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Nvidia’s GTC 2025: What It Means for the ‘Magnificent 7’ and AI’s Future

  • 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.

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