Morgan Stanley analyst Joseph Moore called Nvidia's GTC “one of the more impressive GTCs,” according to TipRanks. Moore highlighted CEO Jensen Huang’s confident stance and Nvidia’s multiyear scaling strategy in training, inference, and physical AI. He noted that Nvidia’s announcement of Blackwell GPU units delivered to top U.S. cloud providers was a strategic move to reassert strong demand amid macro and regulatory concerns. He kept a bullish rating on the stock, while most analysts also view it favorably with expectations of continued strong gains.
