Nvidia Unveils Next-Gen AI Chips: Blackwell Ultra, Vera Rubin, and Rubin Ultra

Everything Nvidia announced at its annual developer conference GTC

March 18 (Reuters) - Nvidia (NVDA.O), opens new tab CEO Jensen Huang, on Tuesday, unveiled the company's next-generation line of chips at its annual software developer conference, aiming to reassure investors of its dominance in the rapidly evolving artificial intelligence industry. Here are all the products announced on stage: BLACKWELL ULTRA Nvidia said its next graphics processing unit (GPU), called Blackwell Ultra, will be available in the second half of this year. The new GPU features larger memory than its current generation, enabling it to support larger AI models. VERA RUBIN The latest Rubin chips and servers are set to offer improved speeds compared to their predecessors, especially in data transfers between chips, a key factor for the efficient operation of expansive AI systems that require multiple chips. Paired with Nvidia's custom-designed processor, Vera, the new Vera Rubin computing system is expected to outperform the company's Blackwell architecture. Vera Rubin will be released in the second half of 2026, followed by the launch of Vera Rubin Ultra in 2027. FEYNMAN The Vera Rubin system will be succeeded by the Feynman architecture, scheduled for release in 2028. DGX PERSONAL AI COMPUTERS Nvidia announced its new DGX AI computers, powered by its Blackwell Ultra chips, designed to assist developers in inferencing large models on desktops. The computers will be made by companies including Dell, Lenovo and HP. The device, which follows a smaller desktop machine introduced earlier this year, is seen as a direct challenge to some of Apple's (AAPL.O), opens new tab top-end Macs. SPECTRUM-X AND QUANTUM-X NETWORKING CHIPS Nvidia's new silicon photonics networking chips will enable AI factories to connect millions of GPUs across various sites, while drastically reducing energy consumption. The Quantum-X Photonics chips are expected to be available later this year, followed by the launch of Spectrum-X chips in 2026. DYNAMO SOFTWARE The software, which Nvidia released for free, is intended to speed up the process of reasoning, in which AI models think through an answer to a question in multiple steps, rather than giving a one-shot answer. NVIDIA ISAAC GR00T N1 GR00T N1 is a foundational model for humanoid robots, equipped with a dual system for both fast and slow thinking - much like reasoning models. The framework for GR00T N1 includes Newton, an open-source physics engine developed along with Google DeepMind and Disney Research, and built for creating robots. Reporting by Zaheer Kachwala in Bengaluru; Editing by Mohammed Safi Shamsi Our Standards: The Thomson Reuters Trust Principles., opens new tab Suggested Topics:Artificial Intelligence

[9]

