When NVIDIA CEO Jensen Huang took the stage at the SAP Center in San Jose yesterday, he delivered a two-and-a-half-hour keynote that culminated in a single, crowded slide: a grid of 103 company names he called AI Natives: businesses built from the ground up on artificial intelligence, many of them NVIDIA customers, and all of them, in Huang's framing, evidence that the platform shift he has been predicting for years has arrived.