It's Jim Kramer here. You're listening to the opening bell of CBC Squawk on the Street.

Don't miss a minute of the action.

Good Tuesday morning and welcome to Squawk on the Street. I'm David Faber. Post 9 of the New York Stock is Shane.

Jim Kramer. He is in San Jose, California for NVIDEO's GTC event. And Carl is off this morning. Let's give you a look at futures before we get started with trading. One half hour from now we are looking for, as you can see on the screen, a lower open. Let's get to our roadmap. It does start with NVIDIA a i message CEO jensen wong getting set to deliver

his keynote that'll be later today plus it is alphabet's largest acquisition ever in fact by far

it agrees to buy cloud security startup whiz the price tag 32 billion32 billion in cash.

And it is day one of the FOMC meeting with Chair Powell set to make a decision, of course, on rates.

That'll be tomorrow.

All right, let's get right to Invidia, of course, ahead of Jensen Wong's big address.

That's later today, as you've already known by now, I guess, but we're going to remind you again for the next 24 hours.

He will also join our show live at 10 a.m. Eastern, more with Mad Money later tomorrow as well.

All of that, of course, taking place with the man I'm about to talk to for the next hour.

Jim, what are your expectations from this keynote? Well, I think that there's going to be, I'd say, a re-anchor.

What we're going to find out is that the reason why the stock lost $600 billion in valuation from DeepSeek is,

this is the Chinese hedge fund, basically, that came up with a way to be able to

make something AI that's much cheaper is because, well, look, this is terrific. It gets more people

involved. Got to have more people involved. It's an on-ramp now, and the focus will be what happens

when you get to the Nvidia platform. And they're going to stress platform because platform is a little less assailable.

When you have a platform, obviously you have software, you have many different areas that you

can emphasize.

There'll be a, I think there'll be a health vertical that we'll see.

I think we'll be able to see an autonomous vehicle.

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