Investing Experts Nvidia and the Super Bowl of AI
Mar 18, 2025
Jensen Huang, the visionary CEO of Nvidia, shares his insights on AI's revolutionary impact during a recent keynote at the GTC event. He discusses the fluctuating perspectives on Nvidia's stock, highlighting both bullish and bearish analyst views. The conversation dives into groundbreaking advancements in GPU technology and its significance in the AI landscape. Additionally, listeners learn about the impressive Blackwell Ultra and Rubin processors that promise enhanced performance at lower costs, shaping Nvidia's future in the tech world.
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Nvidia's Rating and Analyst Perspectives
- Seeking Alpha analysts rate NVIDIA as a "hold" despite strong Q4 performance and the GTC event.
- Bullish analysts cite the Blackwell GPU and robust fundamentals, while bearish ones warn of overvaluation and competition.
AI's Impact and GTC Event
- CEO Jensen Huang highlighted AI's transformative impact, calling the GTC event the "Super Bowl of AI."
- He emphasized the need for increased computing power due to AI's rapid advancements and generative AI's impact.
NVIDIA's Partnerships and GPU Sales
- NVIDIA announced partnerships with Cisco, T-Mobile, and GM.
- Cloud providers purchased 3.6 million Blackwell GPUs, exceeding the 1.3 million Hopper GPUs bought last year.