Building out AI

Basically Nvidia wants to keep building out AI infrastructure with their cuda system. They want to integrate agentic AI into their Geforce graphics software which is somewhat concerning to me especially when you take into account their presentation where they basically added an ugly AI filter onto already existing games. I do think AI will have some application in game development from a productionl perspective though so Id say my position here is neutral. That being said Nvidia seems to be in a great position cause at the center of this AI gold rush they're the guys selling the shovels.

Here's my source: https://s201.q4cdn.com/141608511/files/doc_financials/2026/ar/2026-Annual-Report-Web.pdf