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GTC felt more bullish than ever, but Nvidia’s challenges are piling up
- Nvidia's GTC conference in San Jose attracted a record-breaking 25,000 attendees with packed workshops and talks.
- The company faces upcoming challenges like U.S. tariffs, competition from DeepSeek, and evolving AI customer priorities.
- CEO Jensen Huang showcased new chips, 'supercomputers,' and robots in a bid to boost investor confidence.
- Nvidia emphasized sustained chip demand despite concerns over traditional AI scaling falling out of favor.
- Rivals like Cerebras and Groq pose a threat with low-cost inference solutions, challenging Nvidia's position.
- Tech giants like OpenAI and Meta are exploring in-house hardware to reduce reliance on Nvidia chips.
- Nvidia's share price dropped post-keynote as investors looked for new innovations that were not unveiled.
- The company addressed tariff concerns and announced plans to invest in U.S. manufacturing but noted potential long-term impacts.
- Nvidia is expanding into quantum computing, opening a center in Boston and emphasizing quantum error correction simulations.
- Introducing 'personal AI supercomputers' like DGX Spark and DGX Station, Nvidia aims to tap into new revenue streams.
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