Dickens: NVDA GTC 2026 Shows AI "Not in a Bubble" Despite Bottlenecks

It's time to spotlight Nvidia and all the news that came out of its GTC conference. Joining us now to help break it all down, Stephen Dickens, the CEO and principal analyst at Hyperframe Research. Stephen, great to have you with us.You know, obviously coming off a big week here for Nvidia. Lots of announcements, lots of releases, lots of tech talk, but the big theme really seems to be the transition of AI really from chips to fullcale infrastructure for Nvidia. Exactly, Marley.Action-packed week last week. ...