The future of AI is at the edge—where intelligence leaves the cloud and enters the physical world. This was the vision shared by Jensen Huang in a fireside chat with me and it continues to shape my thinking about what’s next for AI.
He drew a powerful distinction: Edge AI is not just about inference close to devices. The real frontier is Physical AI, where intelligence interacts with the real world and must obey the laws of physics. In that world, hallucinations aren’t harmless; they’re dangerous.
That conversation crystallized two major themes:
– Edge AI will power intelligence at the point of action – whether it’s a robot, vehicle, or sensor, making systems faster, safer, and more autonomous.
– Sovereign AI will allow nations and enterprises to own, train, and deploy AI on their own data, infrastructure, and terms, shifting power from global platforms to local ecosystems.
For founders, these aren’t corner cases—they’re defining opportunities to build the next generation of infrastructure and intelligence.
