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Stock check in: $NVDA is still up 2% today, vs. up 2.8% at the start of the keynote. Nasdaq up 1.5%.

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Now 45 minutes in, Jensen continues on the platform message. He's keeping it simple with the message "we're a vertically integrated computing company, and horizontally open, allowing customers to build accelerated applications". CUDA-X Libraries are a part of that. My take: He's reminding investors not to stress about the long term because Nvidia has a seat at the table to ride future AI “vectors” because CUDA-X Libraries (70 new ones announced this week) will require big customers to keep coming back. These libraries are algorithms optimized to solve for vertical applications.

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