Nvidia shares have fallen below their 200-day moving average following the company’s GTC event, as investors worry about AI spending.

Nvidia’s new AI upscaling gaming technology struck gamers as uncanny and off-putting. Developers don't seem to like it either, but it could be “the default” in a few years.

Nvidia reported $215.9 billion in revenue in 2025, up from $130.5 billion a year-ago. Huang is signalling that this is just the beginning of a far steeper curve.