#nvidia ( #nvda ) has gained almost $3 TRILLION in value since #openai released #chatgpt 2 years ago thanks to their Hopper and Blackwell GPUs. Last week, NVIDIA CEO Jensen Huang revealed the Blackwell Ultra GPU, the Vera Rubin architecture, and Rubin Ultra. But does this spell big trouble for AMD stock ( #amd ) and is NVDA stock still one of the best stocks to buy now for the Generative AI era?
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Timestamps for this Nvidia Blackwell Ultra Deep Dive:
00:00 NVDA Stock Will Be Worth $5 Trillion
06:26 NVIDIA Blackwell B300 Breakdown
11:56 NVIDIA Rubin Ultra's Insane Design
18:33 My Thoughts on NVDA Stock Post-GTC
Resources & References:
» @NVIDIA GTC March 2025 Keynote with NVIDIA CEO Jensen Huang: https://www.youtube.com/watch?v=_waPvOwL9Z8
» Nvidia GPU Advances: https://www.youtube.com/watch?v=odEnRBszBVI
» Nvidia AI Advances: https://www.youtube.com/watch?v=6ZFMU9T32-I
» OpenAI Dev Day: https://www.youtube.com/watch?v=XhLlRS2-BO8
» Google AI War: https://www.youtube.com/watch?v=Y9i3OIMitRQ
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