Markets continued their upward trajectory in March, again led by Nvidia (NVDA) which rose 84% during the first quarter.
Last year markets were driven by the movements in Treasury yields, this year by Nvidia.
Powering a new era of computing, NVIDIA last month announced their development of the Blackwell chip which “features six transformative technologies for accelerated computing  to  help unlock breakthroughs in data processing, engineering simulation, electronic design automation, computer-aided drug design, quantum computing and generative AI”, according to the company’s website. Jensen Huang, founder and CEO of NVIDIA, said: “Generative AI is the defining technology of our time. Blackwell is the engine to power this new industrial revolution.”

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