Ed Elson speaks with Gil Luria about the biggest news out of Nvidia’s GTC conference and checks in on the company’s valuation. Then, he is joined by Alice Han to discuss China’s role in the war with Iran. Finally, Ed gives an update on how the war is impacting inflation in America. Gil Luria is the Head of Technology Research at DA Davidson. Alice Han is a Director at Greenmantle and Co-Host of the China Decode Podcast. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on InstagramSend us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nvidia Says $1T Is Coming — The Market Isn’t Buying It

Prof G Markets

# Full Transcript

**Podcast:** Prof G Markets

## Participants

- **Ed Elson** (Prof G Media / Vox Media Podcast Network)
- **Gil Luria** (DA Davidson)
- **Alice Hahn** (Greenmantle)

## Transcript

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[SPEAKER_05] Today's number, $887 million. That's how many dollars Warner Brothers Discovery CEO David Zasloff is expected to receive when he sells the company to Paramount. During his tenure, Zasloff was responsible for instant classics such as Magic Mike's Last Dance and Joker Part 2. But he will always be remembered for his true crowning achievement, re-re-rebranding to HBO Max.

[SPEAKER_05] Money market's mad. If money is evil, then that building is hell.

[SPEAKER_06] The show goes on! The front of the mirror at once is so, so!

[SPEAKER_05] Welcome to Prof G Markets. I'm Ed Elson. It is March 18th. Let's check in on yesterday's market vitals. The major indices posted modest gains. The price of oil climbed higher as President Trump slammed allies for not helping him fight the war in Iran and reopen the Strait of Hormuz. And finally, bond yields fell ahead of the Federal Reserve's interest rate decision due later today. Okay, what else is happening?

[SPEAKER_05] NVIDIA expects at least $1 trillion in revenue from Blackwell and Rubin chips through 2027. That is the headline news out of the company's GTC conference, also known as the Super Bowl of AI, which kicked off this week. In his keynote on Monday, CEO Jensen Huang pitched a future where NVIDIA powers not just chatbots and data centers, but also robots, factories, and autonomous machines in the physical world.

[SPEAKER_05] NVIDIA's stock is up nearly 1.5% since his speech. Lots more to unpack from this conference. So here to discuss all of it, we're speaking with our friend Gil Luria, ...

Nvidia Says $1T Is Coming — The Market Isn’t Buying It

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Nvidia Says $1T Is Coming — The Market Isn’t Buying It

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.