Nvidia stock sinks as CEO Jensen Huang keynotes GTC 2025 event, unveils new chip lineup

NVIDIA (NVDA) shares slipped by 3.4 % on Tuesday after the annual GTC conference began in California with a major score from CEO Jensen Huang, who unveiled the new and updated AI 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 release the upcoming AI chip, Blackwell Ultra, in the second half of 2025, as expected previously. Blackwell Ultra follows the current generation of Chipmaker, which has achieved widespread production during the fourth quarter of NVIDIA, where he achieved $ 11 billion revenues, after facing delay and reports on high temperature and stumbling.

Blackwell [the current-generation GPU] Huang said: “The customer’s request for full production, and the slope is incredible,” Huang said. Customer request is incredible. “

“We will easily move to the upgrade [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 the CPU (CPU). Huang also said that NVIDIA will launch the next Supercheip AI, Vera Robin, in the second half of 2026-and 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 led by large technical 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 the new AI model of the Chinese company Deepseek raised concerns about the artificial intelligence bubble and fly nearly $ 600 billion in 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 has witnessed its losses in the market from a record level close to one 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.

In general, the shares of technology led the last shrinkage in the stock market. NASDAQ (^IXIC) entered a correction area on March 6, and she followed the S&P 500 (^GSPC) followed after a week, as president Trump’s tariff and federal jobs were fueled by fears of inflation.