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When Nvidia CEO Jensen Huang took the stage for his annual GTC keynote<\/a> on Monday, the $4-trillion-dollar company\u2019s stock started to drop. <\/p>\n Wall Street investors, it seems, were unmoved by the leather jacket-clad founder\u2019s bullish 2.5-hour speech. Instead, they placed more weight on AI\u2019s uncertain future and fears of a bubble. The nervousness felt by Wall Street couldn\u2019t be more different than the buzzy atmosphere in Silicon Valley, where confidence, not uncertainty abounds.<\/p>\n Huang talked for more than two hours about the company\u2019s latest innovations, from new video game graphics tech<\/a> and updated networking infrastructure<\/a> to autonomous vehicle deals and a new chip designed with Groq to accelerate AI inference in the Vera Rubin system. He also threw out some eye-watering numbers about Nvidia\u2019s business and beyond. Huang called the AI agent ecosystem a $35 trillion market and the physical AI and robotics industry a $50 trillion market.<\/p>\n Huang also said he expects to see $1 trillion worth of purchase orders<\/a> for the company\u2019s Blackwell and Vera Rubin chips \u2014 just two of Nvidia\u2019s many products \u2014 by the end of 2027.<\/p>\n Shouldn\u2019t that make investors excited? It\u2019s not surprising that they aren\u2019t, Futurum CEO Daniel Neuman told TechCrunch.<\/p>\n \u201c[AI] is so good, so transformational, and moving so fast that we don\u2019t actually understand what it\u2019s going to mean for all the things that are the societal constructs that we\u2019ve come to understand,\u201d Neuman said. \u201cThe markets hate uncertainty. The speed of innovation has actually created a great new uncertainty that I think most people never expected.\u201d<\/p>\n Some of that uncertainty comes from misleading information coming out of the market, Neuman said, who added that headlines about low enterprise adoption of AI aren\u2019t painting the full picture \u2014 at least, based on conversations he\u2019s having.<\/p>\n Techcrunch event<\/p>\n \n\t\t\t\t\t\t\t\t\tSan Francisco, CA<\/span> \u201cEnterprise AI adoption is going to hit inflection and scale very quickly,\u201d Neuman said. \u201cI actually think it\u2019s happening. When you say it\u2019s not, I think what you\u2019re probably saying is the [return on investment] and the receipts are still a little bit undefined and companies are citing the surveys and the reports that are largely six-month-old data. It just takes months to aggregate data.\u201d<\/p>\n This sentiment holds weight when you look at Nvidia\u2019s numbers from past quarters. While companies may not be touting their AI ROI, they are increasingly purchasing Nvidia\u2019s tech. The company continues to not only beat its lofty goals and quarterly estimates, but soar past them. Nvidia\u2019s revenue was up 73% year-over-year last quarter.<\/p>\n There is no sign that will change any time soon either. For example, just this week Nvidia confirmed Amazon made a plan to purchase 1 million GPUs, alongside other AI infrastructure, by the end of 2027 for Amazon Web Services (AWS), according to reporting from Reuters<\/a>.<\/p>\n Kevin Cook, a senior equity strategist at Zacks Investment Research, agreed with Neuman and joked to TechCrunch that investors not being happy doesn\u2019t change the fact that the whole stock market is propped up by Nvidia, because its tech runs the rails for many of these businesses.<\/p>\n \u201cThe economy is sort of orbiting around Nvidia,\u201d Cook said. \u201cIt\u2019s building this necessary infrastructure. All these different companies in hardware and software and physical AI \u2014 even Caterpillar is now physical AI \u2014 that are building off of these platforms.\u201d<\/p>\n None of this means there isn\u2019t currently an AI bubble or couldn\u2019t be one in the future. But while GTC may not have been a boon for Nvidia\u2019s stock, the broader uncertainty doesn\u2019t seem to be Nvidia\u2019s problem. The company is clearly barreling full steam ahead, bringing seemingly the entire global economy right alongside it.<\/p>\n \u201cNvidia, as you know, is a platform company,\u201d Huang said in his GTC keynote. \u201cWe have technology. We have our platforms. We have a rich ecosystem, and today there are probably 100% of the $100 trillion dollars of industry here.<\/p>\n<\/div>\nA great new uncertainty<\/h2>\n
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\n\t\t\t\t\t\t\t\t\t\t\t\t\tOctober 13-15, 2026<\/span>\n\t\t\t\t\t\t\t<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n