Yahoo Finance

Nvidia CEO Jensen Huang taking the stage of the company's GTC 2025 conference, the chip maker revealing a slew of announcements from new chips to new partnerships. Yahoo Finance's Dan Howley is there, and Dan, my friend, you just spoke to Jensen. Tell me what he had to say.

Yeah, Josh. Uh, got to talk to Jensen shortly after the announcements here. Uh, obviously, he was very effusive in how this is going to help improve things like learning algorithms or thinking AI models, things along those lines like DeepC. But then he also went into some additional color. He explained how he sees million GPU data centers that will be linked together, multi-million GPU data centers, some visible from space, he said. He talked at length about robotics and how we could see more humanoid robotics in the next five years, primarily though in factories where there's guard rails available, and how, you know, when you think about these kinds of technologies, he believes it starts at the software level, not the hardware level, where you go from the software and then you build up to those hardware devices, those humanoid robotics or even self-driving cars. And he said that those are things that Nvidia continues to work on. Even more interestingly, he said that Nvidia's looking to reinvent the enterprise IT space for AI, and we saw that in some of the products they announced today, whether that was the DGX Spark or their DGX desktop. Now, those are systems that can run similar capabilities to Nvidia's original DGX supercomputer that they had on offer. And so the idea here is now that they're going to help enterprises build their IT infrastructure around AI. He said if nobody builds it, then it just won't get done. So they're working with partners like Dell and like HP to do that. A lot of big changes here from Nvidia, not just those two chips by the way, the Blackwell Ultra and the Rubin Vera, but even more heavy concepts that they're working on.

You know, Dan, at least initially here, investors didn't appear too excited. I saw the stock finished down about three and a half percent in today's trade. But you know, you're there on the ground, so I'm curious, Dan, what was the general vibe like there on the ground? How excited were folks there listening to Jensen, seeing what he had to say, what he had to show, and what particularly excited you, what surprised you today?

Yeah, honestly, it felt almost like a concert atmosphere. You know, everybody here was very excited. I mean, I'm surprised that there's nobody here right now. When I came in, the lines were up and down the block, the road was closed off. I mean, it was absolutely insane. I had taken a video from inside where it's people up to the rafters in the SAP Center. It seemed as though people were enjoying the show as it went on. Obviously, it was very long, two hours plus. And then I think once the robot, robotic talk started to come out again, it really got people going. And, you know, there's one thing that Jensen has pointed out in the past, and that's, this is a conference for developers. So they go heavy in on the math and in on the concepts, and I think a number of people here might not recognize the importance of that, but that is what drives Nvidia. And so the general atmosphere, like I said, very much like a rock show, people all over the place, and now they're heading out to check out even more of what Nvidia has on offer at the convention center here.

Dan, great reporting for us on the ground. Thanks for joining the show. Appreciate it.