Jay Chen is the interim CEO of Contextual AI, the Silicon Valley enterprise company building a 'context layer' for grounded AI agents. He stepped into the top job in 2026 after co-founder Douwe Kiela and a group of researchers moved to Google DeepMind under a licensing deal. A Wharton MBA who started as a chip engineer at NVIDIA, Chen built his career across product marketing and growth roles at Confluent, Starburst, Opendoor and Twingate before joining Contextual AI as VP of Marketing, where he helped launch its enterprise RAG platform.
NVIDIA is an American technology company that designs graphics processing units (GPUs) and the accelerated-computing platforms built around them. Founded in 1993 to chase realistic 3D graphics for video games, it turned its parallel-processing chips and the CUDA software layer into the dominant engine of the modern AI boom. Today its data-center systems train and run most of the world's large AI models, and the company sits at the center of the semiconductor industry with a market value above $5 trillion.

This documentary-style video traces how artificial intelligence went from a cheap labor-replacing miracle to a runaway cost center. After ChatGPT's 2022 launch, companies raced to adopt AI and cut tens of thousands of jobs across tech and fast food. But forced internal adoption, token-based performance metrics, and a status-driven culture of 'token maxing' inflated demand far beyond real need. Combined with data-center component shortages and canceled construction projects, token prices more than doubled between late 2025 and mid-2026. Giants like Microsoft, Meta, Uber and Nvidia are now confronting AI bills that rival or exceed the human labor they replaced, and with Anthropic and OpenAI expected to go public and raise prices, enterprises are being forced into an unprecedented choice: tokens or humans.
In a SpaceX studio sit-down at the company's Bastrop, Texas facility, Elon Musk and Starlink engineer Ian join a host to connect the dots between Starship, Starlink solar technology, and a bold plan to put AI compute in orbit. Musk frames the effort using the Kardashev scale, arguing that humanity currently harnesses less than a trillionth of the sun's power and must move to space to ascend it. The team outlines three limiting factors to solve at scale, mass to orbit, solar power, and chips, and unveils a draft design for a SpaceX AI satellite delivering roughly 150 kW peak power. The conversation escalates from launching thousands of orbital compute satellites to building a 100-million-square-foot 'terafab' chip factory, and ultimately to lunar mass drivers that could fling AI satellites into deep space, scaling civilization's energy harvest toward a terawatt per year and beyond.
In an interview for the 'Only in America' series, former Secretary of State Condoleezza Rice sits down with Nvidia founding CEO Jensen Huang at Nvidia's new California campus. Huang recounts his journey from a nine-year-old immigrant sent from Thailand to a boarding school in Oneida, Kentucky, through Oregon State University and Stanford, to founding Nvidia on a business plan many considered impossible. He reflects on the chicken-and-egg problem of introducing a new computing architecture, the decades of grit before AI validated his vision, cautious optimism about artificial intelligence, and why he considers himself the embodiment of the American dream.

Gilad Shainer is Senior Vice President of Networking at NVIDIA, where he leads the strategy, marketing, and ecosystem development for the company's networking portfolio — including InfiniBand, Ethernet, DPUs, and interconnect technologies that power more than half the world's top 500 supercomputers. A Technion-trained electrical engineer who graduated Cum Laude at both B.Sc. and M.Sc. levels, Shainer spent nearly two decades at Mellanox Technologies before joining NVIDIA via the $6.9 billion acquisition in 2020. He founded the HPC-AI Advisory Council in 2008, which now spans 400+ organizations globally, co-founded the ISC Student Cluster Competition, holds two R&D 100 Awards (2015 and 2019), and has authored or co-authored dozens of papers across IEEE, ACM, and Springer venues. At a moment when AI factories are rewriting the rules of data center design, Shainer is the person making sure the wires — and the protocols running through them — are ready.
Enfabrica is a Silicon Valley chip startup building the networking and memory plumbing that lets tens of thousands of GPUs behave like one giant computer. Its Accelerated Compute Fabric SuperNIC (ACF-S) moves data at 3.2 terabits per second, and its EMFASYS memory fabric lets AI clusters borrow cheap DDR5 DRAM over Ethernet instead of buying more GPUs for capacity. Founded in 2019 by ex-Broadcom and Google networking engineers, the company raised roughly $290M before Nvidia paid over $900M in September 2025 to license its technology and hire CEO Rochan Sankar and much of his team.
