AI Software Excitement Is Getting Closer, But Hardware Still Steals the Show
Nvidia’s Big Event
With such high expectations (and strong stock price performance) leading up into the Nvidia GTC conference this week, it would be normal to expect the shares to pull back. They did… for a few minutes. After a brief “sell the news” dip following CEO Jensen Huang’s keynote speech Monday afternoon, the shares could not stay down. The breakthroughs in speed and the capabilities that Nvidia’s AI technologies are unlocking are too significant to inspire any lasting bearishness. Here’s a breakdown of what we heard from NVDA’s CEO.
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