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AFSL 520526

Fin-X Wealth GTC Rapid Response

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This morning Nvidia held its flagship GTC Conference in Washington DC. Headlined by keynote speaker CEO Jensen Huang, we discovered more details on where Nvidia is heading. Most remarkably, Huang announced visibility into $500B of cumulative chip sales through 2026, with rapid production ramp. Beyond that, this is what also caught our attention.


  • Accelerated computing and AI breakthroughs are driving new platforms, partnerships, and industry transformation.

  • We are entering a fundamentally different era of computing, underpinned by accelerated and parallel computing, due to the slow down of Moore's Law of computing.

  • Just as with the rollout of electricity and the Internet, AI is now seen as essential infrastructure, with every company and nation expected to adopt it.

  • The transition from general purpose to accelerated computing is a once-in-a-lifetime opportunity for innovation.

  • AI is positioned as a workforce multiplier, addressing labor shortages and expanding productivity across the $100T global economy.

  • AI factories, purpose-built for token generation, are replacing traditional data centers.

  • Digital twins and AI factory infrastructure; Nvidia has been working on creating a digital alternate reality of the world, unlocking opportunities to apply machine learning methods to physical problems

    • In other words, expect to see intelligent machines self learn via a digital replication of the world

  • Physical AI, combining simulation, training, and robotics, is advancing manufacturing, logistics, and healthcare.

  • Digital twins and robotics are enabling reindustrialization and reshoring of manufacturing in the US.

  • Robotics and humanoid robots are poised to become major consumer and industrial markets.


Major product and partnership announcements included:

  • Announced NVIDIA ARC, a new AI and 6G-ready radio network computer, in partnership with Nokia.

  • Quantum computing advancements including creation of a stable, error-corrected logical qubit.

  • Introduced NVQ Link, connecting quantum processors with NVIDIA GPUs for hybrid quantum-classical computing.

  • Grace Blackwell NVLink 72 system achieves lowest cost per token and is in full production.

  • Rubin, the next-generation rack-scale computer, is set for production next year, continuing annual performance leaps.

  • Announced partnerships with CrowdStrike for AI-powered cybersecurity and Palantir for accelerated data processing.


Nvidia's GTC is a timely reminder that we are only just at the beginning of a super wave of innovation. Advances are occurring at rapid pace in the digital and physical realms, and Nvidia is positioned to facilitate innovation through its hardware and chips, software libraries, and services.



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