Key Takeaways Nvidia CEO Jensen Huang’s highly anticipated GTC keynote failed to deliver a big boost to the company's stock, though analysts remain bullish on its potential for AI-driven growth. Several analysts pointed to Nvidia's rapid pace of innovation relative to peers and robust demand from cloud customers.

Investors hoping for a surprise new revenue stream instead got an energetic keynote that was lacking in fresh developments.

Did Nvidia (NVDA) do enough to reawaken the bull narrative on the chipmaker's stock at its annual developer event? Wall Street is weighing in on that. First, consider the optics: CEO Jensen Huang wore his trademark black leather motorcycle jacket at the GTC event on Tuesday,

Of course, Nvidia GPUs are the industry standard in accelerating AI applications in the data center. So, any decrease in AI infrastructure spending would be bad news for the company. CEO Jensen Huang addressed those concerns this week during his keynote speech at GTC, an annual developer conference focused on AI.