Nvidia CEO to defend AI dominance as competition intensifies

March 17 (Reuters) - When Nvidia CEO Jensen Huang takes the stage this week for the company's annual software developer conference, he will defend his nearly $3 trillion chip company's dominance as pressure mounts on its biggest customers to rein in the costs of artificial intelligence. Nvidia's conference comes after China's DeepSeek spooked U.S. markets with a competitive chatbot it alleged took less computing power than rivals to create. Nvidia's (NVDA.O), opens new tab stock dropped because selling computing power in the form of chips that cost tens of thousands of dollars apiece is what helped Nvidia's revenue more than quadruple over the past three years to $130.5 billion. At the conference, Nvidia is expected to reveal details of a chip system called Vera Rubin, named for the American astronomer who pioneered the concept of dark matter, with the system expected to go into mass production later this year. Those details will come even as Rubin's predecessor, a chip named after mathematician David Blackwell announced this time last year, is trickling onto the market after production delays that have eaten into Nvidia's margins. Nvidia's big moneymakers face pressure from technological change as AI markets shift from "training," which is the process of feeding AI models such as chatbots huge troves of data to make them smart, to "inference," which is when the model uses those smarts to produce answers for users. Nvidia, with a market share exceeding 90%, owns the training market but faces competition in inference - and how much market share those competitors take will depend on how inference computing is carried out. 'BIGGER HAMMERS' Inference computing comes in many forms, from a smartphone that rewords emails to a data center churning out complex analysis of financial documents. Scores of startup companies in Silicon Valley and beyond, as well as Nvidia's traditional rivals such as Advanced Micro Devices (AMD.O), opens new tab, are betting that they can sell chips that will get the job done at lower overall cost - especially electricity costs, where Nvidia's chips consume so much power that AI companies are investigating nuclear reactors to power them. "They have a hammer, and they're just making bigger hammers," said Bob Beachler, vice president at Untether AI, one of the at least 60 startups trying to unseat Nvidia in inference markets. "They own the (training) market. And so every new chip they come out with has a lot of training baggage." But Nvidia has argued that a new kind of AI called "reasoning" plays in its favor. Reasoning chatbots think aloud, generating a few lines of text and then reading that text back to themselves to think on the problem more - all of which uses more of the computing power that Nvidia's chips excel at. "The market for inference is going to be many times bigger than the training market," said Jay Goldberg, chief executive of D2D Advisory, a finance and strategy consulting firm. "As inference becomes more important, their percentage share will be lower, but the total market size and the pool of revenues could be much, much larger." BEYOND CHATBOTS Nvidia is also expected to hint at its plans in other computing markets, such as using new AI techniques that improve chatbots to make robots more useful. One big area of focus will be quantum computing. In January, comments by Huang that the technology was decades away helped crash shares of companies betting on it and spurred Microsoft (MSFT.O), opens new tab and Alphabet's Google (GOOGL.O), opens new tab to come out with claims that the technology is much closer to usefulness. That in turn prompted Nvidia to announce it would devote a full day of its conference to the state of the quantum industry and its own plans. Huang will deliver the keynote address on Tuesday. Also on deck is Nvidia's efforts to build a personal computer central processor chip, an endeavor first reported by Reuters and revealed by Nvidia in January. "It could eat into what's left of the Intel market," said Maribel Lopez, an independent technology industry analyst. Reporting by Stephen Nellis and Max Cherney in San Francisco; Editing by Andrea Ricci Our Standards: The Thomson Reuters Trust Principles., opens new tab Suggested Topics:Artificial Intelligence Max A. Cherney Thomson Reuters Max A. Cherney is a correspondent for Reuters based in San Francisco, where he reports on the semiconductor industry and artificial intelligence. He joined Reuters in 2023 and has previously worked for Barron's magazine and its sister publication, MarketWatch. Cherney graduated from Trent University with a degree in history.

[10]

Quantum computing, AI stocks rise as Nvidia kicks off annual conference

March 17 (Reuters) - Shares of quantum computing and artificial intelligence companies rose on Monday, as investors hoped that Nvidia would blow some life back into the beaten-down sectors with new announcements at its annual conference. The five-day GTC AI conference, which was already underway, will devote an entire day to quantum computing and feature executives from notable firms including D-Wave Quantum and Rigetti Computing. Several quantum computing stocks jumped, with D-Wave Quantum (QBTS.N), opens new tab up 9.4%, while Quantum Corp (QMCO.O), opens new tab and Quantum Computing (QUBT.O), opens new tab gained 23.1%, and 15.5%, respectively. Other AI-linked stocks gained in choppy trading, with SES AI (SES.N), opens new tab soaring 30% and Dell Technologies (DELL.N), opens new tab up 3%. Investors will focus on CEO Jensen Huang's keynote on Tuesday to assess the latest developments in the AI and chip sectors, which have lost some luster on concerns over competing AI products in China and worries over the impact of U.S. tariffs. "If tomorrow's presentation is broadly positive, I don't think it would take an awful lot to see some big upward moves in anything related to AI (or) quantum (computing) from current levels," said David Morrison, senior analyst at Trade Nation. "Looking at how oversold so many of these stocks are, it's just a question of getting a catalyst for people to come back in and redeploy funds." The fresh focus on quantum computing is a change of pace for Huang, after his comments in January that the technology was decades away from practical use sparked a steep selloff in related stocks. "They call this the 'Woodstock' of AI," said Ken Mahoney, CEO of Mahoney Asset Management. "If (Huang) says something a little more encouraging, that could add some boost for these stocks." Nvidia is expected to reveal details of a new chip system, hint at plans in other computing markets including robotics and provide updates on its Blackwell Ultra chip. Trading was volatile, however, with Rigetti Computing (RGTI.O), opens new tab reversing premarket gains. Nvidia also reversed early gains and was last down 1.8%. The stock has slumped 11% this year after a blistering 171% rally in 2024. "To get the AI space excited again, they have to go a little off script from what we're expecting," Mahoney said. Reporting by Lisa Mattackal in Bengaluru; Editing by Anil D'Silva Our Standards: The Thomson Reuters Trust Principles., opens new tab Suggested Topics:ETFs

