Nvidia recently announced a host of AI-related partnerships.
Transcript:
Chris Versace: Nvidia held its latest GTC event with CEO Jensen Huang once again delivering a keynote address that talked about the future promise of AI. Jensen also announced a number of partnerships for Nvidia. And to me, it really says that yes, we are not only still in the relatively early innings of AI, but adoption of AI across a wider array of industries companies is continuing to unfold. That keeps me bullish on Nvidia, but also on other shares that we have in the Pro portfolio, whether it’s Marvell or Eaton, as data center infrastructure continues to be built out not just this year, but over the next several.
You know, again, the market has been volatile of late. If you take a look at a chart of the market over the last 6 or 7 months or so, a lot of the enthusiasm that we saw after the Trump election has kind of come out. I think that reset is a very good opportunity for folks to revisit names that are continuing to benefit from, you know, structural shifts in the economy that includes AI. So whether it’s Nvidia, Marvell, Eaton or some of the others that are poised to benefit from the multi-year uptick in spending relating to AI and data center build out. It is a great time indeed to revisit some of these names.
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