This week, March 17 to March 21, 2025, all the tech geeks (myself included) are glued to what’s happening in San Jose, California. Nvidia’s throwing its big GPU Technology Conference (GTC), and it’s not just for the computer nerds anymore—it’s a full-on party for AI, fast tech, and wild ideas. We’re talking over 900 sessions, 300 exhibitors, and the main event: Jensen Huang’s keynote on Tuesday, March 18, at 10 a.m. PT. GTC 2025 is about to blow our minds—here’s the scoop.

The Keynote: Jensen Huang Takes the Mic

Jensen Huang’s keynote is the moment we’re all holding our breath for. He’s the guy who turned Nvidia into an AI powerhouse, and he’s got this way of dropping news that makes you go, “Whoa, really?” This time, we’re betting he’ll spill some tea on the Blackwell chips and maybe tease this Rubin thing everyone’s whispering about. Nvidia’s stock’s been on a wild ride—down 10% this year after a bonkers 2024—so Jensen’s got to bring his A-game to get us all hyped again.

Blackwell Ultra: Supercharging AI

Okay, so these Blackwell Ultra chips? They’re like the turbo version of what Nvidia’s already rocking. Rumor has it they’ve got way more memory—like 288GB, which is nuts—and they’ll chew through AI stuff faster than you can blink. They’re the secret sauce for those crazy-smart AI models popping up everywhere, like the ones from OpenAI. Yeah, there was some chatter about them overheating before, but it sounds like Nvidia’s fixed that mess. Jensen might just say, “Hey, these are coming your way soon!” and we’ll all cheer.

Rubin and Beyond: What’s Cooking for 2026

Then there’s Rubin—Nvidia’s next big thing for 2026. It’s named after Vera Rubin, this badass astronomer, and it’s got us wondering what’s next. Jensen probably won’t give us the full scoop, but even a little hint about Rubin—or whatever’s after it—will have us daydreaming about flying cars and robot butlers. It’s like he’s tossing us a sneak peek at the future, and I’m here for it. Check out Nvidia’s AI innovation page for a taste of where they’re headed.

Robots, Sovereign AI, and Cars, Oh My!

GTC isn’t just about chips—it’s where Nvidia shows off its wild side. Think robots that act human, thanks to their Isaac platform, or self-driving cars powered by DriveOS. I mean, how cool would it be to see a robot demo steal the show? They’re also talking “sovereign AI,” which is a fancy way of saying countries want their own AI game without relying on anyone else. Plus, with Waymo and others pushing driverless cars, Nvidia’s tech is right in the driver’s seat (pun intended).

Market Vibes: High Stakes, Big Hopes

Nvidia’s rolling into GTC with some serious cash—$39.3 billion in Q4, up 78% from last year, which is bananas. But it’s not all sunshine. Trade drama, tariffs, and some sneaky competitors have people biting their nails, and the stock’s taken a dip. Jensen’s like, “No sweat, more AI just means more folks need our stuff.” GTC’s his shot to back that up with cool new toys and big names like Microsoft and Amazon popping in to say, “Yeah, we’re with Nvidia!” Peek at Nvidia’s stock page to see the rollercoaster for yourself.

Why GTC’s a Big Deal

GTC isn’t just a tech party—it’s where the future gets real. With thousands of brainy folks chatting about AI in medicine, money, gaming, you name it, plus hands-on workshops and park hangouts, it’s got a vibe all its own. For the money crowd, it’s make-or-break—analysts are betting on a stock bounce if Huang nails it. They’re throwing out $200 price targets while it’s sitting at $120.87. Will it soar? We’ll see.

DeepSeek is a Chinese AI startup that has been in the news for its R1 model, touted to give performance at par with major AI platforms like ChatGPT but at much lower costs. However, apart from the hype and words of praise from a few quarters, there are a lot of substantive critiques about its capabilities, privacy policies, and operational ethics. In this paper, we explore why DeepSeek may not live up to the expectations that it has set for itself.

Performance Issues

The first point related to where DeepSeek lacks practical usage, having compared the bench results. Well, despite demonstrating great results for different tests, the real application has exposed quite a few drawbacks:

Lack of Coherence: Users have reported that DeepSeek is unable to maintain coherence in a chat over time, as each new interaction is treated as a fresh start rather than a continuation of a conversation. This may lead to repetitive or irrelevant responses that will diminish user experience.

Flaws in Reasoning: Although DeepSeek boasts advanced reasoning skills, it has been criticized for providing incorrect information regarding simple queries and often does not follow the instructions given, hence defeating the purpose of using the service for complicated questions.