[11]

Nvidia expected to reveal details of latest AI chip at conference

SAN JOSE, California, March 18 (Reuters) - Nvidia CEO Jensen Huang is expected on Tuesday to reveal fresh details about the company's newest artificial intelligence chip at its annual software developer conference. Nvidia (NVDA.O), opens new tab stock has more than quadrupled in value over the past three years as the company powered the rise of advanced AI systems such as ChatGPT, Claude and many others. Much of that success stemmed from the decade that the Santa Clara, California-based company spent building software tools to woo AI researchers and developers - but it was Nvidia's data center chips, which sell for tens of thousands of dollars each, that accounted for the bulk of its $130.5 billion in sales last year. Huang hinted last year the new flagship offering will be named Rubin and consist of a family of chips - including a graphics processing unit, a central processing unit and networking chips - all designed to work in huge data centers that train AI systems. Analysts expect the chips to go into production this year and roll out in high volumes starting next year. Nvidia is trying to establish a new pattern of introducing a flagship chip every year, but has so far hit both internal and external obstacles. The company's current flagship chip, called Blackwell, is coming to market slower than expected after a design flaw caused manufacturing problems. The broader AI industry last year grappled with delays in which the prior methods of feeding expanding troves of data into ever-larger data centers full of Nvidia chips had started to show diminishing returns. Nvidia shares tumbled this year when Chinese startup DeepSeek alleged it could produce a competitive AI chatbot with far less computing power - and thus fewer Nvidia chips - than earlier generations of the model. Huang has fired back that newer AI models that spend more time thinking through their answers will make Nvidia's chips even more important, because they are the fastest at generating "tokens," the fundamental unit of AI programs. "When ChatGPT first came out, the token generation rate only had to be about as fast as you can read," Huang told Reuters last month. "However, the token generation rate now is how fast the AI can read itself, because it's thinking to itself. And the AI can think to itself a lot faster than you and I can read and because it has to generate so many future possibilities before it presents the right answer to you." Reporting by Stephen Nellis and Max Cherney in San Jose, California; Editing by Rod Nickel Our Standards: The Thomson Reuters Trust Principles., opens new tab Suggested Topics:Artificial Intelligence Max A. Cherney Thomson Reuters Max A. Cherney is a correspondent for Reuters based in San Francisco, where he reports on the semiconductor industry and artificial intelligence. He joined Reuters in 2023 and has previously worked for Barron's magazine and its sister publication, MarketWatch. Cherney graduated from Trent University with a degree in history.

