TradingKey – NVIDIA (NVDA.US) a leader in AI computing, will host its annual GTC AI Conference in San Jose and online from March 17 to 21, 2025. The event is expected to attract thousands of developers, innovators, and industry leaders, featuring over 1,000 sessions, 300+ demos, hands-on tech training, and networking opportunities. GTC serves as a platform for exploring practical AI applications and advantages.
Key Themes: AI platforms, AR/VR, computer vision, data science, cybersecurity, data centers, edge computing, generative AI, robotics, and more.
Top 4 Expectations for Investors:
1. Launch of GB300/B300 Chips
Leaks suggest the GB300 chipset, built on TSMC’s 4NP process, will deliver 50% faster performance than the B200 series and feature advanced liquid cooling. Deliveries may begin as early as May.
2. 2027 Product Roadmap
Details about NVIDIA’s next-gen AI architecture platform, Vera Rubin (slated for 2026), will likely emerge. Market speculation also suggests a potential reveal of Rubin Ultra, expected in 2027.
3. China AI Day
A dedicated session featuring Chinese tech giants like ByteDance, Alibaba Cloud, and Baidu could reignite "China fever" and underscore collaboration opportunities.
4. First Quantum Day
After previously downplaying the near-term viability of quantum computing—triggering stock selloffs—NVIDIA’s inaugural Quantum Day may signal a strategic shift toward integrating quantum technologies into its AI ecosystem.
NVIDIA’s stock has declined 19% year-to-date (to $108.76) amid uncertainty surrounding the Trump administration and concerns over U.S. market valuations. Investors are looking to GTC to reaffirm NVIDIA’s leadership in innovation and growth trajectory, potentially restoring confidence ahead of earnings reports.
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