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06-12

Is Another Rally Coming? What to Watch in Jensen Huang's Keynote Speech


NVIDIA CEO Jensen Huang is set to take the stage at VivaTech show in Paris at 5 p.m. on June 11.

During the company's Q1 earnings call, Huang teased that his keynote would dive into hot-button topics like quantum GPU computing, robotic factories, and the broader future of robotics. He's also expected to spotlight key partnerships to build European AI infrastructure.

With quantum computing and robotics already two of the most buzzed-about sectors this year, investors will be watching closely. If Huang’s speech delivers more than expected, it could reignite momentum in these cutting-edge areas.


Quantum Tech: Moving from Theory to Reality

Quantum computing is rapidly becoming a major battleground in the global tech race. Industry giants like IBM and Google are making steady strides with superconducting quantum systems. Meanwhile, some analysts — especially in China — say the field is finally moving out of the lab and into the real world.

Julian Kelly, head of quantum hardware at Google, recently said we could start seeing real-world applications within five years. These breakthroughs could help tackle complex problems far beyond the capabilities of today's classical computers.


The Age of Robots

With rapid AI and smart manufacturing advances, humanoid robots are moving out of the lab and into the real world. According to a recent report from Morgan Stanley titled "Humanoids: A $5 Trillion Global Market," the global robotics market could balloon to $5 trillion by 2050 — potentially outpacing even the automotive industry. The growth will be driven by accelerating tech breakthroughs, supportive government policies, and a widening range of business use cases.

NVIDIA CEO Jensen Huang summed it up bluntly: "The age of robots is coming."

Still, the road ahead isn't without bumps. Many robotics startups struggle to scale, reduce costs, and boost product reliability. David Rosen, who leads the Robust Autonomy Lab at Northeastern University, cautions that the industry faces real challenges — particularly regarding training models and ensuring safe, consistent performance in complex real-world environments.


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AI, Quantum, Then Nuclear: Are Meme Sector Swaps New Alpha?
Just a few days ago, the market darling was CRWV, Nvidia’s favored pick. Now, the spotlight has shifted to nuclear energy and quantum computing. Jensen stated that quantum computing is reaching a critical inflection point. Nuclear-power startup Oklo soared and hit new high after the company announced it has been selected to deploy its nuclear reactor technology at the Eielson Air Force Base in Alaska. With the market repeatedly rotating between these sectors, is it time to wait for a pullback and just pick any of them to potentially make a profit?
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