This bonus episode of 'Non Consensus Investing', hosted by Ram Ahluwalia from Lumida Wealth, delves into NVIDIA's recent GTC conference, shedding light on the future of AI and semiconductor technology. The discussion covers groundbreaking advancements, including integrating GPUs for parallel processing to power AI, marking a significant shift from traditional CPU-based data centers. Key highlights include NVIDIA's focus on creating modernized, AI-accelerated data centers, the potential of generative AI, and the introduction of novel software distribution methods through NIMS. Additionally, NVIDIA's efforts in robotics, the creation of the world's most advanced GPU ('Hopper'), and their ambitious project to achieve exascale computing capabilities are discussed. The episode discusses NVIDIA's vision for digital twins and AI-assisted drug discovery with BioNemo. Tying these technological advancements back to investment opportunities it emphasizes NVIDIA’s strategic position in the AI and semiconductor markets. It explores broader implications for data centers, energy requirements, and the future of digitalization and AI-enabled industry transformation.