What changes institutionally is that AI compute is no longer confined to procurement decks and data-center roadmaps. NVIDIA can describe Vera as a new market, with CFO Colette Kress citing $20 billion in 2026 visibility and Jensen Huang calling it a $200 billion TAM in . The consumer thread is less polished but more revealing: the same pressure arrives as BIOS confusion, API-key hygiene, and hybrid gaming-inference budgets. Once AI work enters the home PC, the support burden leaves the lab and lands on whoever owns the…