Market Overtime: Recapping Nvidia GTC 2026 & Talking Next Steps for NVDA & AI

Welcome to Market Overtime. I'm Nicole Pedalites. Nvidia's GTC conference delivered a clear message.The AI boom is not slowing down, but it is evolving. CEO Jensen Wong laid out a roadmap that points to as much as$1 trillion dollars in AI infrastructure revenue through driven by its next generation Blackwell and Reuben chips. Wong said demand for compute continues to surge and at the same time Nvidia signaling that the future of AI isn't just chips.its entire systems, infrastructure, and energyintensive dat ...