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Woofun AI reports that NVIDIA CEO Jensen Huang declared the arrival of the intelligent agent era at the annual shareholder meeting, confirming that the Vera CPU and Vera Rubin platform have entered full-scale mass production to address ultra-low latency requirements. Huang described new data centers as "AI factories" for token generation and noted that the CUDA ecosystem is evolving into an agent-specific toolbox.
Regarding compliance, Huang stated that while the U.S. government approved H200 chip exports to China, no revenue has been generated yet. He warned that smuggled chips receive no hardware or software support, calling such procurement a "dead end." Additionally, NVIDIA plans to return over 50% of free cash flow to shareholders.