Nvidia ads that shook the stock market

Nvidia's annual GPU (GTC) technology conference has long been the highlight for the ai ​​community for a long time. In this year's event, the CEO of Nvidia, Jensen Huang, announced a road map of new products and innovations aimed at expanding artificial intelligence. This included next -generation ai chips: Blackwell Ultra, Vera Rubin, etc., accelerated inference software and even future advances in robotics. However, despite the fanfare, the price of Nvidia's shares experienced a remarkable decrease. In this article, we dissect the key advances of ai presented in GTC 2025 and explore the cautious reaction of the market.

The latest Nvidia ads in GTC 2025

First, let's explore the next innovations announced by the CEO of Nvidia, Jensen Huang, at the GTC 2025 event.

<h3 class="wp-block-heading" id="h-next-generation-ai-chips-blackwell-ultra-and-beyond”>Next -generation chips: blackwell ultra and beyond

In the event, Nvidia revealed a series of chips advances that will boost the next wave of innovation of ai. The company introduced its GPU Blackwell Ultra, designed to offer exponential improvements in the performance of inference and energy efficiency. Together with him, Nvidia also announced his GB300 Superchip, which combines two Ultras Blackwell with the company's Central Grace Processing Unit (CPU).

On the basis of this, the road map extends to the next Vera Rubin chips scheduled for its launch in the second half of 2026 and Vera Rubin Ultra in 2027. These chips promise a higher data performance and improved processing capacities, crucial for training and execution of increasingly complex ai models. Vera Rubin will have 3.3 times the performance of the Grace Blackwell system in NVIDIA, with 144 graphics processing units. His follow -up, Vera Rubin Ultra, will be an even more massive system with 14.4 times the performance of Grace Blackwell and 576 GPU.

In addition, a successor architecture, with a name in Feynman code, is also scheduled for launch in 2028. This underlines Nvidia's commitment to an annual cadence of innovation in the ai ​​hardware space.

<h3 class="wp-block-heading" id="h-ai-optimized-computing-and-networking-technologies”>Computer Technologies and Optimized Networks of ai-AII

Nvidia is also democratizing the calculation power of ai with the launch of personal ai computers DGX. These desktop systems, designed in collaboration with partners such as Dell, Lenovo and HP, are aimed at bringing supercomputing capabilities to researchers and developers at a more accessible scale.

Complementing these are new network technologies, such as Spectrum Silicon Fotonic switches – x and Quantum –x. These products integrate optical communication with accelerated NVIDIA calculation platforms to allow more efficient and more efficient data transfer among thousands of GPU in modern ai data centers in modern data centers

<h3 class="wp-block-heading" id="h-software-platforms-for-ai-inference”>Software platforms for the inference of ai

Another prominent point in the event was Nvidia Dynamo, an open -source software system designed to optimize ai inference. Supported “The Operating System of an ai Factory”, Dynamo aims to climb reasoning models efficiently distributing the workloads in the GPUs dynamically. This improvement is fundamental as IA applications change from mere generation to reasoning tasks and complex decision making.

<h3 class="wp-block-heading" id="h-advancements-in-robotics-and-agentic-ai“>Advances in Robotics and Agent ai

Nvidia exceeded the limits beyond the traditional applications of data centers addressing robotics and physical ai in GTC 2025. A prominent announcement was the introduction of the Isaac Gr00t N1 Foundation model for humanoid robots. This new model is designed with an architecture of the dual system inspired by human cognition, with rapid “system 1” reflexes and a slower reasoning process “system 2”.

With GR00T N1, NVIDIA aims to accelerate the development of adaptable generalist robotic platforms. The first demonstrations of the model showed a robot that autonomously executed tasks such as ordering. This suggests a future in which robots can pass tools to intelligent learning partners.

Promising technological associations

In the event, Nvidia announced its collaborations with Disney Research and Google Deepmind, even more emphasizing their vision of integrating robotics with ai. These associations aim to develop advanced physics engines (for example, the Newton engine) and simulation frames that will pave the way for the implementation of the real world of intelligent robotics in all industries.

During its opening, Huang also revealed the Nvidia Association with General Motors (GM) to help them build their first fleet of autonomous cars.

The reaction of the stock market to GTC 2025

Now, despite the GTC Opening speech by Jensen Huang, loaded with an impressive product roadmap, Nvidia's actions fell significantly after the ads. The action, which decreased by almost 1% in advance of Huang's key note, ended the day off with a 3.4% drop, since its annual GTC event did not impress investors.

There are several factors that contributed to this contradictory response of the market:

• Incremental growth and income time: Analysts see the new ai and software chips such as incremental updates instead of important income drivers, which raises concerns about their short -term financial impact.
• Competitive and geopolitical pressures: Profitable alternatives of new companies such as Deepseek defy Nvidia's pricing power, while commercial restrictions and geopolitical tensions add uncertainty.
• Investor concerns about ai spending: Despite the potential of ai, high infrastructure costs for ai data centers raise doubts about the immediate growth of profits.

The launch of the Chinese model of the Deepseek-R1 had caused a dip in the prices of Nvidia's shares earlier this year. The new federal restrictions and regulations on the export of ai chips have also taken a blow to Nvidia prices. And now with the GTC ads that do not work too well, the feeling of the short -term market remains cautious, hoping that the current correction of the price of the shares will be temporary.

The future of Nvidia: Does it go in the right direction?

For the observers of the community and the ai ​​industry, the NVIDIA GTC 2025 offers a fascinating vision of the future of ai infrastructure. The company's roadmap, with a rapid cadence of chips launches, a new inference software and innovations in robotics, positions it as a key facilitator of the next -generation ai.

However, the mixed reaction in the stock market underlines an important lesson: technological skill alone does not guarantee immediate financial gains. Investors are waiting for concrete evidence that these innovations will surely become solid sources of income. For those who track the ai ​​revolution, Nvidia's developments are promising. However, the trip from technological advances to market impact is often measured in years instead of months.

As the ai ​​revolution continues to evolve, the aggressive investment of NVIDIA in hardware, software and associations will probably shape the industry trajectory. For professionals and researchers, these developments represent exciting opportunities to take advantage of avant -garde tools and models. However, only time can know if NVIDIA can navigate the broader economic dynamics that influences technological investments.

Conclusion

Nvidia's GTC 2025 key note showed a vision of a future where ai is more powerful, interconnected and embodied in smart machines. From next generation chips such as Blackwell Ultra and Vera Rubin to transformative robotics models such as Isaac Gr00t N1, the company is laying the foundations for significant advances in ai. However, the caution reaction of the stock market serves as a reminder that even leading innovations in the industry must ultimately demonstrate their financial viability. For enthusiasts and ai professionals, these ads offer a look at the future of ai and a challenge to close the gap between innovative technology and market success.

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