:max_bytes(150000):strip_icc()/GettyImages-2192224221-3f7aa47bfaf346fd9ce117ad254bf650.jpg?w=1500&resize=1500,1000&ssl=1 "What To Count on From Nvidia’s GPU Expertise Convention")
:max_bytes(150000):strip_icc():format(jpeg)/GettyImages-2192224221-3f7aa47bfaf346fd9ce117ad254bf650.jpg)
Key Takeaways
- Nvidia is about to kick off its weeklong GPU Expertise Convention in San Jose, California on Monday, with a keynote handle from CEO Jensen Huang on Tuesday.
- Buyers will probably be waiting for updates on Nvidia’s Blackwell Extremely chips, in addition to its next-generation Rubin structure.
- The chipmaker’s inventory has struggled in 2025, making a “compelling valuation” forward of the convention, one analyst stated.
Nvidia (NVDA) is about to kick off its weeklong GPU Expertise Convention in San Jose, California on Monday, with a keynote handle from CEO Jensen Huang on Tuesday.
Buyers and analysts will possible be waiting for updates on the corporate’s newest synthetic intelligence chips, upcoming releases, and developments in gaming and robotics.
The AI chipmaker is predicted to showcase its Blackwell Extremely GB300 household of chips, which Deutsche Financial institution analysts stated is predicted to ship over 50% extra reminiscence capability and considerably increased efficiency than its earlier Blackwell choices. The timing of GB300’s rollout will probably be a spotlight, the analysts stated, notably as Nvidia has confronted delays in absolutely ramping up Blackwell manufacturing.
Nvidia might additionally provide extra particulars on its Rubin GPU, the successor to Blackwell anticipated in 2026, together with its related Vera CPU, and the Rubin Vera platform. It’s doable Huang’s keynote might provide breadcrumbs at what lies a era past Rubin, analysts stated.
GTC comes as Nvidia’s inventory has fallen practically 10% thus far in 2025, making a “compelling valuation” heading into the convention, analysts at Financial institution of America stated. The analysts reiterated a “purchase” ranking and $200 worth goal, above the typical of analysts tracked by Seen Alpha. The consensus goal at $177 would counsel over 45% upside from Nvidia’s closing worth of $121.67 Friday.
UPDATE—March 14, 2025: This text has been up to date because it was first printed to mirror newer share worth values.
:max_bytes(150000):strip_icc()/GettyImages-2192224221-3f7aa47bfaf346fd9ce117ad254bf650.jpg?w=1200&resize=1200,0&ssl=1&description=What+To+Count+on+From+Nvidia%E2%80%99s+GPU+Expertise+Convention){kind=link}