Nvidia's CEO Jensen Huang addressed the crowd at the company's global artificial intelligence conference. Naturally, the keynote had a strong focus on Nvidia's future delving into AI technologies, including the current Blackwell processing architecture and beyond.

Shares of several Nvidia partners got a lift Wednesday in the wake of CEO Jensen Huang's GTC keynote. Coherent, Lumentum, Corning, Fabrinet, and Amphenol are some of the companies that could be poised to benefit from ties to the chipmaker, JPMorgan analysts said.

Investors hoping for a surprise new revenue stream instead got an energetic keynote that was lacking in fresh developments.

Jensen Huang, Nvidia Corp.’s chief executive officer, used his annual developer conference to address concerns that the cost of artificial intelligence computing is spiraling out of control.

Jensen Huang headlined the Nvidia GTC 2025 keynote, giving updates on Blackwell, Vera Rubin, and a new Disney and Google Deepmind partnership.

This week, the industry is focused on the Nvidia GTC (GPU Technology Conference) 2025, an event that will bring new updates from Nvidia (NVDA) CEO Jensen Huang. Both investors and consumers are likely watching the conference for updates on the upcoming Nvidia Blackwell Ultra,