Every March, Nvidia turns San Jose into the epicenter of AI hype.

If last year’s GTC was “Woodstock,” this year?

Full-blown Super Bowl.

Leather jackets, T-shirt cannons, stadium-sized visuals—CEO Jensen Huang knows how to make an entrance.

But beyond the theatrics, here’s what actually went down—and why the AI world can’t stop talking about it.

“Reasoning AI” Needs Power—LOTS of It

Nvidia’s ambitions stretch far beyond chips:

• Autonomous Driving: Nvidia powers everything from training to in-car decision-making. GM just picked Nvidia to help build their future self-driving fleet.

• cuLitho: A lithography game-changer, already embraced by TSMC and ASML.

• AI Factories: Forget data centers. Nvidia wants to turn them into AI-generating super hubs.

Also announced: CUDA Q for quantum, Monai for medical imaging, and Para Bricks for gene sequencing. Yep, it’s a whole thing.

What about the Stock

Despite all the buzz, Nvidia’s stock dropped 0.7% on the day of Huang’s keynote and is down 3.3% for the week. Year to date? A 12.4% dip.

Why? Investors still have questions:

• Will expensive chips ($30K–$40K each) pay off?

• Is demand softening or just delayed?

• What’s the short-term roadmap?

Wall Street isn’t jumping ship though—analysts remain bullish. Think $170–$175 price targets from JPMorgan and Piper Sandler.

The scoreboard isn’t final—but the game is definitely on. Whether or not Wall Street’s convinced just yet, one thing’s clear: Nvidia isn’t just playing the AI game—it’s rewriting the rules.

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