Shares of several Nvidia partners got a lift Wednesday in the wake of CEO Jensen Huang's GTC keynote. Coherent, Lumentum, Corning, Fabrinet, and Amphenol are some of the companies that could be poised to benefit from ties to the chipmaker, JPMorgan analysts said.

Nvidia (NVDA) unveiled more about its next artificial intelligence chips, humanoid robots, and AI supercomputers at its GPU Technology Conference on Tuesday — but some investors wanted more.

Investors hoping for a surprise new revenue stream instead got an energetic keynote that was lacking in fresh developments.

Nvidia’s Jensen Huang delivering a keynote at GTC 2025. Josh Edelson/AFP via Naming chips after prominent scientists has been a decades-long tradition at Nvidia. Following its upcoming Rubin GPUs, set for release in late 2026,

Benjamin Lee, a professor of electrical and systems engineering at the University of Pennsylvania, said that the challenge in training robotics lies in data collection because training in the real