PSG

NVIDIA GTC: Jensen Highlights OpenClaw, Vera, NemoClaw

At NVIDIA GTC, Jensen delivered an extended keynote covering NVIDIA’s inference-first strategy and ecosystem updates. He discussed strong demand for Blackwell and Rubin, referenced NVIDIA’s Vera CPU work, and focused on OpenClaw—calling out security issues and pitching NemoClaw as NVIDIA’s solution. The conference also featured broader AI and systems signals: DLSS 5 as a major graphics advance, the continued emphasis on inference performance, and several ecosystem integrations (e.g., Ollama for OpenClaw, Comet observability plugins). The dispatch is part of an AINews roundup that also summaries agent tooling, model releases, research (Moonshot Attention Residuals), and product announcements across the AI stack.

Investor Presentation Released: Providence Equity

AI parsed presentation narrative: PSG targets the lower mid-market SaaS 'sweet spot' by deploying smaller equity checks into high-growth companies with significant roll-up potential, leveraging a specialized sourcing and operations team to achieve top-quartile returns. Strategic pillars: Lower Mid-Market Focus, North American Scale-up/Roll-up.

Peacock Will Offer Tiered Ad Model; PE Buys Majority Stake In Smartly.io

AdExchanger’s Thursday roundup covers NBCUniversal’s Peacock reportedly planning a tiered ad model with an ad-free tier at $10/month and a $5/month limited-ads option, though NBCU has not confirmed pricing. Separately, Smartly.io, the Finland-based social ad company and Facebook marketing partner, has agreed to sell a majority stake to Providence Equity Partners for €200 million (about $223 million). Providence previously acquired a majority stake in DoubleVerify in 2017. Laura Desmond, former Publicis exec and current DV board member, will chair Smartly.io’s board. The piece also notes rising leverage by platforms like Amazon Fire TV and Roku in connected TV negotiations and hints at ongoing ad-tech consolidation and platform dynamics.