AI
Episode notes
Guilded News EP15
Description: Jensen Huang keynotes GTC today. The Fed meets tomorrow with $100 oil on the table. And $18.8 trillion in household debt connects both stories. Three collisions, one week — and the analytical framework to navigate it.
SHOW NOTES (PRIMARY SOURCES)
1) NVIDIA — GTC 2026 keynote (March 16, 11 AM – 1 PM PT): https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-CEO-Jensen-Huang-and-Global-Technology-Leaders-to-Showcase-Age-of-AI-at-GTC-2026/default.aspx
2) NVIDIA — GTC sovereign AI sessions:
Keywords
oil pricesINFLATIONFOMCai infrastructure NVIDIA GTCFederal Reservehousehold debtinterest rateseconomymarkets