Wall Street Wasn't Won Over by Nvidia GTC Despite Jensen Huang's Sweeping Announcements

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Despite Jensen Huang's record GTC keynote — covering Vera Rubin, Feynman architectures, and expanded agentic AI partnerships — institutional investors stayed unconvinced, with Nvidia shares moving modestly as analysts flagged concerns about AI infrastructure ROI timelines and hyperscaler capex sustainability. TechCrunch analysis notes that markets are now distinguishing between infrastructure spending momentum and near-term monetization clarity. The gap between trillion-dollar AI buildout and demonstrable enterprise revenue remains the sector's core credibility problem.