Why Wall Street wasn't won over by Nvidia's big conference
By Rebecca Szkutak
Published on March 21, 2026.
Nvidia's CEO, Jensen Huang, has faced criticism from Wall Street investors following his keynote at the company's annual GTC keynote, where he delivered a 2.5-hour talk about the company’s latest innovations, including new video game graphics tech and updated networking infrastructure, autonomous vehicle deals, and a new chip designed to accelerate AI inference in the Vera Rubin system. Huang also predicted $1 trillion worth of purchase orders for the company products by the end of 2027. However, Wall Street shares were not swayed by Huang's talk, focusing instead on AI's uncertain future and fears of a bubble. Futurum CEO Daniel Neuman believes that the speed of AI innovation has created a new uncertainty that most people never expected. Despite this uncertainty, there is no sign of an AI bubble or a significant increase in adoption of AI technology. Despite these issues, Nvidia continues to beat its goals and quarterly estimates and continue to exceed them.
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