Nvidia founder Jensen Huang kicked off the company's artificial intelligence developer conference on Tuesday by telling a crowd of thousands that AI is going through “an inflection point.” At GTC 2025,

Nvidia has wrapped its GTC keynote, but investors didn't seem too impressed, with shares ending the day down 3.4%.

Key Takeaways Nvidia CEO Jensen Huang’s highly anticipated GTC keynote failed to deliver a big boost to the company's stock, though analysts remain bullish on its potential for AI-driven growth. Several analysts pointed to Nvidia's rapid pace of innovation relative to peers and robust demand from cloud customers.

Nvidia stock rose 1% Wednesday, stemming losses from a two-day slide that saw shares lose 5% as the AI chipmaker’s annual GTC conference failed to excite investors amid a broader market downturn.

Investors hoping for a surprise new revenue stream instead got an energetic keynote that was lacking in fresh developments.