To The Moon

As we all know, GTC is taking place live last week! Nvidia over the years has built a huge ecosystem of the IT industry's top hardware and software manufacturers who build cutting-edge products based on its GPU and other technologies. This week, the Nvidia GTC event provided a forum for showcasing some of those new hardware and software products.

Jensen Huang in GTC

Nvidia is using GTC to release multiple new technologies. These include its next-generation Blackwell GPU architecture, the much-hyped successor to Nvidia’s Hopper platform, claiming it will enable up to 30 times greater inference performance and consume 25 times less energy for massive AI models.

GTC 2024

Nvidia also used the conference to launch its Blackwell-powered DGX SuperPOD aimed at generative AI supercomputing at the trillion-parameter scale, new switches optimized for trillion-parameter GPU computing and AI, GenAI microservices for developers, and more.

Nvidia, however, was not the only company pushing GPU-powered AI and other workloads. GTC also lets a wide range of technology partners showcase their own offerings either based on or integrated with one of several new Nvidia technologies.

Those partners showed new servers, semiconductors, software, middleware, and other products taking advantage of the Nvidia ecosystem. Most, if not nearly all, of those new products were aimed at helping businesses take advantage of the AI capabilities of the Nvidia technologies, and the new generative AI possibilities, particularly around its latest GPUs.

These included new offerings aimed at improving the cyber resiliency around AI, improvements around GPU utilization, increasing the analytics around AI, improved AI inferencing capabilities, better conversational capabilities, and improved AI training.

For all the focus put in AI theme recently, I strongly believe this would be beneficial to all AI stocks specially on $NVIDIA Corp(NVDA)$  and also its peers like $Advanced Micro Devices(AMD)$  $Palantir Technologies Inc.(PLTR)$  $C3.ai, Inc.(AI)$  as well as the semiconductor index $Semiconductor Bull 3X Shares(SOXL)$  .

How do you like AI theme stocks? Which is your favourite choice? Do you think AI stocks have peak or it's just the beginning? Come and share with us your point of view. 

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