What an incredible keynote from Jensen Hung CEO of NVIDIA, at Computex 2025 so many innovations that directly impact what we’re building at Fusion Media AI! As we continue to connect institutional capital with the next wave of AI ventures, here are a few highlights I’m most excited about and why they matter for us:

• AI-Native Infrastructure: The shift from traditional data centers to “AI factories” measuring output in tokens per hour underscores the trillion-dollar opportunity in AI compute. At Fusion Media AI, this validates our focus on ventures building the back-end plumbing, from custom chiplet IP to high-bandwidth NVLink fabrics, that power tomorrow’s models.

• Grace Blackwell & DGX Spark Systems: Liquid-cooled petaflop-scale nodes and desktop-sized AI clouds make cutting-edge compute more accessible. We’re already evaluating partners leveraging these platforms to democratize AI development for digital humans and real-time multimodal applications.

Domain-Specific Libraries & AI Agents: From Clara/Monai in healthcare to Nemo in semantic search, Nvidia’s expanding software stack accelerates entire industries. Fusion Media AI’s portfolio will lean into startups building vertical-focused agents, “digital workers” that can see, reason, and act across marketing, R&D, and customer success.

At Fusion Media AI, our mission is to simplify access to these elite AI building blocks and connect them with the capital they need to scale. Jensen’s roadmap at Computex only strengthens our conviction: the future of AI enterprises will be defined by those who master the full stack, from silicon to software to services.

Make sure to connect with me, Corey Holtgard & Doug Swim co-founders of Fusion Media AI to stay up to date.