[12]

Financial Times News

Nvidia bets on high demand for more computing power with new AI chip

Nvidia has unveiled the next generation of its artificial intelligence chips, marking a bet that the arrival of "reasoning" AI systems such as DeepSeek will spur even greater demand for computing power. Jensen Huang, Nvidia's chief executive, reassured investors at the chipmaker's annual GTC conference on Tuesday that the spending spree on AI infrastructure over the past two years, and appetite for ever-faster AI chips and software, would continue to grow. Nvidia said its new Vera Rubin AI chips, named after the American astronomer who discovered dark matter, can be developed into clusters of millions of units, meaning they can be used to train much larger AI models and serve up more sophisticated responses to greater numbers of users. AI models launched this year by Chinese start-up DeepSeek spurred fears among investors that AI could advance without the need for multibillion-dollar investments in data centres that had turned Nvidia into one of the world's most valuable companies. "Almost the entire world got it wrong," Huang said in his keynote address at the event in San Jose, California. "The computation requirement, the scaling law of AI, is more resilient and in fact hyper-accelerated." Huang said purchases of graphics processing units by the four largest US cloud computing providers have surged this year, underlining tech companies' thirst for more computing power. Its most recent Blackwell AI chip was first released late last year. Huang said Rubin would be available in the second half of 2026, followed by an "ultra" version the following year. One Rubin configuration would link 576 individual GPUs, which in effect would act as one chip, Huang said. The current Blackwell chip clusters 72 GPUs in the company's NVL72 supercomputer. Rubin will also have advanced memory and networking capacity alongside a new custom-designed central processing unit. "Basically everything is brand new, except for the chassis," said Huang, who later told reporters that Nvidia was working at "the limits of physics". The Silicon Valley company also unveiled a range of new products, including PC-style workstations that would put its high-end GPUs, normally found in cloud computing facilities, on to the desks of AI researchers and scientists. Nvidia also revealed a new optical networking system that Huang said would remove a bottleneck to building ever-larger AI data centres. AI companies such as OpenAI, Anthropic and Elon Musk's xAI are looking to build facilities housing hundreds of thousands of GPUs under one roof, which they hope will allow them to build more sophisticated AI models. The optical network "sets us up to be able to scale up to these multi-hundred thousand GPUs and multimillion GPUs", Huang said. Nvidia's current Blackwell chip will be upgraded in the second half of this year. It also showed off its new Dynamo "operating system" for AI data centres, which Huang said would significantly boost the performance of Nvidia's chips. Nvidia shares were down about 3 per cent on Tuesday following Huang's keynote speech, which saw him joined on stage by Blue, a small Star Wars-inspired robot. The cameo was a nod to a partnership with Google DeepMind and Disney Research to develop an open-source physics engine for robotics simulation, dubbed "Newton". "The time has come for robots," Huang said. "Everybody pay attention to this space: this could very well likely be the largest industry of all." Nvidia shed almost $600bn of value in a single day when panic over DeepSeek's breakthrough gripped investors in January, and its shares are down 15 per cent since the start of the year. Concerns over the potential impact of US tariffs on the global economy have dragged down stocks across the technology sector. While Nvidia's staggering growth has slowed, revenue was still up almost 80 per cent year on year in its fourth quarter, which ended in January.

[13]

engadget

NVIDIA GTC 2025 AI and quantum computing conference: Live updates from CEO Jensen Huang's keynote

Expect to hear more about NVIDIA's vision around AI, robotics and automotive tech. After a jam-packed CES 2025 session, NVIDIA CEO Jensen Huang is kicking off the company's GTC 2025 AI conference with a two-hour-long keynote later today. Expect to hear more about the company's expansive AI plans, which will likely cover everything from robots to in-car technology. Basically, the keynote will likely be an expansion of themes Huang has already discussed at CES. But since GTC is NVIDIA's own conference, he'll be free to get even nerdier and more specific (something the CES audience didn't seem to appreciate). Also, the GTC schedule has March 20 carved out as "Quantum Day," with a two-hour panel hosted by Huang starting at 1pm ET, so we can probably expect some discussion around that later this week. Given the rocky launch of NVIDIA's Blackwell GPUs -- from its pricey RTX 5090 to the more attainable RTX 5070 -- NVIDIA also plans to unveil more details around its next-generation graphics architectures, Blackwell Ultra and Vera Rubin. Huang confirmed that Blackwell Ultra cards are coming in the "second half" of this year in a recent earnings call, and he added, "The next train [is] Blackwell Ultra with new networking, new memory, and of course, new processors." Additionally, he noted "The click after that is called Vera Rubin and all of our partners are getting up to speed on the transition to that." Those Vera Rubin GPUs will offer a "big, big, huge step up," Huang extolled to investors and analysts. Considering NVIDIA stock recently took a dip ahead of GTC, the company has quite a lot riding on today's keynote.

