The Reasoning Show

The Reasoning Show AI moves fast. Thinking clearly matters more.

The Reasoning Show cuts through the hype to explore how the smartest people in enterprise AI actually make decisions — the strategy, the tradeoffs, and the hard lessons no press release mentions.

Every week, hosts Aaron Delp and Brian Gracely sit down with the founders building the tools, investors funding the shift, and operators running AI in the real world. Not hype. Not panic. Just clear-headed conversations with people who have to make actual decisions.

Because the AI revolution isn't just happening. It's being reasoned through.

New shows every Wednesday and Sunday.

Topics: Enterprise AI strategy · LLMs in production · AI leadership · Agentic AI · Digital Sovereignty · Machine Learning · AI startups · Cloud Computing

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The Reasoning Show

Three Thoughts from NVIDIA GTC 2026

March 22, 2026 • Massive Studios

0:00 | 28:00

SUMMARY: We dig into the NVIDIA GTC keynote and highlight three things - accelerated computing for everything, the complexity of the new inference stack, and NVIDIA’s “open” software stack including NemoClaw.

SHOW: 1012

SHOW TRANSCRIPT: The Reasoning Show #1012 Transcript

SHOW VIDEO: https://youtu.be/aXOr91q76yM

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SHOW NOTES:

NVIDIA GTC 2026 (Keynote)
NVIDIA NemoClaw - OpenClaw + OpenShell + NVIDIA Agent Toolkit
NVIDIA adds Groq LPU to their rack systems
NVIDIA to invest $26B in Open Weight Models
Interview with Jensen about Accelerated Computing (Stratechery)

Topic 1 - Jensen’s trying to paint the bigger picture of accelerated computing everywhere (robotics, autonomous driving, gen-ai, physical ai - but also just everyday enterprise apps). Everything is about keeping the stock price up, and margins high. The stock price provides the warchest to fight off all foes.

Topic 2 - The inference architecture is a complex mix of GPUs, CPUs, ASICs/LPUs, high-speed networking and seems very different from the training architecture. How big is the burden on data center providers? What are the inference alternatives emerging?

Topic 3 - Jensen talked a lot about OpenClaw and eventually about NVIDIA’s NemoClaw. How does his interest in Agentic AI tie into his interest in building NVIDIA’s own frontier model

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