NVDA GTC Keynote Highlights with Stock Price Lower Highs

Ryan_Z0528
03-20
  • $NVIDIA(NVDA)$ says robotics could become the world‘s biggest multi trillion dallor industry.

  • NVDA said: “Every data center in the future will be power-limited" .

So freakin bullish for nuclear stocks: $NuScale Power(SMR)$ , $Vitesse Energy(VTS)$ , $Oklo Inc.(OKLO)$ , $NANO Nuclear Energy Inc(NNE)$ , $Talen(TLN)$ , $GE Vernova Inc.(GEV)$ , $Constellation Energy Corp(CEG)$ , $Cameco(CCJ)$.

However, nothing but lower highs so far on $NVIDIA(NVDA)$ —trend says it all.

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Below are the $NVIDIA(NVDA)$ GTC keynote highlights:

  • Blackwell Ultra chip set for H2 2025

  • 3.6M Blackwell units ordered by cloud giants in 2025

  • $1T data center capEx by 2028 expected

  • GROOT N1 model leads robotics, diversifies revenue

  • GM partnership cements $NVDA's role in autonomy

    This chart should make NVIDIA investors happy...This chart should make NVIDIA investors happy...

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White House Invitation: What Will Nvidia Ramp Up Investing in US Mean?
Around his first 100 days in office, Trump is planning to host an event at the White House to promote investment in America, with senior executives from companies such as Nvidia set to participate. ------------- Can Nvidia manage to solve the problem and safeguard its status in the semi industry? How much will Huawei's new chip affect Nvidia? Will Nvidia ramp up US investment? How will this mean to the stock?
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