Nvidia (NVDA) CEO Jensen Huang took to the stage Tuesday afternoon to deliver his keynote speech at the chip giant’s 2025 GTC event (GPU Technology Conference), where he previewed the company’s next-generation Vera Rubin superchip, its self-driving partnership with General Motors (GM), and vision for the future of robotics.
Benchmark Company managing director and senior semiconductor research analyst Cody Acree sits down with Market Domination’s Julie Hyman and Josh Lipton to share his immediate reaction to Huang’s presentation, Nvidia’s stock, and the chipmaker’s position in the AI trade and broader infrastructure build-outs.
To watch more expert insights and analysis on the latest market action, check out more Market Domination here: https://finance.yahoo.com/videos/series/market-domination/?fr=sycsrp_catchall
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date: 2025-03-18 21:01:36
duration: 00:09:20
author: UCEAZeUIeJs0IjQiqTCdVSIg
Nvidia’s Stock Stumbles After GTC: Evaluating the Future
Nvidia’s annual GTC conference has come and gone, and the stock is now down about 2.5% from its previous day’s close. Installing expectations, CEO Jensen Huang unveiled incremental details about upcoming products, but it seems investors were hoping for more. Cody, Managing Director and Senior Semiconductor Research Analyst at Benchmark, shares his insights on what happened and what it means for Nvidia’s future.
Expectations were tempered due to the AI trading slowdown, and GTC’s incremental details didn’t live up to the hype. Without any mind-blowing announcements, the market struggled to find a catalyst to drive the stock up. Benchmark has always maintained a steady income story around Nvidia’s transition to BlackWidow, UFOH 6000, and Rubin architectures, with future growth driven by earnings, momentum, and BoTiding from cloud hyperscalers continuing to spend on AI infrastructure. Roberts believe that the existing hype and reversal weren’ve left is worse than, intentional newning the impact ofdeep inves harm Cloud instances activating modes.
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Nvidia, a leading tech company in the sector of semiconductor and DeFi (Decentralized Finance), has seen its stock decline by 2.5% after its annual GTC conference. Despite the conference aiming to unveil new products and advances, the investors were left underwhelmed. Cody, a Managing Director and Senior Semiconductor Research Analyst at Benchmark, provided insight into what this means for the company’s future.
The recent trading has been slow partly due to the decrease in the adoption of AI, an important sector for Nvidia. Cody believes the company’s future growth will be driven by the transition to new architectures, BlackWidow, and strong earnings growth.
According to Benchmark, growth will be driven by cloud companies’ spending on AI infrastructure. As Nvidia expands its architectures, cloud companies will have more reason to purchase more graphics processing units. Huge tech companies like Oracle have just recently started to invest in the sector.
Nvidia’s stock will continue to move after the next set of earnings statements. Optimistic market analysts will wait to see how the company improves its earnings through its ability to grow cloud services demand expansion through new and modified architectures. The industry continues to see evidence of increased growth due to a focus on improved functioning in industry enterprise switches like send training.
WAV coils up.
