Nvidia has reaffirmed its leadership in artificial-intelligence chips but that isn't boosting its stock price.

For context, in the company's first quarter of fiscal 2026 (ended Jan. 26, 2025), the data center platform generated 90.5% of Nvidia's total revenue, with gaming, auto/robotics, and pro viz accounting for 6.5%, 1.4%, and 1.3%, respectively, of total revenue. (Total doesn't add up to 100% because Nvidia has a small "other" category.)

Nvidia's shares fell despite unveiling its next-generation artificial intelligence chips at the annual GPU Technology Conference (GTC), highlighting the risk-off sentiment-driven markets. View on euro

Nvidia CEO Jensen Huang praised the Trump administration’s AI policies in an FT interview and said he sees the company spending hundreds of billions on U.S.-made electronics.

In summing up his GTC keynote address, Jensen Huang said, “Blackwell is in full production, and the ramp is incredible. Customer demand is incredible, and for good reason, because there's an inflection point in AI.

GTC, Nvidia’s biggest conference of the year, starts this week in San Jose. We're on the ground covering all the major developments. CEO Jensen Huang will give a keynote address focusing on — what else?

Jensen Huang, Nvidia Corp.’s chief executive officer, used his annual developer conference to address concerns that the cost of artificial intelligence computing is spiraling out of control.

Nvidia stock was dropping as investors awaited the start of CEO Jensen Huang’s keynote address at the company's GTC developer conference this afternoon. Shares of the AI chip company were down 3.1% in early trading Monday to $115.

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

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.