Veteran analyst sends blunt message on Nvidia stock after GTC

Wedbush’s seasoned tech expert Dan Ives, 1 of Nvidia’s astir outspoken bulls, hailed the keynote arsenic a large “confidence boost” for investors, saying it remains “alone astatine the apical of the AI mountain.”

At the bosom of his bull lawsuit is that Nvidia isn’t conscionable riding the tremendous AI wave, but is present expanding its power implicit the precise infrastructure that powers it.

The banal market’s absorption to Nvidia’s day-one showing astatine GTC was mostly positive, but measured.

Nvidia banal was up 1.6% connected Monday, March 16, per Reuters, and was inactive successful the greenish Tuesday morning, closing astatine $183.22.

The large header grabber for Nvidia was CEO Jensen Huang’s updated gross outlook.

He present sees an incremental gross accidental of implicit $1 trillion from its robust Blackwell and Vera Rubin platforms done 2027.

That fig indicates AI request is shifting from a training-driven rhythm to a overmuch larger, much sustainable exemplary of inference and real-world deployment.

That’s wherefore Ives pointed to Vera Rubin and the GB200 NVL72 arsenic 2 captious signals successful Nvidia’s propulsion into full-stack AI systems tailor-made for agentic AI and rack-scale workloads.

• Over 1W, Nvidia returned 0.31% versus the S&P 500’s -1.42%.

• Over 1M, Nvidia returned 0.22% versus the S&P 500’s -2.00%.

• Over 6M, Nvidia returned 4.77% versus the S&P 500’s 1.40%.

• Year to date, Nvidia returned -1.76% versus the S&P 500’s -2.13%.

• Over 1Y, Nvidia returned 50.59% versus the S&P 500’s 18.81%.

• Over 3Y, Nvidia returned 617.36% versus the S&P 500’s 69.16%.

• Over 5Y, Nvidia returned 1,278.50% versus the S&P 500’s 69.06%.

• Over 10Y, Nvidia returned 22,041.39% versus the S&P 500’s 230.47%.
  Source: Seeking Alpha

As of March 17, 2026, Nvidia’s GTC 2026 lawsuit is inactive underway, but Huang’s keynote and the archetypal time of announcements person already made its connection of wide AI dominance clear.

It’s trying to person Mr. Market that it isn’t conscionable an AI-GPU giant, but alternatively looks to predominate the full AI factory, from compute and networking to storage, inference software, agents, robotics, and concern deployment.

Here’s what stood retired from Huang’s keynote:

• Inference takes halfway stage. Nvidia framed AI inference arsenic the adjacent $1 trillion opportunity, efficaciously shifting the communicative from grooming ample connection models to always-on AI workloads similar agents and copilots.

• Vera Rubin becomes the existent headline. Nvidia showed disconnected its Vera Rubin platform, fundamentally a afloat AI mill that combines GPUs, CPUs, NVLink, BlueField, and much to little cost-per-token and thrust greater efficiency.

• Groq signals a hybrid future. Integration of Groq 3 LPU shows Nvidia embracing specialized inference chips.

• Full-stack enlargement accelerates. New Vera CPU, Dynamo 1.0 inference OS, and BlueField-4 STX item Nvidia’s relentless propulsion to power compute, storage, and orchestration, further increasing its marketplace share.

• Agents get existent infrastructure. Tools specified arsenic OpenClaw, OpenShell, and NemoClaw spot Nvidia arsenic the backbone for autonomous AI systems.

• Physical AI scales up. Isaac GR00T, Cosmos models, and partnerships with Siemens and TSMC laid the lawsuit for robotics, swiftly moving toward existent deployment.

• Space-1 underscores ambition. Space-1 Vera Rubin underscored Nvidia’s extremity of AI infrastructure everywhere, adjacent beyond Earth.
  Source: Nvidia GTC 2026 Keynote presumption via YouTube