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'Underwhelming Reaction' to NVDA GTC Announcements

'Underwhelming Reaction' to NVDA GTC Announcements

Despite a tepid response in share price, Nick Patience says Nvidia (NVDA) provided important updates to its software and chips businesses, highlighting Dynamo as a key part of the company's inference growth. He says agentic A.I. requires "a lot more GPU" power and points to Nvidia as the only company suited to handle those needs.

Morning Movers

19 Mar 2025

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