Oath Surgical is a Portland, Oregon-based healthtech company building a full-stack, AI-native system for outpatient surgery. It owns and operates its own ambulatory surgical centers while developing OathOS, an ambient clinical intelligence platform that analyzes surgical video, audio and operational data in real time to reduce administrative burden and support value-based, surgeon-led care. Founded by physician and former Intuitive Ventures head Oliver Keown, the company has raised roughly $35M and partners with NVIDIA, McKesson Ventures and FPV Ventures.
Point2 Technology is a San Jose-based fabless semiconductor company building ultra-low-power, low-latency interconnect chips and cables for AI/ML data centers. Its e-Tube platform sends data as radio-frequency signals through plastic waveguides - a third path between copper and optics - and its smart-retimer SoCs power 800G and 1.6T active electrical cables. Founded in 2016 by a KAIST professor and veterans of Marvell, Finisar and Samsung, the company has drawn investment from NVIDIA's NVentures, Bosch Ventures, Molex and UMC.
humans& is a human-centric frontier AI lab based in the San Francisco Bay Area, founded in September 2025 by researchers and builders from xAI, Anthropic, Google, OpenAI, and Stanford. Rather than building AI to replace people, the company designs models and products around how humans connect, communicate, and work together - investing in long-horizon and multi-agent reinforcement learning, memory, and user understanding. It launched publicly in January 2026 with a $480 million all-cash seed round at a roughly $4.48 billion valuation, backed by NVIDIA, Jeff Bezos, SV Angel, GV, and Emerson Collective.
Michelle Lee is the founder and CEO of Medra, a San Francisco company building 'Physical AI Scientists' - robot arms with cameras and sensors, governed by AI, that run wet-lab biology experiments around the clock. A Stanford AI Lab PhD who worked at NVIDIA, SpaceX, and McKinsey, she walked away from an assistant professor post at NYU after AlphaFold 2's 2021 release convinced her that biology's real bottleneck was not algorithms but data, and that data is a robotics problem. Medra runs in production with partners including Genentech and raised a $52M Series A in December 2025, bringing total funding to roughly $63M.
MetalSoft is a Chicago-based infrastructure software company that turns racks of physical servers, switches, and storage into cloud-like, self-service infrastructure. Its CloudPlex platform automates the full lifecycle of multi-vendor bare metal hardware - discovery, OS and firmware deployment, network fabric configuration, and storage - so enterprises and service providers can provision dedicated infrastructure on demand via a UI or API. Spun out of cloud hosting company Hostway in 2019 and led by serial founder Lucas Roh, MetalSoft raised a $16M Series A in December 2022 and has since pivoted hard toward orchestrating GPU clusters and 'AI factories' for telcos, data center operators, and Fortune 500 enterprises.
Skild AI is a Pittsburgh-based robotics company building the Skild Brain, a single general-purpose foundation model designed to control any robot - quadrupeds, humanoids, tabletop arms, mobile manipulators - across many tasks without bespoke retraining. Founded in 2023 by former Carnegie Mellon professors Deepak Pathak and Abhinav Gupta, the company trains on a mix of large-scale simulation, internet video, teleoperation and real-world deployment data. After a $1.4B Series C in January 2026, Skild AI is valued at over $14 billion.
Meijie Wang is the co-founder and CEO of MetaNovas, an AI-driven biotech that designs functional peptides for skincare, supplements and drug discovery. A former NVIDIA AI infrastructure engineer who built VR games and worked on AI at Stanford's School of Medicine, he now runs a Silicon Valley and Shanghai operation whose knowledge-graph platform aims to compress the decade-long hunt for new bioactive ingredients into something far shorter. MetaNovas counts L'Oreal, Beiersdorf, Haleon, Takeda and Unilever among its partners and raised a Series A led by GL Ventures.
