Additionally, Huang announced Nvidia Dynamo, an open-source inference software designed to accelerate AI reasoning models, and a partnership with General Motors to create custom AI systems. Despite these announcements, Nvidia's stock fell over 3% during the presentation, as Wall Street remained uncertain about the company's ability to meet growing demand for AI compute, especially in light of competition from lower-cost AI models like those from Chinese startup DeepSeek.
Key takeaways:
- Nvidia announced the launch timing for its next-generation AI chips, Blackwell Ultra and Vera Rubin, with Blackwell Ultra expected later this year and Vera Rubin in the second half of 2026.
- The company showcased a robot named "Blue," developed in partnership with Disney and Google Deepmind, to demonstrate a new open-source robotics physics engine called Newton.
- Nvidia introduced Dynamo, an open-source inference software designed to accelerate and scale AI reasoning models, and announced a partnership with General Motors for custom AI systems.
- Despite the announcements and advancements, Nvidia's stock closed down more than 3% on the day of the presentation, indicating potential investor concerns.