@Lanceljx:
NVIDIA Corporation (NVDA) — Key Takeaways and Outlook --- 1. What to make of Jensen Huang’s speech at GTC Washington, D.C. Huang’s keynote reaffirmed NVIDIA’s leadership ambitions in the AI era and introduced compelling details. Key highlights: He framed the moment as “America’s AI-native industrial century” with a full-stack approach — hardware, software, infrastructure, robotics. Announcements included major advances: a roadmap of next-gen architectures (for example, the roadmap towards “Blackwell Ultra”, “Vera Rubin”, “Rubin Ultra”), also new networking/photonic gear to scale data centres. A strong national-industrial tone: Huang emphasised purpose beyond just profit — building America’s “backbone” of AI infrastructure. For investors this translates into: the narrative