Squawk on the Street cover image

SOTS 2nd Hour: Cramer Interviews Nvidia CEO, Apollo's Chief Economist, & Iran's Fed Impact 3/17/26

Squawk on the Street

00:00

Analyst Reaction: Nvidia as an Inference Winner

Stacey Rasgon explains why Nvidia can dominate inference, its cost-per-token lead, and implications for competitors.

Play episode from 29:21
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app