In a significant turn of events, Nvidia’s stock price plummeted by 3.4% on Tuesday following CEO Jensen Huang’s keynote address at the annual GTC 2025 conference in California. During his speech, Huang unveiled an array of new and updated AI chips, aiming to shed light on Nvidia’s innovative trajectory amidst a broader market downturn.
Key Highlights from Jensen Huang’s Keynote
Huang commenced his address by proudly declaring, “Artificial intelligence has made extraordinary progress,” highlighting the advancements Nvidia has made in the field of AI. He confirmed the highly anticipated launch of the Blackwell Ultra AI chip, expected in the latter half of 2025. This new chip is set to succeed the current-generation Blackwell GPUs, which have already proven successful, generating $11 billion in revenue despite initial production hiccups.
Moreover, Huang introduced the GB300 superchip, a powerful combination of two Blackwell Ultras and one of Nvidia’s Grace CPUs. Looking ahead, he shared that Nvidia would roll out its next AI superchip, Vera Rubin, by the end of 2026, with another iteration, Vera Rubin Ultra, slated for 2027. Huang’s structured roadmap shows Nvidia’s commitment to continuous innovation in AI technology.
Stock Market Reaction: A Broader Context
Despite these promising announcements, Nvidia’s stock faced a notable decline, echoing a larger trend across significant tech stocks. This downturn comes on the heels of a turbulent year for Nvidia in 2025, starting with shares hitting a record close above $149 in January, only to see a drastic fall shortly after due to competitive pressures from rival AI model DeepSeek. The ongoing uncertainty surrounding macroeconomic factors like inflation and trade policies has further fueled market volatility, impacting investor confidence.
Dan Ives, a bullish analyst at Wedbush, previously expressed hope that the GTC conference would act as a pivotal moment for technology stocks, emphasizing that the AI revolution remains on a solid trajectory despite current market trends.
Analyst Perspectives on Nvidia’s Future
While some analysts expressed caution regarding AI investment cycles, namely concerns that customers may be overextending their AI compute capabilities and facing downswings, others maintained a bullish outlook. Truist analyst Will Stein reiterated a Buy rating with a $205 price target, citing Nvidia’s unparalleled position in the AI sector, attributed not merely to its chip performance but also its culture of innovation and substantial investment in software and services.
Stein contextualized the current bearish sentiment as a buyer’s opportunity, stressing the inevitable cyclical nature of technological advancement and investment.
Conclusion: What Lies Ahead for Nvidia?
As Nvidia continues to chart its course through the complexities of the tech landscape, the recent GTC 2025 event showcased both its innovative prowess and the challenges it faces in a shifting market environment. While stock volatility reflects investor skepticism, the long-term trajectory of AI advancements remains promising. One key takeaway is that investors should closely monitor how Nvidia navigates these challenges and leverage future updates.
As we look forward, what strategies will Nvidia employ to sustain its leadership in the competitive AI landscape? Will market conditions stabilize, allowing investors to refocus on the technological innovations that lie ahead? The answers may shape the future of AI investments significantly.返回搜狐，查看更多
平台声明：该文观点仅代表作者本人，搜狐号系信息发布平台，搜狐仅提供信息存储空间服务。