My take from being at the keynote and the content I've seen so far at the conference is that Nvidia's is moving up the stack (like all good hardware vendors are prone to do).

Obviously they are going to keep doing bigger. But the takeaway for me is that they are building "docker for llms" - NIM. They are building a container system where you can download/buy(?) NIMs and easily deploy them on their hardware. Going to be fun to watch what this does to all the AI startups...