Key Takeaways
- Nvidia is set to kick off its weeklong GPU Technology Conference in San Jose, California on Monday, with a keynote address from CEO Jensen Huang on Tuesday.
- Investors will be watching for updates on Nvidia’s Blackwell Ultra chips, as well as its next-generation Rubin architecture.
- The chipmaker’s stock has struggled in 2025, creating a “compelling valuation” ahead of the conference, one analyst said.
Nvidia (NVDA) is set to kick off its weeklong GPU Technology Conference in San Jose, California on Monday, with a keynote address from CEO Jensen Huang on Tuesday.
Investors and analysts will likely be watching for updates on the company’s latest artificial intelligence chips, upcoming releases, and developments in gaming and robotics.
The AI chipmaker is expected to showcase its Blackwell Ultra GB300 family of chips, which Deutsche Bank analysts said is expected to deliver over 50% more memory capacity and significantly higher performance than its earlier Blackwell offerings. The timing of GB300’s rollout will be a focus, the analysts said, particularly as Nvidia has faced delays in fully ramping up Blackwell production.
Nvidia could also offer more details on its Rubin GPU, the successor to Blackwell expected in 2026, along with its associated Vera CPU, and the Rubin Vera platform. It’s possible Huang’s keynote could offer breadcrumbs at what lies a generation beyond Rubin, analysts said.
GTC comes as Nvidia’s stock has fallen nearly 10% so far in 2025, creating a “compelling valuation” heading into the conference, analysts at Bank of America said. The analysts reiterated a “buy” rating and $200 price target, above the average of analysts tracked by Visible Alpha. The consensus target at $177 would suggest over 45% upside from Nvidia’s closing price of $121.67 Friday.
UPDATE—March 14, 2025: This article has been updated since it was first published to reflect more recent share price values.