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AGNT Podcast Ep. 5 with Gemma Allen & Raphaëlle d'Ornano
March 25, 2026
Raphaelle d'Ornano
Founder & CEO Decoding Discontinuity
Gemma Allen
Host, theCUBE + NYSE Wired theCUBE
HOST
In this episode of the AGNT Podcast, Raphaelle d'Ornano, analyst and AGNT Podcast co-host, joins theCUBE + NYSE Wired's Gemma Allen to discuss how NVIDIA's GTC announcements are redrawing the battle lines for enterprise software in the agentic AI era. D'Ornano frames NVIDIA's debut of its agent toolkit as a deliberate echo of the original CUDA strategy — a move designed to make the company the foundational layer for agentic AI and the indispensable infrastructure beneath the entire ecosystem. She explains why Jensen Huang's approach is intentionally agnostic:... Read more
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