The recording is here, we should have an embeddable version and a transcript by tomorrow.
After the analyst get together the stock is acting a bit peppier, $118.11, up $2.68 last.
Earlier: "NVIDIA GTC 2025 – Built For Reasoning, Vera Rubin, Kyber, CPO, Dynamo Inference, Jensen Math, Feynman" (NVDA)
