GTC, Nvidia’s biggest conference of the year, starts this week in San Jose. We're on the ground covering all the major developments. CEO Jensen Huang will give a keynote address focusing on — what else?

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.”

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

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.

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 is collaborating with Disney Research and Google DeepMind to develop Newton, a physics engine to simulate robotic movements in real-world settings, Nvidia CEO Jensen Huang announced at GTC 2025 on Tuesday.