Did Nvidia (NVDA) do enough to reawaken the bull narrative on the chipmaker's stock at its annual developer event? Wall Street is weighing in on that. First, consider the optics: CEO Jensen Huang wore his trademark black leather motorcycle jacket at the GTC event on Tuesday,

Shares of several Nvidia partners got a lift Wednesday in the wake of CEO Jensen Huang's GTC keynote. Coherent, Lumentum, Corning, Fabrinet, and Amphenol are some of the companies that could be poised to benefit from ties to the chipmaker, JPMorgan analysts said.

That’s a massive jump from the current largest AI supercomputer, xAI’s Colossus, which is made up of 100,000 Nvidia Hopper GPUs. And according to Huang, those million cluster data centers will be connected to other million-dollar data centers nearby to form massive data center facilities.