[14]

CNBC

Nvidia announces Blackwell Ultra and Rubin AI chips

Nvidia announced new chips for building and deploying artificial intelligence models at its annual GTC conference on Tuesday. CEO Jensen Huang revealed Blackwell Ultra, a family of chips shipping in the second half of this year, as well as Vera Rubin, the company's next-generation graphics processing unit, or GPU, that is expected to ship in 2026. Nvidia's sales are up more than sixfold since its business was transformed by the release of OpenAI's ChatGPT in late 2022. That's because its "big GPUs" have most of the market for developing advanced AI, a process called training. Software developers and investors are closely watching the company's new chips to see if they offer enough additional performance and efficiency to convince the company's biggest end customers -- cloud companies including Microsoft, Google and Amazon -- to continue spending billions of dollars to build data centers based around Nvidia chips. "This last year is where almost the entire world got involved. The computational requirement, the scaling law of AI, is more resilient, and in fact, is hyper-accelerated," Huang said. Tuesday's announcements are also a test of Nvidia's new annual release cadence. The company is striving to announce new chip families on an every-year basis. Before the AI boom, Nvidia released new chip architectures every other year. The GTC conference in San Jose, California, is also a show of strength for Nvidia. The event, Nvidia's second in-person conference since the pandemic, is expected to have 25,000 attendees and hundreds of companies discussing the ways they use the company's hardware for AI. That includes Waymo, Microsoft and Ford, among others. Nvidia will also showcase its other products and services at the event. For example, Nvidia announced new laptops and desktops using its chips, including two AI-focused PCs that will be able to run large AI models such as Llama or DeepSeek. The company also announced updates to its networking parts for tying hundreds or thousands of GPUs together so they work as one, as well as a software package called Dynamo that helps users get the most out of their chips.

[15]

engadget

NVIDIA GTC 2025 live: News and announcements from CEO Jensen Huang's annual keynote

Expect to hear more about NVIDIA's vision around AI, robotics and automotive tech. After a jam-packed CES 2025 session, NVIDIA CEO Jensen Huang is kicking off the company's GTC 2025 AI conference with a two-hour-long keynote in just a few hours. Expect to hear more about the company's expansive AI plans, which will likely cover everything from robots to in-car technology. Basically, the keynote will likely be an expansion of themes Huang has already discussed at CES. But since GTC is NVIDIA's own conference, he'll be free to get even nerdier and more specific (something the CES audience didn't seem to appreciate). Also, the GTC schedule has March 20 carved out as "Quantum Day," with a two-hour panel hosted by Huang starting at 1pm ET, so we can probably expect some discussion around that later this week. Given the rocky launch of NVIDIA's Blackwell GPUs -- from its pricey RTX 5090 to the more attainable RTX 5070 -- NVIDIA also plans to unveil more details around its next-generation graphics architectures, Blackwell Ultra and Vera Rubin. Huang confirmed that Blackwell Ultra cards are coming in the "second half" of this year in a recent earnings call, and he added, "The next train [is] Blackwell Ultra with new networking, new memory, and of course, new processors." Additionally, he noted "The click after that is called Vera Rubin and all of our partners are getting up to speed on the transition to that." Those Vera Rubin GPUs will offer a "big, big, huge step up," Huang extolled to investors and analysts. Considering NVIDIA stock recently took a dip ahead of GTC, the company has quite a lot riding on today's keynote. Redditors from the subreddit r/NVDA_Stock are saying the scene at GTC is, as of the afternoon of March 17, "an absolute madhouse." Stick around as we see what NVIDIA has up its sleeve.

