The "AI Super Bowl" Previews the Future

This podcast episode analyzes the market's muted reaction to NVIDIA's GTC conference, dubbed the "AI Super Bowl," despite significant announcements. The host discusses Jensen Huang's keynote, focusing on the projected massive increase in demand for AI chips, the rollout of new Blackwell chips, and advancements in robotics (including partnerships with Disney and GM). While NVIDIA presented a bullish outlook, the host argues the market's tepid response stems from broader economic anxieties and investor concerns about overspending on AI infrastructure, rather than any inherent weakness in NVIDIA's announcements. For example, NVIDIA announced $11 billion in booked Blackwell revenue and 1.8 million chips sold this year. The podcast concludes that the market's reaction is less about NVIDIA's performance and more about external economic factors.