NVIDIA AI Podcast

Instacart has 1.6 billion lifetime grocery orders—and is now using that data flywheel to digitize the physical store itself. In this episode, David McIntosh, Chief Connected Stores Officer at Instacart, explains how the Caper Cart—powered by an NVIDIA Jetson™ board and a sensor fusion system combining cameras, weight sensors, and location data—is bringing edge AI to the grocery aisle. He shares what's driving double-digit sales lift for retailers, how AI agents are beginning to automate store operations, and why in-store and online shopping will merge into a single unified experience within the decade. 🔬Topics covered: How Caper Carts use NVIDIA Jetson and sensor fusion to identify items in real time Why edge AI matters: hundreds-of-milliseconds response vs. seconds in the cloud Double-digit sales lift from personalized in-cart recommendations Building a grocery foundation model from 1.6B orders and live in-store data AI agents for store ops: proactive out-of-stock alerts and CPG shelf optimization Chapters: 00:00 – Introduction and the Connected Store vision 04:00 – Caper Cart: NVIDIA Jetson, sensor fusion, and edge AI 08:06 – How basket recognition and recommendations work 15:53 – Double-digit sales lift and what shoppers actually want 22:25 – Store ops, employees, and the real-time data flywheel 28:26 – AI agents, the grocery foundation model, and what's next

Discover how mixture‑of‑experts (MoE) architecture is enabling smarter AI models without a proportional increase in the required compute and cost. Using vivid analogies and real-world examples, NVIDIA’s Ian Buck breaks down MoE models, their hidden complexities, and why extreme co-design across compute, networking, and software is essential to realizing their full potential. Learn more: https://blogs.nvidia.com/blog/mixture-of-experts-frontier-models/

The year in AI began with agents and brought us creative superpowers, robots on farms and in operating rooms, and so much more. Look back on AI in 2025 through the voices of the people who created it in this recap episode. Listen to every episode: ⁠ai-podcast.nvidia.com

Mayor Matt Mahan and NVIDIA’s Jumbi Edulbehram reveal how AI is making San Jose smarter—optimizing transit, translating meetings in real time, upskilling city staff, and powering pioneering civic programs. Learn how AI is helping streamline services and create a more responsive city for everyone. Browse the entire AI Podcast catalog: ai-podcast.nvidia.com

Coverage from keynote pregame show, GTC Live Washington D.C. Chapter 4: AI for Science In laboratories and research centers, AI is becoming a core instrument of discovery. Scientists and technologists explore how computation is accelerating progress across fields. Catch up with GTC DC on-demand: ⁠https://www.nvidia.com/en-us/on-demand/⁠