[DigitalToday reporter Chi-gyu Hwang] Nvidia shares fell on March 16, local time, when Nvidia CEO Jensen Huang (황치규) took the stage for a GTC keynote, despite the company having a $4 trillion market value.

Huang spent more than 2 hours and 30 minutes presenting the latest technologies. His presentation included new game graphics technology, networking infrastructure updates, an autonomous driving partnership deal and the Vera Rubin system, an AI inference acceleration chip co-designed with Grok. He put the AI agent ecosystem market at $35 trillion and the physical AI and robotics market at $50 trillion. He also said purchase orders worth $1 trillion would come in by the end of 2027 from the Blackwell and Vera Rubin chips alone.

TechCrunch reported on March 21, local time, that Wall Street still did not move. It put more weight on concerns over an AI bubble and an uncertain future. That is the opposite of the confident mood in Silicon Valley.

Daniel Newman (다니엘 노이만), CEO of Futurum, said, "AI is so good, so transformative and moving so fast that we still do not understand what it will mean for the fabric of society," adding, "Markets do not like uncertainty, and the pace of innovation has created new uncertainty."

Newman added that reports saying corporate adoption of AI is weak do not properly reflect reality. "Corporate adoption of AI will quickly hit an inflection point," he said, adding, "Return-on-investment data is still unclear and most of the survey data being cited is from 6 months ago."

Kevin Cook (케빈 쿡), senior equity strategist at Zacks Investment Research, said, "The economy is revolving around Nvidia," adding, "Companies in hardware, software and physical AI are building their businesses on Nvidia's platform." Cook said even traditional companies such as Caterpillar have now become physical AI companies.

Huang said in the keynote, "Nvidia is a platform company," adding, "100 percent of the $100 trillion industry is here."