NVIDIA stems from losses because GTC leaves the Wall Street analysts “comfortably with the demand for artificial intelligence in the long term”

Nvidia (NvdaThe shares increased by more than 1 % on Wednesday before marketing, stemming from the losses of two days, which saw the shares lost 5 %. AI Chipmaker’s annual GTC Conference has failed to excite investors middle Breaks in the market wider.

The reflection of Nvidia Stock comes while Wall Street analysts moved away from Watch the CEO of Jensen Huang closely GTC 2025 Keynote Tuesday optimistic about the company’s road map and the request of artificial intelligence, Double their upward looks The chips maker on notes for investors. These requirements contradict wider concerns about the demand for long -term artificial intelligence and more efficient models of artificial intelligence, which reduces the need to calculate devices such as NVIDIA famous graphics units (graphics processing units, or artificial intelligence chips).

“(W) came out of the required keyword to lead NVIDIA which if there is anything to expand.”CATIF Malik analyst, repeated his classification for purchase on NVIDIA shares, $ 163 and summoning the King of the Hill.

Huang AI set up in NVIDIA during its show in San Jose on Tuesday afternoon: NVIDIA Will Run the upcoming artificial intelligence chip, Blackwell Ultra, in the second half of 2025and Next Superchip AI, Vera Robin in the second half of 2026And Superchep of the next generation (Vera Rubin Ultra) in the second half of 2027. Huang confirmed that he sees a spending on the data center on account devices (i.e. the total cultivated NVIDIA market) up to $ 1 trillion.

He told the Grand Mobilization: “I said before that I expect the construction of the data center to reach a trillion dollars.

Raymond James (RJFAnalyst Sarini Bagouri reiterated his strong classification on the purchase on NVIDIA, echoing Citi’s Malik, “In general, we have come out of comfortable with the long -term request for artificial intelligence and we still like to create a NVDA road map.”

“The road map seems very strong, and the gap continues to be consistent throughout their huge position,” said Stacy Rachton from Bernstein in his own note for investors on Wednesday morning.

Huang seems to convince analysts that artificial intelligence models are cheaper and costly (i.e. Deepseek in China) will not harm the request of Amnesty International.

“During the keyword session, Jensen Huang gave a convincing argument on how innovations in artificial intelligence models, such as Deepseek, have made the complication of the account and require an increase in demand for account,” JPMorgan Books (JpmAnalyst Harlan Sur in a note early Wednesday.

Some were more skeptical.

“There were little comments that compare the cases of use (in NVIDIA graphics units) versus their peers or ASIC (designated chips by companies such as Broadcom is a competition for NVIDIA graphics processing units), Jeffrez’s books (Jeff) Late Cortis, late on Tuesday, adding that Vera Robin “will only be a gradual update in 2026 with Robin Ultra a more feasible jump in 2027.”