$NVDA
— amit (@amitisinvesting) March 16, 2026
JENSEN:
“Last year, I said we see $500B worth of demand over the coming quarters. Now, I see that number at minimum is $1T.”
Mic. Drop. pic.twitter.com/8isNrHujWE
$NVDA CEO Jensen Huang says Nvidia will scale AI systems using both copper and optical networking.
— Shay Boloor (@StockSavvyShay) March 16, 2026
He emphasized that future NVLink architectures will combine copper, optics and co-packaged optics to expand system scale and capacity.$LITE, $COHE, $AAOI, $CRDO pic.twitter.com/xEqTrWfYNs
$NVDA CEO Jensen Huang just said “Robotics is a $50 trillion industry.” pic.twitter.com/8iy7d8rqgb
— Shay Boloor (@StockSavvyShay) March 16, 2026
Jensen reminds investors of the big picture: Over the past five years, they have moved from a chip company to an AI factory company. He says there is a lot of compute that is squandered today. Says systems are getting more complex, and Nvidia is the platform to build the most…
— Gene Munster (@munster_gene) March 16, 2026
Jensen address the future of software.
— Gene Munster (@munster_gene) March 16, 2026
Says every software company will become an agentic software company.
My take: Agree, and the impact of that will change how software companies monetize. We move from selling seats (SaaS) to selling outcomes and task completion (Agentic).…
