GTC felt more bullish than ever, but Nvidia's challenges are piling up

1. Nvidia's GTC 2025 attracted 25,000 attendees, signaling strong industry interest. 2. CEO Jensen Huang assured demand for Nvidia's chips will persist despite competition. 3. Nvidia faces tariff risks and competitors developing in-house AI hardware solutions. 4. New investments in quantum computing and personal AI supercomputers were announced. 5. Nvidia's stock dipped 4% post-keynote, reflecting investor uncertainty.