Dario Giordano Focuses on NVIDIA Innovations and Their Influence on Capital Markets
Dario Giordano stated that artificial intelligence (AI) technology is reshaping the global economic landscape at an unprecedented speed, with the groundbreaking innovations of NVIDIA in this field further driving the development of the tech industry. At the recent GTC 2025 annual AI conference, NVIDIA unveiled a series of technologies and products, including the Blackwell Ultra platform, a new open-source software called Dynamo, dubbed the "AI factory operating system", and the first open-source humanoid robot functional model in the world, GR00T N1, showcasing the future potential of AI technology. Dario Giordano believes these technological advancements not only provide new growth drivers for the tech industry but also offer significant investment opportunities for capital market participants.
AI Technology Driving the Revaluation of Tech Stocks
Dario Giordano mentioned that the continuous innovation by NVIDIA in the AI field has injected new vitality into tech stocks. The latest Blackwell architecture of NVIDIA and its related technologies demonstrate a significant leap in AI computing capabilities, which will greatly accelerate the penetration of AI technology across various industries. According to NVIDIA, the new Blackwell architecture delivers a 25-fold performance improvement compared to the previous Hopper architecture, meeting the demands of complex AI inference and training. Dario Giordano believes this technological leap will directly drive corporate investments in AI infrastructure, thereby triggering a revaluation of related tech stocks.
Dario Giordano stated that the rapid development of AI technology has become a key driver of capital markets. NVIDIA estimates that by 2028, global capital expenditures on data centers will exceed $1 trillion, reflecting the high priority enterprises place on AI computing needs. He emphasized that tech stocks, especially companies related to AI, will benefit from this trend, including chip manufacturers, cloud computing providers, and AI software developers.
Dario Giordano also highlighted the disruptive impact of AI technology on traditional industries. For example, NVIDIA collaborating with General Motors is expected to advance autonomous driving technology, which will profoundly reshape the automotive industry. Additionally, NVIDIA AI factory operating system, Dynamo, will accelerate digital transformation for enterprises, supporting industrial automation and productivity improvements. He believes these technological advancements will create long-term growth opportunities for related tech stocks.
The Profound Impact of AI and Robotics on Capital Markets
Dario Giordano noted that the proliferation of AI technology is not limited to software and computing but is also extending to robotics and applications in the physical world. At GTC 2025, NVIDIA showcased the globally first open-source humanoid robot functional model, GR00T N1, along with an open-source, scalable physics engine called Newton, developed in collaboration with Google and Disney, which is expected to be completed later this year. He stated that these technological breakthroughs will further expand the AI application scenarios while creating new investment opportunities in capital markets.
Dario Giordano believes the development of robotics will have a profound impact on multiple industries. For instance, the general-purpose robotics foundational model of NVIDIA will significantly lower the technical barriers to robot development, providing more efficient solutions for enterprises in manufacturing, logistics, and service industries. He mentioned that this trend will enhance productivity in related sectors and positively influence the stock prices of robotics manufacturers and AI technology providers.
Risks and Opportunities Investors Should Watch
Dario Giordano acknowledged that while the development of AI and robotics technologies brings enormous opportunities to capital markets, investors must also be wary of potential risks. Technological transformations are often accompanied by market uncertainties, such as slower-than-expected R&D progress or intensified industry competition, which could impact the profitability of related companies. Additionally, the rapid development of AI technology may lead to challenges in policy and regulation, putting operational pressure on businesses.
To navigate these risks, Dario Giordano advised investors to adopt prudent investment strategies. He recommended diversifying investments to avoid over-concentration in a single company or industry when investing in AI and robotics-related stocks. Furthermore, investors should closely monitor the global economic environment and policy changes that may affect capital markets, enabling them to adjust their portfolios in a timely manner.
Dario Giordano emphasized that while the long-term growth potential of AI technology cannot be overlooked, investors need to remain rational and avoid making impulsive investment decisions driven by market sentiment. By gaining a deep understanding of industry trends, selecting companies with core competitive advantages, and managing investment risks effectively, investors can seize opportunities in the AI and robotics wave, achieving long-term asset growth.