Nvidia (NvdaThe shares slip 3.4 % on Tuesday AI Chipmaker annual GTC conference In California, I started with one of the keywords of the CEO Jensen Huang, who unveiled the new and updated artificial intelligence chips.
“I made artificial intelligence extraordinary progress,” Huang said at the beginning of his speech.
The CEO confirmed in a two -hour major speech that NVIDIA will do Run the upcoming artificial intelligence chip, Blackwell Ultra, in the second half of 2025As expected previously. Blackwell Ultra follows the current generation of Chipmaker, which achieved widespread production during the fourth quarter of NVIDIA, where he achieved $ 11 billion in revenues, after facing delay and reports on High temperature and defect.
“The current generation GPU) in full production, and the slope is incredible,” Huang said. “Customer request is incredible.”
“We will easily move to the Blackwell Ultra,” he said.
In addition to the Blackwell Ultra chip, NVIDIA appeared for the first time in GB300 Superchip, which combines two Ultras Blackwell and one of Central processing units (central processing units). Huang also said The next Nvidia Superchip AI will be launched, Vera Robin, in the second half of 2026 Superchep of the next generation after that, Vera Robin Ultra, in the second half of 2027.
“We have an annual rhythm of the road maps that have been set for you,” he said.
Huang updates failed to stop a segment in the shares of the company that erupted through a wider market leakage on Tuesday, which was Leaded by large technology shares. The decline of NVIDIA on Tuesday has made the shares of the artificial intelligence maker make up by 14 % so far.
The shares of NVIDIA witnessed great fluctuations in 2025. The public shares started with a stir, where it recorded a record above $ 149 in early January. They fell when they re -recovered that the new artificial intelligence model from the Chinese company Dembesic had raised concerns about the artificial intelligence bubble and Introducing nearly 600 billion dollars from the maximum of the chips maker market In one day. In her latest march, after her profits in the fourth quarter and increased uncertainty in the macroeconomic economy, NVIDIA saw her Costume losses for the market from its near trillion dollars.
Dan Evs, Nafidia Paul analyst and Widbush analyst, hoped that GTC would be “a moment of awakening for technology bulls”, as he wrote in a memorandum of investors on Tuesday.
Generally, technical stocks have The last stock market shrinks. the Nasdak ((^IOCE)) A correction area entered March 6and S & P 500 ((^Gspc)) She followed her example after a weekSince President Trump’s tariff and the discounts of Dog for federal functions that feed concerns about inflation.
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