Is NVIDIA's Stock Truly Undervalued After Huang Runchuan's GTC Prediction?
4 April 2025 路 Uncategorized 路
Source: 路 https://technews.tw/2025/04/04/jensen-gtc-2025-prophecy/
Recently, NVIDIA鈥檚 stock price has been declining due to market concerns over the impact of new US export controls and China's environmental regulations on its market share and revenue in China. Looking back at CEO Jensen Huang's summary statement during the 2025 GPU Technology Conference (GTC), he described it as 'an amazing year.' Will his declarations about generative AI, robotics industries, etc., be able to rescue NVIDIA鈥檚 stock price? This article reviews what key points did Huang mention and what secret weapons does NVIDIA have.
NVIDIA's recent share prices are facing headwinds; however, its latest financial report is impressive. In the fourth quarter of last year, revenue reached $39.3 billion鈥攁 78% increase from the previous period鈥攚hile adjusted earnings per share (EPS) were at $5.16, exceeding market expectations of $4.64. Annual revenues increased by an astonishing 114%, reaching a total of $130.5 billion.
Huang emphasized that robotics is one of the most promising industries globally due to labor shortages and a need for robots capable not only of executing single tasks but also learning and reasoning like intelligent AI systems.
To make this possible, Huang introduced NVIDIA's digital twin operating system Omniverse specifically designed for AI robots. This allows developers to create countless virtual environments where AI can learn how to adapt in different real-world scenarios.
Another highlight was the unveiling of 'Blue,' an impressive robot that integrates two NVIDIA computers and uses Newton technology to quickly analyze its environment and perform actions, showcasing potential future applications of AI-powered robotics.
NVIDIA also announced plans for a fully open-source general-purpose machine learning model called Groot N1. This will accelerate the development timeline for robots in manufacturing, logistics, healthcare, and even household use.
The biggest highlight at this year's conference was Blackwell Ultra AI factory platform designed to enhance training and testing phases of inference expansion capabilities.
Huang also announced that Vera Rubin platforms equipped with NVLink 144 technology would start shipping by the second half of 2026. The next generation, Rubin Ultra NVL576, is scheduled for release in late 2027.
NVIDIA plans to establish an Accelerated Quantum Computing Research Center (NVAQC) in Boston aimed at integrating leading quantum hardware and AI supercomputers.
The company also launched Spectrum-X Photonics switches that can connect millions of GPUs with a three-and-a-half times increase in energy efficiency. This product is developed through collaboration with suppliers such as TSMC, Foxconn, Lumentum.
Analysts generally believe NVIDIA's push for upgrading its hardware and driving growth within the AI industry chain will positively impact Taiwan鈥檚 tech supply chains.
Overall, this GTC 2025 conference has released technological trends that directly drive growth in Taiwan's technology supply chain.
(Please note: This article is authorized by Vision Magazine; Image source: NVIDIA)
NVIDIA's recent share prices are facing headwinds; however, its latest financial report is impressive. In the fourth quarter of last year, revenue reached $39.3 billion鈥攁 78% increase from the previous period鈥攚hile adjusted earnings per share (EPS) were at $5.16, exceeding market expectations of $4.64. Annual revenues increased by an astonishing 114%, reaching a total of $130.5 billion.
Huang emphasized that robotics is one of the most promising industries globally due to labor shortages and a need for robots capable not only of executing single tasks but also learning and reasoning like intelligent AI systems.
To make this possible, Huang introduced NVIDIA's digital twin operating system Omniverse specifically designed for AI robots. This allows developers to create countless virtual environments where AI can learn how to adapt in different real-world scenarios.
Another highlight was the unveiling of 'Blue,' an impressive robot that integrates two NVIDIA computers and uses Newton technology to quickly analyze its environment and perform actions, showcasing potential future applications of AI-powered robotics.
NVIDIA also announced plans for a fully open-source general-purpose machine learning model called Groot N1. This will accelerate the development timeline for robots in manufacturing, logistics, healthcare, and even household use.
The biggest highlight at this year's conference was Blackwell Ultra AI factory platform designed to enhance training and testing phases of inference expansion capabilities.
Huang also announced that Vera Rubin platforms equipped with NVLink 144 technology would start shipping by the second half of 2026. The next generation, Rubin Ultra NVL576, is scheduled for release in late 2027.
NVIDIA plans to establish an Accelerated Quantum Computing Research Center (NVAQC) in Boston aimed at integrating leading quantum hardware and AI supercomputers.
The company also launched Spectrum-X Photonics switches that can connect millions of GPUs with a three-and-a-half times increase in energy efficiency. This product is developed through collaboration with suppliers such as TSMC, Foxconn, Lumentum.
Analysts generally believe NVIDIA's push for upgrading its hardware and driving growth within the AI industry chain will positively impact Taiwan鈥檚 tech supply chains.
Overall, this GTC 2025 conference has released technological trends that directly drive growth in Taiwan's technology supply chain.
(Please note: This article is authorized by Vision Magazine; Image source: NVIDIA)