News Summary

• Nvidia CEO Jensen Huang gave a 2.5-hour keynote at GTC on Monday.
• Wall Street investors placed more weight on AI’s uncertain future and fears of a bubble.
• Huang called the AI agent ecosystem a $35 trillion market and the physical AI and robotics industry a $50 trillion market.
• Huang also said he expects to see $1 trillion worth of purchase orders for the company's Blackwell and Vera Rubin chips by the end of 2027.
• The company continues to not only beat its lofty goals and quarterly estimates, but also soar past them.