Paul Puey is the CEO and co-founder of Edge, a San Diego-based self-custody crypto wallet and security platform. A UC Berkeley electrical engineering and computer science graduate who once shipped 3D graphics at Nvidia, he caught the Bitcoin bug in 2013 and launched Airbitz in 2014, rebranding it to Edge in 2017 as crypto moved beyond Bitcoin. His pitch is stubbornly simple: if you do not hold your keys, you do not own your coins, and security belongs on the edges of the network, in your hands, not on someone else's server.
Parth Shah is the co-founder and CEO of Polimorphic, the New York-based company building AI-powered constituent relationship management software for local governments. An MIT-trained electrical engineer and former NVIDIA deep learning engineer, Shah started out trying to build an 'ESPN for politics' and ended up rewiring how town halls answer phones, process permits, and serve residents in 75+ languages. In July 2025 Polimorphic raised an $18.6M Series A led by General Catalyst, bringing total funding to roughly $28M.
Christina Olmsted is Vice President of AI and Data Center Marketing at NVIDIA, where she leads global marketing and PR teams at the epicenter of the AI revolution. With nearly a decade at NVIDIA and 15 years prior at Cisco, she built and championed campaigns that repositioned entire computing paradigms - from Cisco's Internet of Everything brand movement to NVIDIA's AI and accelerated computing narrative. A UC Berkeley dual-degree alumna with a flair for connecting technology to human impact, she operates at the intersection of deep technical product marketing and culture-shaping storytelling.
Darrin Chen is the VP of Global Partners (NPN) GTM & Operations at NVIDIA, where he leads go-to-market strategy and operations for the NVIDIA Partner Network - the company's global partner ecosystem spanning solution providers, systems integrators, and channel partners. With 30+ years in technology from storage to networking to AI infrastructure, Chen joined NVIDIA through the 2020 acquisition of Mellanox Technologies, where he had spent over a decade building worldwide channel programs. In mid-2023, NVIDIA expanded his mandate as it split its global channel chief role in two, tapping Chen to oversee its entire NPN program as the company transformed into a full-stack AI computing company.
Jason Paul is Vice President of GeForce Platform Marketing at NVIDIA, where he has worked since 2003. Over more than two decades, he has led the marketing and launch of every major GeForce GPU generation, pioneered NVIDIA's SHIELD gaming ecosystem, championed GameWorks VR, and now spearheads the company's consumer AI push connecting RTX hardware to over 100 million Windows users. Educated at UCLA and Stanford (MBA), Paul sits at the crossroads of gaming hardware, software platforms, and the emerging era of on-device AI.
LaSandra Brill is Vice President of Global Digital Marketing at NVIDIA, one of the most influential technology companies in the world. Leading a team of 185+ people, she oversees data strategy, CRM, media, corporate social, marketing automation, NVIDIA.com, analytics, and NVIDIA's own AI marketing strategy. With 20+ years in tech marketing across Cisco and Symantec, she has been recognized as a Top 50 Influential Digital Marketer and Top 25 Women Who Rock Social Media. Beyond her work at NVIDIA, she is a published children's book author - her 2017 book 'Let's Be Friends' promotes inclusion for children with Down syndrome - and serves on the boards of LuMind IDSC Foundation, Special Olympics, and Abilities United.
Lisa Lahde is Vice President of Marketing at NVIDIA, where she leads campaign marketing for priority industries and the Omniverse platform. A veteran tech marketer with roots in social media and community management, she joined NVIDIA around 2016 and has helped shape the company's storytelling around AI, autonomous systems, and the industrial metaverse. She produced NVIDIA's 'I Am AI' docuseries, contributed to Forbes BrandVoice as an AI innovator profiler, and moderated the OpenUSD session at GTC 2024 in San Jose. Outside the GPU giant's orbit, she runs the persona of @JewelryHunter - a longtime indie fashion enthusiast who blogged about emerging jewelry designers.
Sampson Han is Vice President of AI and Data Center Marketing at NVIDIA, the Santa Clara-based technology powerhouse behind the GPU revolution driving modern artificial intelligence. Operating at the intersection of cutting-edge silicon and the enterprise market, Han oversees marketing strategy for NVIDIA's data center and AI product portfolio - the very infrastructure powering the global AI buildout. He works within one of the most influential technology companies in history, helping define how hyperscalers, enterprises, and sovereign AI initiatives understand and adopt NVIDIA's data center solutions.
