Overview of the Conference

Nvidia is gearing up to host its annual GPU Technology Conference (GTC) in San Jose, California, starting Monday. The focal point of the event will be a keynote address from CEO Jensen Huang, scheduled for Tuesday. Investors and tech enthusiasts alike are poised for announcements that could reshape the landscape of artificial intelligence and gaming technology.

Highlights Expected from Nvidia

Expectations are high as Nvidia prepares to showcase its advancements, particularly in AI chip technology. Key areas of focus during GTC include:

• Blackwell Ultra Chips: Analysts from Deutsche Bank anticipate the unveiling of the Blackwell Ultra GB300 chip family, which is projected to enhance performance metrics significantly, delivering over 50% more memory capacity compared to previous iterations.
• Rubin Architecture: Insights into the next-generation Rubin GPU are also anticipated, alongside details about the Vera CPU and the Rubin Vera platform. This architecture is slated for release in 2026.

Market Context and Stock Performance

As the conference approaches, Nvidia’s stock has experienced a decline of nearly 10% in 2025, prompting analysts to describe the company’s current valuation as “compelling.” Bank of America analysts reinforced a “buy” rating, setting a price target of $200, which exceeds the consensus target of $177. This suggests a potential upside of more than 45% from Nvidia’s recent closing price of $121.67.

Concluding Remarks

The GTC is not only pivotal for revealing Nvidia’s technological advancements but also crucial for investor sentiment amid its fluctuating stock performance. As the company continues to lead in AI chip development, the upcoming announcements are highly anticipated in shaping the future of technology.