Investor comments on Nvidia's annual GTC event were mixed, as the company's stock originally fell 5%. But as Wall Street analysts voiced confidence in Nvidia's long-term AI strategy and product roadmap, the stock rose 2%.

Analysts are optimistic about Nvidia's future despite worries that improvements in AI efficiency may lessen dependency on the company's hardware. Key forthcoming products that further solidify Nvidia's dominance in AI computing were revealed by CEO Jensen Huang:

The second half of 2025 will see the release of the Blackwell Ultra AI Chip.

The Vera Rubin AI Superchip is scheduled for release in 2026's second half.

Anticipated in the latter part of 2027 is the Vera Rubin Ultra Superchip.

Nvidia estimates that the market for data centres may soon approach $1 trillion, with "trillions of dollars" in investments anticipated for massive data centres dedicated to artificial intelligence, or "AI factories".

Analysts expressed optimism about Nvidia's growth trajectory in the changing AI landscape by praising the company's ongoing superiority in AI technology and growing competitive edge.