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Nvidia shares muted despite grand vision, Wall Street-Silicon Valley divide

Nvidia shares fell on March 16, local time, when CEO Jensen Huang took the stage for a GTC keynote, despite unveiling a broad slate of technologies and forecasts. He outlined new gaming graphics, networking updates, autonomous driving partnerships and the Vera Rubin AI inference system co-designed with Grok. He also put the AI agent ecosystem at $35 trillion and physical AI and robotics at $50 trillion, while Wall Street remained cautious.