[16]

CNBC

Nvidia announces new chips at GTC Conference. What analysts had to say

Wall Street analysts left Nvidia 's flagship GPU Technology Conference on Tuesday feeling generally optimistic on the AI darling's future. During a keynote speech, CEO Jensen Huang announced new chips for deploying artificial intelligence models. These models are expected to ship in 2026, he said. However, some were left underwhelmed. The stock dropped more than 3% on Tuesday, bringing its year-to-date losses to more than 14%. This is a departure from previous years, as the GTC conference had been a positive catalyst for shares in previous years . Jefferies analyst Blayne Curtis noted that while "the rate of innovation on all fronts continues to impress and suggests a growing moat vs. peers ... we were hoping for more proof points for TAM expansion and TCO advantages." Still, Curtis maintained his buy rating on the stock and $160 price target, which points to 60% upside. Others also stuck to their bullish theses. Here's what the analysts had to say. Bank of America maintains buy rating, price target of $200 The bank's price target signals 73% upside. "We maintain Buy, $200 PO following slate of product/partner announcements at flagship GTC conference in addition to post keynote meeting with CFO that demonstrate NVDA continuing to deepen its competitive moat in a $1T+ infrastructure/services TAM," wrote analyst Vivek Arya. Citi stands by buy rating, price target of $163 Citi's target points to a 41.2% gain. "Net-net, we came out of the keynote reassured in NVIDIA's leadership which if anything seems to be expanding. We view positively NVIDIA's push for inference which per company comments now requires significantly more compute. Maintain Buy," said analyst Atif Malik. Evercore ISI reiterates outperform, price target of $190 Evercore ISI's price target implies a gain of 64.6%. "NVDA CEO's keynote at its annual GTC conference reinforces our view that no one is investing at the pace or magnitude NVDA is in building out a full-stack chip+hardware+networking+software ecosystem for the AI computing era, consistent with quotes we recently heard from hyperscalers that "NVDA has an 8-year lead" and "NVDA's ecosystem is on a different continent," wrote analyst Mark Lipacis. "We view the recent weakness as a particular buying opportunity." Deutsche Bank keeps rare hold rating, $145 price target The price target points to 25.6% upside. "Overall, NVDA conveyed strong-but-warranted bullishness about the strength of its product roadmap, with the company clearly maintaining a strong lead in its systems-based approach to serving AI compute needs. We applaud the company for maintaining this lead and for enabling explosive growth in the AI ecosystem. With relatively few surprises to us from this GTC keynote, we maintain our Hold rating," analyst Ross Seymore wrote. JPMorgan reiterates outperform rating, price target of $170 JPMorgan's price target implies 47% upside. "With leading silicon (GPU/DPU/CPU), hardware/ software platforms, and a strong ecosystem, Nvidia is well-positioned to benefit from major secular trends in AI, high-performance computing, gaming, and autonomous vehicles, in our view. NVIDIA continues to remain 1-2 steps ahead of its competitors," wrote analyst Harlan Sur. Morgan Stanley maintains overweight, $162 price target The price target points to 40% upside. "While there were no big surprises in the keynote aimed at developers, the company made a strong case that there will continue to be multiple waves of AI scaling requirements, that they are delivering product leadership through 2027, and that near term cloud demand is strong," analyst Joseph Moore said. UBS keeps buy rating, $185 price target The bank's forecast signals a gain of 60%. "Overall, NVDA did a nice job laying out the roadmap and debunking the narrative that compute demand and scaling is seeing any slowdown," wrote analyst Timothy Arcuri.

