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2026 ZKast #82 - AWS at GTC 2026: Scaling to 3 Million NVIDIA GPUs & The Future of Agentic AI Analytics Table

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About 2026 ZKast #82 - AWS at GTC 2026: Scaling to 3 Million NVIDIA GPUs & The Future of Agentic AI

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From the busy Expo Hall at GTC 2026 in San Jose, Zeus Kerravala sits down with AWS experts Rachel Zheng and Karthik Venna to discuss the massive expansion of the AWS and NVIDIA partnership. Summary: As NVIDIA CEO Jensen Huang noted, the AWS/NVIDIA partnership is 15 years strong, but it’s just hitting its stride. In this episode of ZKast, we dive into the staggering news that AWS plans to add 1 million NVIDIA GPUs this year alone, bringing their total footprint to 3 million. We explore why "Agentic AI" is the next big shift, how the AWS Nitro system provides a security moat that even AWS employees can't cross, and why the "dollar-per-token" metric is the new North Star for CTOs. What we cover: The Scale: Moving from 2 million to 3 million GPUs in a single year. Nitro System: How hardware isolation and "Live Updates" keep AI workloads running without interruption. Agentic AI: Why agent-based models require massive high-bandwidth memory. Data Bottlenecks: How Apache Spark on G7e instances is delivering 3x faster performance. Sustainability: Achieving 2x performance-per-watt with the latest Blackwell architectures. Rapid Fire: Rachel and Karthik's take on the biggest AI myths and their favorite "hidden gem" AWS services. Timestamps: 0:00 - Introduction from the GTC 2026 Expo Hall 02:45 - Scaling to 3 Million GPUs: A 50% growth story 04:30 - The Nitro Advantage: Security and Live Updates 06:15 - Solving the Data Bottleneck with Apache Spark & G7e 08:00 - Agentic AI: The shift from chatbots to autonomous agents 10:30 - Choice on Bedrock: NeMo-Tron 3 and Reinforcement Fine-Tuning 12:45 - Advice for CTOs: Building flexible AI architectures 14:15 - Rapid Fire Round: Rubens vs. Blackwell & AI Myths #AWS #NVIDIA #GTC2026 #GenerativeAI #CloudComputing #Blackwell #AIInfrastructure #ZKast @NVIDIA @amazonwebservices

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