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In his 2025 GTC keynote speech, Nvidia (NVDA) CEO Jensen Huang said that AI is "going through an inflection point, It has become more useful because it's smarter." The chip executive also previewed the company's next-generation Vera Rubin superchip, its self-driving partnership with General Motors (GM), and its vision for the future of robotics in his address.
Futurum CEO Daniel Newman joins Brad Smith to speak more about how investors are viewing the AI trade while factoring in tariffs, growth prospects, and Nvidia's current share price.
Also check Yahoo Finance tech editor Dan Howley's biggest takeaways from Nvidia CEO Jensen Huang's keynote speech.
To watch more expert insights and analysis on the latest market action, check out more Wealth here.
CEO Jensen Huang's keynote address at the company's GTC conference touted the company's role in helping artificial intelligence grow, saying the tech is at an inflection point.
AI is going through an inflection point.
It has become more useful because it's smarter, it can reason.
It is more used. You can tell it's more used because whenever you go to chat GPT these days, the it seems like you have to wait longer and longer and longer, which is a good thing. It says a lot of people are using it with great effect.
Here with more on how investors can approach AI is Dan Newman, who is the Futurum CEO. Dan, good to have you back here on the program with us. Did this keynote change anything for AI?
I don't know that it changed anything for AI Brad, but I think it changed the perception of Nvidia and its role in the long term of AI. People stood in line, waited hours to get inside to see this keynote to basically determine is Nvidia going to be the stock to own for the next five years, and is there competition coming? Do they have another moat? Can they expand their business into the enterprise? And I think Jensen did a good job of addressing all of those things. But the way the stock continues to move continues to make everyone sort of question, are we at an inflection of the AI trade? Jensen said we're at an inflection of AI. I think the macro headwinds, the tariff war has basically created this pause in AI investment, but I think they're wrong. And I think Jensen did put that to bed yesterday, but there are a few caveats.
And so how do you recommend investors approach AI investing right now?
Yeah, I think the thing that a lot of investors have to stay away from is this urge to to trade AI. And what do I mean by that? Basically, right now we're going to see these kind of massive swings of volatility, but they're not based on AI demand. We've seen numbers between 500 billion and a trillion dollars of AI chips are going to be required over the next five years, Brad. And with that kind of growth of AI chip demand, what we're going to see is growth in network, growth in the fabrication foundry side of the business, we're going to see growth in consumption, so that's applications. And of course, these mag 7 players that we're kind of talking about being a bit down and out, these are going to be the number one place where consumers and enterprises are going to turn to utilize cloud, utilize AI. So if you think about that opportunity and you're not kind of looking at the quarter or the month or the day that sort of gambling feel that trading can have at times, I think now is the place to enter a lot of these positions. Remember, there was these pictures of people, you know, standing lining around the corner. These great these great memes, Brad, of people waiting around the corner to buy Nvidia at 140, 150. Now it's 120. Why would you not enter now? Nothing has fundamentally changed except the road map has gotten more compelling.
And so
