Nvidia presented its latest AI hardware lineup at GTC 2025, including the Blackwell Ultra AI chip for late 2025, Vera Rubin for 2026, and Feynman for 2028.
Despite concerns about a slowdown in AI hardware spending, analysts remain confident in Nvidia's dominance in AI chip market and its long-term demand.
The broader tech sector, including the 'Magnificent 7', has experienced declines, with Nvidia's performance impacting the sector's future growth.
Some analysts believe Nvidia's roadmap looks solid and its lead over competitors is widening, while others express skepticism about the demand for high-powered GPUs as AI becomes more efficient.