$NVDA: GTC trillion-chip roadmap

Sentiment: Positive
'''Nvidia dominated the news cycle at GTC as Jensen Huang projected up to $1T in AI chip sales through 2027 while unveiling Blackwell/Vera Rubin and pushing deeper into inference. Multiple partner announcements (STMicroelectronics modules, Planet’s GPU-native AI engine, IQM QEC demo, Aviz validation) reinforce an ecosystem moat, but the scale of guidance raises expectations risk if enterprise capex or inference demand cools.'''