New AI bet from tech upstart could be a major blow to Nvidia
An industry leader and a startup stand to benefit while Nvidia stands to lose.

The world of artificial intelligence (AI) is poised for even more growth in the coming year as innovation takes shape. This week, the industry is focused on the Nvidia GTC (GPU Technology Conference) 2025, an event that will bring new updates from Nvidia (NVDA) CEO Jensen Huang.
Both investors and consumers are likely watching the conference for updates on the upcoming Nvidia Blackwell Ultra, the company’s newest AI chip. Although this highly anticipated product will likely spark some short-term momentum for Nvidia, the company is also facing new challenges.