Last week American Airlines warned that the revenue environment has been weaker than initially expected. This followed a similar warning from Delta Air Lines as consumer demand for travel, and a decline in government travel, are taking effect. The markets were also in deep decline most of last week. However, today we look at whether tech firms are leading a rebound in markets.
Yesterday, NVIDIA was in the news. The ‘Super Bowl of AI’, the GPU Technology Conference or GTC has been a must attend event for artificial intelligence enthusiasts since 2009. Each conference includes a keynote from Jensen Huang, the CEO of NVIDIA. This year his keynote was even more important.
As investors search for signs of market optimism, NVIDIA delivered. There was always the hope that NVIDIA could keep innovating; however, DeepSeek did give everyone quite a shock.
What You Need to Know About NVIDIA’s Latest News
The most important thing to know is that there is a little something for everyone from the GTC event this week. Here are some of the most substantial highlights:
Google announced that it is “committed to supporting the latest Blackwell GPUS, including the just-announced NVIDIA RTX PRO 6000 Blackwell and NVIDIA GB300. This means faster training times, smoother deployments and the ability to tackle even more complex AI challenges.”
It isn’t just Google leveraging NVIDIA’s tech. NVIDIA announced, “that it has employed Google DeepMind’s SynthID watermarking tool on its Cosmos video generation platform.” This mark’s Google’s first external deployment of SynthID.
While Google is deepening its ties with NVIDIA, Meta is stepping back from its reliance on the NVIDIA’s GPUs. Meta’s ‘secret’ AI chip is rumoured to be able to disrupt NVIDIA’s dominance in AI hardware.
In total NVIDIA released nineteen individual press releases this week. Fortunately, we can summarize the most important ones for you. Especially those that could affect the future of AI.
What are the Key Announcements?
Oracle and NVIDIA announced a new integration that will make 160+ AI tools and 100+ NVIDIA NIM microservices natively available through the Oracle Cloud Infrastructure (OCI)
A new NVIDIA Accelerated Quantum Research Center, or NVAQC, in Boston being opened was shared. The NVAQC will investigate how to transform experimental quantum processors into practical devices
When it comes to climate tech, the new NVIDIA Omniverse Blueprint for Earth-2 weather analytics was revealed. An initiative looking to address climate-related weather events which have had a $2 trillion impact on the world in the last ten years.
More companies are engaging with the NVIDIA Omniverse™ Platform. Companies like SAP, Siemens and others will be able to connect the world’s physical data to the realm of physical AI.
NVIDIA Cosmos™ world foundation models or WFMs will be used by companies like Uber to generate richer training data for physical AI faster and at scale.
There were also new Llama models, the NVIDIA DGX™ personal AI supercomputers, the next evolution of the NVIDIA Blackwell AI factory platform and many more topics. But one stuck out. The new NVIDIA Isaac GR00T N1. Touted as being the world’s first open, fully customizable foundation model for generalized humanoid reasoning and skills.
How have Markets Responded?
NVIDIA’s share price hasn’t performed as well as you would expect after such a mass of innovations were shared this week. In fact, the share price has remained stable at around $117 for most of the week. It has shown a little increase in price in the last week, by about 2.6%. However, it’s the other tech companies that offer more insight.
This week’s winners are not ‘big winners’, but after weeks of uncertainty due to ‘terrifying tariffs’ its encouraging to see some improvement in sentiment. It’s only been since yesterday, but already stocks like Alphabet, Apple, and Amazon are showing signs of growth. Analysts on the TradingView platform aren’t brave enough to suggest a buy sentiment, however what happened this week correlates with the direction of U.S. economic policy.
Deregulation, which is in process, could lead to more competition which could lead to lower inflation. The U.S. economy must address reindustrialization, nearshoring, technology, and automation. This will drive profitability and job creation. NVIDIA’s giant step forward this week has led to more collaboration. More discussions about automation. And, most importantly, in a small town in Texas called Abilene, OpenAI’s $100 billion Stargate infrastructure venture is well under way. It will have space for 400,000 of NVIDIA’s powerful AI chips.
Markets are re-bounding. Maybe not as dramatically as investors would hope, but there are some signs that progress is being made. Now, the question is how soon we can remove the word ‘recession’ from our vocabulary this year. It can’t be far off.
#NVIDIA #AI #StockMarket #TechStocks #Meta #Google #OpenAI #DeepSeek #MarketRebound
Author: Andy Samu
The editorial team at #DisruptionBanking has taken all precautions to ensure that no persons or organizations have been adversely affected or offered any sort of financial advice in this article. This article is most definitely not financial advice.
See Also:
Can Nvidia Keep Innovating? | Disruption Banking
How DeepSeek Sparked a Tech Selloff in the U.S. | Disruption Banking
Are We Heading for a Stock Market Crash? | Disruption Banking
