Nvidia shares bumped higher in early Wednesday trading, following the main event of the tech giant's developers' conference yesterday, as analysts dug into the keynote address from CEO Jensen Huang and his predictions for the AI investment landscape over the next few year.

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 CEO Jensen Huang presented the company’s new chips and hyped the data center industry’s build-out. Huang laid out the map: The company’s next AI chip out of the fab will be Blackwell Ultra, which debuts in the second half of this year.

Nvidia CEO Jensen Huang said on Tuesday the company was well placed to navigate a shift in the artificial intelligence industry, in which businesses are moving from training AI models to getting detailed answers from them.

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.” GTC 2025, heralded as “AI Woodstock,