Despite investor fears of an AI bubble, Nvidia's latest conference shows that most in the industry aren't concerned by that possibility.

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Nvidia's annual GTC conference featured a 2.5-hour keynote from CEO Jensen Huang packed with bold projections — a $35 trillion AI agent market, $50 trillion physical AI/robotics market, and $1 trillion in expected Blackwell and Vera Rubin chip orders by end of 2027. Despite these figures and strong financials (73% YoY revenue growth), Nvidia's stock dropped during the keynote. Analysts attribute investor hesitance to broader uncertainty around AI's societal and economic impact, unclear enterprise ROI data, and bubble fears — not to any weakness in Nvidia's actual business. Experts note that enterprise AI adoption is accelerating and that Nvidia's infrastructure underpins much of the global economy, with Amazon reportedly committing to purchase 1 million GPUs by 2027.

Why Wall Street wasn’t won over by Nvidia’s big conference

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