Nvidia will be a major beneficiary of the growing inference pie: Big Technology's Alex Kantrowitz

Let's bring in CNBC contributor Big Technologies, Alex Canerix. Alex, good to see you. Saw you here at the exchange yesterday off camera, but let's talk about Nvidia.It's weird. Uh Nvidia sort of has to make the case at this point. It's been doing so well that it continues to do well and maybe can do even better.What What have you found to be the most notable points out of GTC. >> Well, first of all, it just highlights the expectations on this company. Only Nvidia could tell you that it's going to make a tr ...