Nvidia's Role in the AI Inflection

A fresh wave of semi catalysts lining up for next — from Nvidia’s GTC event to Micron earnings and an AWS–Cerebras tie-up. What Fast Money Friend Gene Munster is watching, and what to expect from Nvidia’s CEO Jensen Huang when he takes the stage. Plus Jefferies’ David Zervos joins us with a simple message for investors: “Don’t panic,” as traders weigh inflation risks, Meta’s reported AI delay, and Boeing’s push to fix wiring issues.

Fast Money Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.