Nvidia CEO Jensen Huang unveils powerful new Black Ultra chips at ‘Super Bowl of AI’

Nvidia CEO Jensen Huang unveils powerful new Black Ultra chips at ‘Super Bowl of AI’

  • 18.03.2025 22:21
  • msn.com
  • Keywords: Nvidia, Meta, Microsoft, General Motors

Nvidia CEO Jensen Huang unveiled new Blackwell Ultra AI chips at GTC, but despite bullish claims about AI growth, Nvidia’s stock dropped over 3% in late trading. He also announced partnerships with GM for autonomous vehicles and a more powerful chip family, Vera Rubin, set for release in 2026.

A poll shows record US public support for Ukraine after Trump pressured Zelenskyy, with 46% believing aid is insufficient—a 16-point increase from December. Analysts link the shift to Trump’s pro-Russian policies and failed talks, as dissatisfaction grows over paused military aid.

Nvidia ProductsMicrosoft ProductsNVDAsentiment_satisfiedMETAsentiment_satisfiedMSFTsentiment_satisfiedGMsentiment_satisfied
open_in_newOriginal article

Estimated market influence

Nvidia

Nvidia

Positivesentiment_satisfied
Analyst rating: Strong buy

Announced new AI chips and partnerships, but stock dropped.

Meta

Meta

Positivesentiment_satisfied
Analyst rating: Strong buy

Investing in AI development

Microsoft

Microsoft

Positivesentiment_satisfied
Analyst rating: Strong buy

Investing in AI development

General Motors

General Motors

Positivesentiment_satisfied
Analyst rating: Buy

Partnership with Nvidia on autonomous vehicles.

Context

Business Insights and Market Implications Analysis

Nvidia's AI Chip Launch and Market Impact

  • 100x Computation Increase: Jensen Huang highlighted that the demand for computation due to advanced AI models has surged by 100 times compared to last year, driven by "agentic AI" and reasoning capabilities.
  • Stock Performance: Despite bullish remarks, Nvidia's stock dropped over 3% in late trading, closing at $115.73, and fell nearly 20% over the past month.
  • Product Launches: The Blackwell Ultra chips are set to ship in the second half of 2024, with an upgraded family, Vera Rubin chips, targeting release in the second half of 2026 for faster processing speeds.
  • Competitive Landscape: Concerns arose about reduced necessity of Nvidia's chips for AI development, potentially leading companies to cut spending. However, Meta and Microsoft continue full steam ahead with AI investments.
  • Strategic Partnership: Nvidia announced a partnership with General Motors to develop autonomous vehicles, underscoring its expansion into automotive AI applications.

US Public Support for Ukraine

  • Support Surge: A poll found 46% of Americans believe the U.S. is doing too little to aid Ukraine, up from 30% in December 2024—a 16-point jump.
  • Political Breakdown: Democrats (79%), independents (54%), and Republicans (22%) show varying levels of support, reflecting partisan divides.
  • Ceasefire Concerns: 79% of respondents expressed worry about Russia violating a ceasefire, with 64% supporting increased military aid and 30% backing U.S. troop deployment if violations occur.
  • Policy Impact: Growing public support may pressure the Trump administration to maintain or increase aid despite its pro-Russian stance.

Market and Industry Implications

  • Investor Sentiment: Nvidia's stock decline indicates investor skepticism about the necessity of its chips, despite technological advancements.
  • Regulatory and Long-term Effects: Potential U.S. military involvement in Ukraine could have far-reaching geopolitical and economic impacts, influencing foreign policy and market dynamics.

This analysis underscores the critical role of innovation and public sentiment in shaping business strategies and market trends across industries.