Lack of Features: In comparison to established competitors, DeepSeek lacks several important features that have come to be expected by users of modern AI chatbots, making it less versatile in daily use.

Privacy and Ethical Concerns

A lot of eyebrows are raised regarding the privacy and ethics of DeepSeek. Some of the concerns include:

Censorship and bias: It's a huge concern as to how DeepSeek carries out censorship, especially regarding sensitive subjects aligned with the Chinese government. This further accused the model of issues with biased or politically favorable answers; these will skew information dissemination.

Transparency and Control: DeepSeek doesn't have a Terms of Service or a Privacy Policy, let alone clearly explain how it will handle user data. And the fact that one can't properly sign in with an external service-say, Google-further complicates trusting the site.

User Interface and Experience

DeepSeek's user interface has been another bone of contention:

UI Design: Critics say DeepSeek's UI is a straight lift from the mobile interface of ChatGPT without any notable innovation or user-friendly enhancement in place. This further does not help in establishing any unique identity or improving user interaction.

App Store Reception: DeepSeek has received rather few ratings in the App Store-a fact that speaks volumes about the lukewarm reception at best. It just hasn't taken off with a wide user base, nor has it pleased those who have tried it.

Market and Operational Concerns

Market Impact: Because of its Chinese ownership, there is skepticism over the actual impact DeepSeek has on the global AI market. Some posts on X even say that its applications are limited in the U.S. due to concerns about CCP control.

Operational Ethics: There have also been accusations of intellectual property theft, with some believing that DeepSeek's technology may not be entirely original, which could affect its credibility and legal standing.

All right, so tech stocks are like, super hot right now, and Dell (ticker symbol DELL) is totally in the spotlight. Everyone's excited about AI, and that's driving Dell's stock price way up. But should you buy it? Let's figure it out!

The AI Hype

Dell's stock has been on a wild ride, up a whopping 213% in the past year! This is all thanks to the buzz around their new AI servers. These super-powered machines use fancy Nvidia chips and are supposed to change how data centers work, which would be great for Dell's business. But is it all just talk, or is there something real here?

The Reality Check

Morningstar equity analyst William Kerwin provides a reality check. While AI servers are indeed a growth driver, they constitute less than 2% of Dell's sales. These GPU-enabled servers cater to businesses hosting smaller AI-based tools within their data centers—not the heavy hitters like OpenAI. Moreover, the high cost of GPU chips eats into Dell's margins.

The Bottom Line

One analyst, Kerwin, thinks Dell's stock is only worth around $55, which is way less than its price right now. So, even though everyone's excited about AI, they might be getting a little carried away about how much money it'll make Dell. Keep an eye on Dell, but maybe hold off on buying for now.

Personal Take

As an investor, I've learned that hype can be intoxicating. But it's essential to separate the noise from the substance. Dell's AI journey is intriguing, but let's not forget the fundamentals. Perhaps it's time to balance excitement with a dose of skepticism.

Nvidia (NASDAQ: $NVDA) has had a remarkable year, with its stock price soaring 220% fueled by the booming artificial intelligence (AI) market. This performance has caught the attention of TD Cowen analyst Matthew Ramsay, who has named NVDA his top overall stock pick for 2024.

AI Chip Dominance

"No need to overthink this," Ramsay declared in a note to clients, emphasizing the company's strong position in the nascent but rapidly growing AI space. He sees the companies dominance in AI computer chips as a driver of its future growth and profit.

The optimism is supported by Nvidia's recent financial results. Nvidia's business is booming! Their sales more than doubled last quarter, reaching a whopping $18 billion. This is thanks to their powerful graphics chips, which are essential for artificial intelligence (AI). And things are only getting better, with Nvidia expecting to sell even more in the next quarter.

Ramsay thinks Nvidia's strong position in AI, combined with their innovative technologies and big investments, will keep their growth going strong for years to come. He anticipates "an accelerated product-introduction schedule, and innovation across hardware and all aspects of the AI product line - training, inference, and data processing."

2024 Stock Run

Despite its impressive stock run, Ramsay sees further upside potential for Nvidia. Ramsey believes Nvidia's future is bright! The potent combination of positions Nvidia has not only capitalizes on the burgeoning AI market but also pushes the boundaries of innovation further in other chip areas.

While some may hesitate due to the company's impressive growth and current valuation, Ramsay believes there's still significant room for Nvidia to move. He views the "enormous" and "early-stage" AI market as an opportunity for Nvidia to strengthen its leadership position and earn substantial rewards.