[17]

Gizmodo

What to Expect at Nvidia GTC 2025

Nvidiaâ€™s been on a roll this year, starting with the announcement and launch of its 5000 series GPUs. However, as the company's annual GPU Technology Conference (GTC) starts next week, itâ€™s clear that Nvidia has more news on deck. The five-day event, which starts March 17 and concludes March 21 in San Jose, California, consists of a series of workshops, talks, and panels focusing on the companyâ€™s future. And while thereâ€™s bound to be a ton of exciting news, the conferenceâ€™s highlight will be CEO Jensen Huangâ€™s keynote address on March 18 at 1 p.m. ET (10 a.m. PT). You can watch the keynote live at Nvidiaâ€™s website. If youâ€™re wondering what Nvidia has up its sleeve, you can take a look at the conference itinerary and make a few educated guesses. Although robotics, quantum computing, and cybersecurity with a dash of autonomous driving are on the agenda, itâ€™s clear that most of the conference is focused on artificial intelligence. The emphasis on AI is no surprise, as the company has been all-in on the technology for several years. Aside from Deep Learning Super Sampling (DLSS), which uses artificial intelligence to boost in-game frame rates while reducing latency, Nvidiaâ€™s also been rolling out AI technology in its enterprise and automotive sectors. And with the very real threat of DeepSeek, Nvidia will definitely have to present a strong plan for competing with the Chinese AI lab. We think this will be one of the main points of Huangâ€™s keynote address. But weâ€™re not expecting GTC to be a total software affair. The company is likely to announce an update to its Blackwell GPUs. Launched back in 2024, Blackwell is a platform composed of hardware and software designed to handle large language models (LLMs), generative AI, and other intensive artificial intelligence programs. The latest line of chips, including Blackwell Ultra, is slated to launch in the top half of 2025. Finally, since GTC is at its heart a developer-centric conference, expect to hear about new platforms and tools designed to make it even easier for developers to keep innovating in AI and other areas. And while some workshops sound scarier than others ("A New Era of Generalist Robotics: The Rise of Humanoids"), this GTC looks like itâ€™s on track to debut some exciting new tech.

[18]

Tom's Guide

Nvidia GTC 2025 live -- what's next in AI, robotics and accelerated computing

Nvidia GTC 2025 is here, and it's set to unveil a bunch of different AI innovations for next-gen computing and hardware -- and we're here to keep you up to date on it all. Nvidia CEO Jensen Huang is kicking off the AI conference with a special keynote, which will give us a taste of what's next in "agentic AI, robotics, accelerated computing, and more." We've played around with Nvidia's AI NPC prototypes (and had a blast), and we're sure to see the next steps in what Nvidia has to offer in computing and beyond at GTC 2025. The keynote is taking place on Tuesday, March 18 from 10 a.m. PT / 1 p.m. ET / 4 p.m. GMT, and it's expected to last around two hours. In case you miss anything, we'll be here to cover the latest. How to watch Nvidia GTC 2025 You can follow along with the Nvidia GTC keynote from CEO Jensen Huang below.

[19]

VentureBeat

Nvidia's GTC keynote will emphasize AI over gaming

Nvidia's GPU Technology Conference (GTC) takes place in San Jose next week, not terribly far from San Franciso concurrently hosting the Game Developer's Conference in the heart of the city. Despite geographic proximity, the subject matter of both conferences will likely be a world apart, as Nvidia CEO Jen Huang seems to be aiming for less of a talk about what Nvidia will do for gaming and more what it will do for AI. In Nvidia's GTC session catalog, the keynote is described succinctly: "Don't miss this keynote from NVIDIA founder and CEO Jensen Huang. He'll share how NVIDIA's accelerated computing platform is driving the next wave in AI, digital twins, cloud technologies, and sustainable computing." With the recent launch of the 5090, it makes sense that Nvidia would be somewhat mum about new graphics capabilities for the latest games. At this point, improvements are likely to err more toward an incrementalist game of inches than a massive revolution every few years. But it does indicate that Nvidia is aware which audience is buttering their bread right now and is aiming their focus toward that. Moreover, Nvidia and Huang likely feel they desperately need to win back the faith of the AI market. The picture of AI has changed dramatically since DeepSeek was revealed a few months ago, making Nvidia's argument of being the best requiring expensive hardware straight from the source feel a bit shaky and that feeling was born out by the stock market. Nvidia is going into GTC looking for a win and it is more likely to get that from AI enthusiasts and investors than gamers. This is not to say the company will not have any new information about how to get the best graphics out of all of 2025 and beyond's shiny new titles, but the core focus lies elsewhere for the keynote at least.

