Nvidia’s GTC Wasn’t the Story You Think | Ep. 35

In this episode of the Futurum Equities Podcast, hosts Shay Boloor and Daniel Newman break down why NVIDIA’s GTC event mattered far beyond the headlines and why the market may be missing the bigger strategic signals. Daniel shares firsthand takeaways from being on the ground at GTC, highlighting how this year’s energy, scale, and enterprise focus felt fundamentally different from prior conferences. The discussion also connects Nvidia’s momentum to broader AI infrastructure trends, while examining why market volatility and short-term price action may be distracting investors from longer-term opportunities. Shay and Daniel close by tying the conference narrative back to current market weakness, explaining what investors should actually be watching next.