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.”

Nvidia CEO Jensen Huang paid homage to Denny's at the company's GTC AI conference, highlighting Silicon Valley's penchant for humble origin stories.

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 stock was dropping as investors awaited the start of CEO Jensen Huang’s keynote address at the company's GTC developer conference this afternoon. Shares of the AI chip company were down 3.1% in early trading Monday to $115.

NVIDIA (Nasdaq: NVDA) is hosting its biggest event of the year: GTC. Yesterday NVIDIA CEO Jensen Huang gave a keynote which not only was the company’s opportunity to push back on concerns weighing down its stock,

Nvidia is collaborating with Disney Research and Google DeepMind to develop Newton, a physics engine to simulate robotic movements in real-world settings, Nvidia CEO Jensen Huang announced at GTC 2025 on Tuesday.