GTC Spotlight: Nvidia Faces Skeptics as Big AI Roadmap Hopes Hang in the Balance

Analysts remain skeptical that Nvidia’s GTC will spark a thesis-altering stock move, with shares down about 3% this year and near‑term growth constrained by supply issues. Investors will look for concrete details on the Vera Rubin/Feynman roadmap, the potential Groq-based chip platform from a $20 billion licensing deal, and possible CPU collaborations with Intel, all while Nvidia pushes a full‑stack AI factory approach and expands optical interconnects via NVLink and recent silicon photonics partnerships with Coherent and Lumentum.