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G
Gene Munster

Mar 16 at 06:07 PM

$NVIDIA(NVDA.US) keynote kicks off any minute.

Its a tie for key topics today:

1. Rubin Demand

2. How they'll benefit from inference.

My take:

1. Jensen will likely say Rubin demand continues to be off the charts, and that's what investors already know. Unfortunately a non event for the stock.

2. Inference topic is one of the keys for the next five years. I'm all ears.

Source: Gene Munster

NVIDIA

NVIDIA

USNVDA

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