Despite Nvidia CEO Jensen Huang delivering an optimistic speech at the GTC conference, predicting that the artificial intelligence agent market will reach $3.5 trillion and the physical AI sector will reach $5 trillion, Nvidia's stock price still declined during his presentation. Analysts believe the stock decline was not due to insufficient market demand, but rather due to market uncertainty regarding the rapid development of artificial intelligence and its investment return timeline. Nvidia's revenue in the last quarter grew 73% year-over-year, and Amazon's plan to procure 1 million GPUs by 2027 and other large orders highlight its core position in driving the flourishing development of AI infrastructure.