Name: 'Underwhelming Reaction' to NVDA GTC Announcements
Uploaded: 2025-03-19T13:02:42.59-05:00
Duration: 7 min 33 s
Description: 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.

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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.

'Underwhelming Reaction' to NVDA GTC Announcements

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