Nvidia’s big GTC event had no big surprises, but here is where the bulls and bears disagree

• Nvidia’s stock has been ‘brutalized.’ Here’s the big disconnect.

  Investors appear worried about the health of AI spending. But big AI customers don’t seem hesitant, an analyst notes.
  
  MarketWatch - Mar. 11
• 

  Nvidia’s GTC keynote will emphasize AI over gaming

  Don't expect to hear a lot about better framerates and raytracing at the Nvidia GTC keynote. AI will instead be the subject of the day.
  
  VentureBeat - Mar. 13

• Nvidia’s stock is cheap by this metric. Can next week’s GTC get it going again?

  Nvidia hosts its annual conference next week at a time when investors have soured on AI stocks.
  
  MarketWatch - Mar. 10

• Nvidia’s stock is rebounding, but the key to a real recovery may surprise investors

  While Wall Street may be worried about the sustainability of AI spending, a BofA analyst thinks gross margins are more crucial to the stock trajectory.
  
  MarketWatch - Mar. 13

• Nvidia will take a victory lap at GTC. But investors see hurdles ahead.

  Nvidia’s annual developer conference will be an exuberant affair. But is that enough to calm an anxious market?
  
  MarketWatch - 3d
• 

  Nvidia gets industrial software firms to integrate Omniverse to accelerate physical AI

  Nvidia said the big industrial software and service providers are integrating Omniverse into their platforms to accelerate physical AI.
  
  VentureBeat - 2d
• 

  Nvidia Bets Big on Synthetic Data

  Nvidia has acquired synthetic data startup Gretel to bolster the AI training data used by the chip maker's customers and developers.
  
  Wired - 1d
• 

  Nvidia's CEO did a Q&A with analysts. What he said and what Wall Street thinks about it

  Investors have closely watched Nvidia’s week-long GPU Technology Conference (GTC) for news and updates from the dominant maker of chips that power artificial intelligence applications.
  
  NBC News - 18h

• Nvidia’s GTC keynote didn’t boost the stock. Why Wall Street wasn’t so impressed.

  Investors hoping for a surprise new revenue stream instead got an energetic keynote that was lacking in fresh developments.
  
  MarketWatch - 1d

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