Kevin Deierling leads NVIDIA's networking business and has been with the company for six years since Jensen Huang acquired his previous networking startup. He presented at COMPUTEX 2026 on extreme co-design across the AI factory stack.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Nvidia's full-stack extreme co-design across energy, chips, infrastructure, models, and applications creates a structural moat: 40% more GPUs per gigawatt via DSX power smoothing, 10x token throughput and 1/10th cost per token via Rubin/Vera/NVLink/Spectrum co-design, and new agentic memory architectures (CMX/STX) unlocking 5x faster inference.