In a groundbreaking move, Amazon.com Inc. is set to pour a staggering sum of up to $4 billion into Anthropic, the renowned AI startup behind the innovative Claude chatbot. Founded by the dynamic sibling duo, Dario and Daniela Amodei, both former OpenAI stalwarts, Anthropic has been making waves in the world of artificial intelligence.

With this investment, Amazon is positioning itself to go head-to-head with the formidable forces of Microsoft-backed ChatGPT and Google's Bard.

The narrative of Anthropic, as crafted by the Amodei siblings, is one of passion, innovation, and the relentless pursuit of excellence. Anthropic gains not only a substantial influx of resources but also the invaluable expertise and infrastructure that Amazon brings to the table. This synergy of talents and resources could very well birth the next generation of AI breakthroughs.

Perfect Corp., a leader in augmented reality and artificial intelligence solutions for retail, announced the latest advancements in its digital solutions for beauty and fashion brands at CES 2022. The company's virtual try-on experiences allow consumers to experience products in an immersive way without leaving the comfort of their homes. Its 3D digital booth gives consumers a chance to try on various items and includes a transaction manager and a social commerce platform.

Perfect Corp Products

Its beauty and fashion tech solutions provide a holistic view of the consumer, enabling brands to connect with consumers in a way that's easier to understand and purchase. Developed by a team of augmented reality experts, the AI-powered solution offers hyper-personalized virtual makeup and hair color, along with skin analysis and hair color. Estee Lauder is one of the first brands to use Perfect's virtual try-on services. Its AgileHand technology provides a wide range of textures, skin tones, and hand sizes to help shoppers decide which products to purchase.

A leading AI and augmented reality company, Perfect Corp. empowers consumer-centric brands by transforming the shopping experience. The company is recognized as a top AI powerhouse, with more than 44 granted patents and dozens of pending applications. The firm's enterprise solutions are used by 95% of the world's top 20 beauty groups. Its consumer app, YouCam, has over 950 million downloads globally. The platform's powerful technology enables shopper-based product recommendations.

Whether a retailer wants to sell an apparel item or a cosmetics item, a perfect Corp. beauty, and fashion tech solution can help. The company's solutions will make omnichannel strategies more effective, and dramatically increase sales conversions. Unlike traditional retail stores, augmented reality solutions help customers choose the best products based on their needs, tastes, and preferences. This enables them to make the most informed decisions.

With its 3D digital booth, Perfect Corp. was able to show the latest innovations in its digital solutions for beauty and fashion. Its AR and AI solutions enable brands to create a more immersive shopping experience, while its AR-powered video consultations enable brand owners to engage and retain customers. This type of experience was refreshing for attendees and is still available today. It is the perfect way to interact with consumers and increase sales.

The AI-powered technology behind the Perfect Corp. applications makes it possible for shoppers to virtually try on beauty products. The solutions include AR-powered step-by-step makeup application guides and an AI skin analysis tool that detects 14 common skin concerns in two seconds. In addition, users can also use their mobile devices to shop for beauty and fashion accessories. Ultimately, these solutions will improve their lives and improve the lives of people worldwide.

CEO Alice Chang

In 2015, Alice Chang founded Perfect Corp. after serving as the CEO of CyberLink for nearly two decades. During her tenure at the company, she developed facial recognition technology and a virtual try-on tool for makeup. She wanted to use this technology in consumer products to avoid making mistakes. Today, Perfect operates consumer mobile applications for virtual makeovers and photo editing. Over 950 million downloads worldwide have been recorded, and consumers have used these applications to virtually try on 10 billion products in the past year.

Zenuity, a new partnership between Volvo and Autoliv, has exciting plans to develop software geared toward a self- driving automobile. Utilizing the Drive PX Al technology by Nvidia, Zenuity hopes to enter these vehicles into the sales arena by 2021.

This may seem like a lofty ambition, but self-driving cars powered by Nvidia's Drive PX are already being tested on the road today. Volvo and Autoliv's new joint venture will base their software advances on the technological foundation created by Nvidia AI tech. They hope this will speed up realization of a self-driving car that is available commercially.

While Volvo's efforts can be uniquely theirs, Autoliv can legally offer the software involved to others in the industry. Nvidia's Senior Director of Automotive on call believes the future holds beneficial collaborative efforts in the industry, and recognizes and acknowledges the technological rewards of utilizing the advances of Nvidia Al tech.