Despite investor fears of an AI bubble, Nvidia's latest conference shows that most in the industry aren't concerned by that possibility.
Why Wall Street wasn’t won over by Nvidia’s big conference Rebecca Szkutak 9:28 AM PDT · March 21, 2026 When Nvidia CEO Jensen Huang took the stage for his annual GTC keynote on Monday, the $4-trillion-dollar company’s stock started to drop.
Wall Street investors, it seems, were unmoved by the leather jacket-clad founder’s bullish 2.5-hour speech.
Instead, they placed more weight on AI’s uncertain future and fears of a bubble.
The nervousness felt by Wall Street couldn’t be more different than the buzzy atmosphere in Silicon Valley, where confidence, not uncertainty abounds.
Huang talked for more than two hours about the company’s latest innovations, from new video game graphics tech and updated networking infrastructure 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’s business and beyond.
Huang called the AI agent ecosystem a $35 trillion market and the physical AI and robotics industry a $50 trillion market.