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Nvidia has had an un-Nvidia-like year so far. The stock has fallen over 10% as investors fret over exposure to China in Trump’s trade war and the possible overbuilding of AI infrastructure. The company’s cautious outlook several weeks ago did little to ease worries. Wall Street will be watching as Founder and CEO Jensen Huang takes center stage on March 18 at the company’s GTC event and in a financial analyst meeting the following day. Here are three things the bulls on Nvidia will need to hear from Huang to keep them fighting back against the bear narrative: 1) Details on how much more powerful Nvidia’s next-generation chip Rubin is versus the current gold standard in Blackwell; 2) An update on the total AI addressable market opportunity for Nvidia; and 3) The offsets in the business to the China business that is likely to be harmed by the trade war.
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This post was written by Langston Sessoms, producer for Opening Bid.
have to do our stock of the day to kick off uh this particular episode. Stock of the day, maybe I've mentioned this 75 times in the course of 130 or so tapings, is in video. This is the stock of the day is in video. You can see the countdown clock uh on the board here. I three things I want to hear from Jensen Wong as the company gets ready for its big GTC event in San San Jose. Some would say this is the woodstock of AI. I don't think you'll see anybody there smoking joints in terms of AI software programmers, but here's a couple things I want to hear from Jensen Wong with the stock down 10% year to date. I need to hear more details from the company uh on its next generation of chips. Uh, that's not Blackwell, that is Ruben. You will hear a lot of of the call outs on Ruben at this conference. I need to know how powerful it is and how much better it is relative to everyone else's. Number two, need an update on the total AI addressable market for Nvidia. And number three, the offsets in the China business that is likely to be harmed by the trade war. That could come in the form of how much Nvidia is playing in the AI robot scene, always a top topic for Jensen Wong. And I'm out of time here.