GTC felt more bullish than ever, but Nvidia’s challenges are piling up

Nvidia took San Jose by storm this year, with a record-breaking 25,000 attendees flocking to the San Jose Convention Center and surrounding downtown buildings. Many workshops, talks, and panels were so packed that people had to lean against walls or sit on the floor — and suffer the wrath of organizers shouting commands to get them to line up properly. Nvidia currently sits at the top of the AI world, with record-breaking financials, sky-high profit margins, and no serious competitors yet. But the coming months also hold unprecedented risk for the company as it faces U.S. tariffs, DeepSeek, and shifting priorities from top AI customers. At GTC 2025, Nvidia CEO Jensen Huang attempted to project confidence, unveiling powerful new chips, personal “supercomputers,” and, of course, really cute robots. It was an exhaustive sales pitch – one aimed at investors reeling from Nvidia’s nosediving stock. “The more you buy, the more you save,” Huang said at one point during a keynote on Tuesday. ... Read full article.