Stephanie Johnson is Vice President of Global Consumer Marketing at NVIDIA, leading go-to-market strategy for GeForce NOW, NVIDIA Studio, and SHIELD. With over two decades in entertainment and gaming marketing - from Take2 Interactive to Warner Bros. Interactive Entertainment - she joined NVIDIA around 2018 and has been instrumental in scaling GeForce NOW from beta to more than 30 million users. Recognized by the Silicon Valley YWCA in 2024 for outstanding professional achievements, Johnson operates at the intersection of gaming, creative tools, and generative AI, shaping how millions of consumers experience NVIDIA's products.
Armada is a San Francisco-based edge computing company that builds ruggedized, containerized data centers - the Galleon family and the megawatt-scale Leviathan - paired with Starlink connectivity and an AI orchestration platform. Its mission is to put AI and compute everywhere the cloud can't reach: oil rigs, mines, ships, forward operating bases, and remote industrial sites.
GMI Cloud is an AI-native GPU cloud built around NVIDIA's H100 and H200 accelerators. Founded in 2021 and headquartered in Mountain View, it sells on-demand and reserved GPU compute, an orchestration layer (Cluster Engine), and a low-latency Inference Engine to AI labs and enterprises building generative models. In 2025 NVIDIA named it one of seven Reference Platform Cloud Partners worldwide.
Alex Yeh is the Founder and CEO of GMI Cloud, a GPU-native AI cloud infrastructure company he built from Bitcoin mining data centers into a global AI infrastructure leader in just 30 days. GMI Cloud — one of only 6 NVIDIA Reference Platform Partners worldwide — raised $82M in Series A funding in 2024 and is behind a $12 billion sovereign AI infrastructure initiative in Japan. Yeh's mission: make building AI applications as simple as building a website on Shopify.
Brett Adcock is a serial entrepreneur and founder of Figure AI, the humanoid robotics company valued at $39 billion after a $1B+ Series C in September 2025. Raised on a third-generation farm in central Illinois, Adcock built his first web companies at 16, co-founded and sold talent marketplace Vettery to Adecco for ~$100M in 2018, took eVTOL company Archer Aviation public on the NYSE at a $2.7B valuation, then pivoted to what he calls the hardest problem: building general-purpose humanoid robots. Figure's robots now work autonomously on BMW's production floor and have logged over 30,000 vehicles built. In 2025-2026, Adcock simultaneously launched Hark (personal AI hardware, $700M Series A at $6B valuation) and Cover (school weapon-detection tech). He is currently running three companies at once while publicly estimating his net worth at ~$19 billion.

Amir Sadeghian is the Co-Founder and CEO of Astrocade, the world's first agentic AI game creation platform that lets anyone build fully playable games from a text prompt. A Stanford PhD in Computer Vision and AI, Sadeghian previously co-founded Aibee Inc. - a Sequoia-backed AI unicorn - before teaming up with his brother Ali Sadeghian and AI pioneer Fei-Fei Li to build Astrocade. The platform has amassed 20 million users and 140 million monthly game plays across 80 countries within 8 months of launch, backed by $68M from Sequoia Capital, Sea, NVIDIA, Google, and Eric Schmidt.
Factory builds agent-native software development for enterprises. Its Droids - specialized AI agents for coding, reliability, product, and knowledge work - take tickets, write code, open PRs, and triage incidents alongside human engineers. Founded in 2023 by Matan Grinberg and Eno Reyes, the San Francisco company raised a $150M Series C in April 2026 at a $1.5B valuation led by Khosla Ventures.

Jorge Torres is the Co-Founder and CEO of MindsDB, an open-source AI data platform headquartered in Berkeley, California. He is a Visiting Research Scholar at UC Berkeley focused on machine learning automation and explainability. Torres built MindsDB to democratize AI—letting any developer query AI models directly from databases using plain SQL or natural language. Under his leadership, MindsDB has raised over $77 million in funding from investors including Benchmark, NVIDIA, Mayfield, and Y Combinator, garnering recognition from Forbes as one of America's most promising AI companies and from Gartner as a Cool Vendor for Data and AI.