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- Jensen Huang's iPhone Moment
“The Super Bowl Of AI”
We’re in the midst of something big…
Technology is accelerating at rates unseen in human history.
And AI is the root of it all.
March 18th, NVIDIA’s Co-Founder and CEO Jensen Huang took center stage - leather jacket to boot - at the GTC AI 2025 keynote.
It was a 2 hour masterclass on the latest and greatest in AI.
Since you’re reading this via an electric device, I recommend you watch the full keynote. Click below.
BUT.
For those who don’t have 2 hours - or simply want the *TL:DW commentary - you’re in luck.
NVIDIA’s Latest + Greatest
I curated the keynote’s key moments in chronological order - select the (timestamp) to skip ahead.
(4:50) GTC started with G Force.
“It all started with G Force.”
(5:45) Real time computer graphics - 100% path traced.
“For every pixel generated, AI predicts 15.”
(6:33) From retrieval to generative compute.
“Generative AI fundamentally changed how computing is done.”
(8:14) Introducing Agentic AI - AI with agency.
“Each one of these waves opens new market opportunities for all of us.”
(12:30) The Scaling Law.
“Almost the entire world got it wrong.”
(19:20) AI is at an inflection point.
“I expect data center build out to reach $1T.”
(21:10) The World is going through a platform shift. Data centers are now AI Factories.
“From hand-coded software running on general purpose computing to machine learning software running on accelerators and GPUs.”
(24:41) Every manufacturing company will have 2 factories in the future.
“The factory for what they build and the factory for the mathematics - the AI.”
(33:11) AI for every industry.
“AI is able to solve more interesting problems for more industries and more companies."
(38:42) GM selects NVIDIA to build its future self-driving car fleet.
“The time for autonomous vehicles has arrived.”
(59:25) Traditional LLMs vs. Reasoning Models.
“Reasoning models help solve complex problems with thinking tokens.”
“It is essentially the operating system of an AI Factory.”
(1:10:43) Blackwell’s exponential leap in inference performance.
“Every data center in the future will be power limited. Your revenues are power limited.”
(1:43:42) NVIDIA’s road to gigawatt AI factories — enterprise computing.
“100% of software engineers will be AI-assisted. I’m certain of that.”
“We call it DGX Spark.”
(1:49:50) The DGX Station - the ultimate workstation for AI and Data Science.
“This is the computer for the age of AI.”
(1:55:33) Robots - next multi-trillion dollar industry.
“Let’s talk about robotics.”
(1:59:20) Introducing NVIDIA Isaac GR00T N1 - the world’s first open-sourced humanoid robot foundation model.
“Physical AI and Robotics are moving so fast. This could be the largest industry of all.”
“Tell me that wasn’t amazing!”
(2:08:22) The cinematic close.
“We have one more treat for you…”
The Major Takeaway
NVIDIA cemented itself as a leader of this next era.
And I can’t believe I’m the first to say it, but Jensen Huang + Nvidia just had its Steve Jobs + iPhone moment.
Are you not entertained…?
Let The Charts Speak
We use technical analysis to identify long-term trends and price provides levels to effectively manage risk.
Looking at $NVDA - it’s a been a hot mess.
Since smashing earnings in May 2024 - it has failed to trend. But as chartists we know - the stock will trend again. The question is to where and when?
When is nearly impossible to answer.
But as to where… I present two views.
The pessimistic - “AI is a fad” (old man screams at the clouds) take that may have market participants believe the stock put in a massive top.
Or the optimistic - glass half full - outlook which reveals a well-defined, 10-month base.
Which view is true? Time will tell.
If you enjoy this post, please share it with a friend.
Godspeed - Rosebee
*TL:DW - Too Long, Didn’t Watch
Disclosure: The author of this newsletter holds $ACHR/W & $QQQI. This publication is for informational purposes only and is not a recommendation to buy or sell securities.
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