[20]

Mashable

Nvidia keynote livestream: Watch CEO Jensen Huang at the GPU Technology Conference today

Nvidia CEO Jensen Huang is set to deliver remarks on Tuesday. It's widely expected he'll share details on the company's latest chips used in artificial intelligence. Huang is scheduled to speak 1 p.m. ET. You can watch his keynote address on YouTube or embedded below. We've covered the latest rumors surrounding Nvidia's forthcoming product releases, but lots more is expected from Huang's remarks at Nvidia's GTC conference on Tuesday. Huang is expected to announced the Blackwell Ultra, a premium version of its flagship AI chip, as well as news about the company's next GPU platform. The tech world and Wall Street will certainly be interested in Huang's keynote. The sudden rise of China's AI startup DeepSeek sparked a sharp fall in Nvidia's share price at the beginning of this year. The company's plans moving forward could certainly inspire a rise or fall amid that shift in the market.

[21]

Nvidia's stock slips ahead of Jensen Huang's GTC keynote

DraftKings CEO says he's not making decisions based on their stock price, but looks at it every day The chipmaker's shares closed at $119.53 each and are down 11% so far this year. During after-hours trading, the stock was slightly down by around 0.1%. All eyes will be on Huang's keynote on Tuesday at the chipmaker's annual developer conference, also known as the GTC, where he is expected to unveil its next artificial intelligence chips. In February, Huang said he will share more about the company's Blackwell Ultra AI chip, next-generation AI platform Vera Rubin, and other product plans at the conference. Nvidia has "some really exciting things to share" at the GTC about enterprise and agentic AI, reasoning models, and robotics, Huang said during the company's fiscal fourth quarter earnings call. Last week, analysts at Bank of America (BAC+1.89%) said in a note that they "expect Nvidia to present attractive albeit well-expected updates on Blackwell Ultra" at the GTC. The analysts added that they anticipate Nvidia will focus on inferencing for reasoning models, which major firms such as OpenAI and Google are racing to develop. Jefferies (JEF+2.50%) analysts said in a note on Monday that they expect "the noise around CPO [co-packaged optics] to resurface over next few weeks" going into the GTC and the optical conference. Nvidia will likely discuss how the optical technology will be used in AI data centers, the analysts said. Meanwhile, some quantum computing stocks climbed on Monday ahead of the GTC's first "Quantum Day" that will be held on Thursday. Quantum Computing (QUBT+13.61%) stock closed up by 13.12%, while D-Wave was up by 10.15% at the market close. Executives from quantum companies, including D-Wave, are expected to join Huang to discuss "what businesses should expect from quantum computing in the coming decades -- mapping the path toward useful quantum applications," Nvidia said.

[22]

Nvidia is about to drop new AI chips. Here's what to expect

All eyes will be on Nvidia's (NVDA+4.51%) GPU Technology Conference this week, where the company is expected to unveil its next artificial intelligence chips. Nvidia chief executive Jensen Huang said he will share more about the upcoming Blackwell Ultra AI chip, Vera Rubin platform, and plans for following products at the annual conference, known as the GTC, during the company's fiscal fourth quarter earnings call. On the earnings call, Huang said Nvidia has "some really exciting things to share" at the GTC about enterprise and agentic AI, reasoning models, and robotics. The chipmaker introduced its highly anticipated Blackwell AI platform at last year's GTC, which has "successfully ramped up" large-scale production, and made "billions of dollars in sales in its first quarter," according to Huang. Analysts at Bank of America (BAC+3.05%) said in a note on Wednesday that they "expect Nvidia to present attractive albeit well-expected updates on Blackwell Ultra," with a focus on inferencing for reasoning models, which major firms such as OpenAI and Google are racing to develop. The analysts also anticipate the chipmaker to share more information on its next-generation networking technology, and long-term opportunities in autonomous cars, physical AI such as robotics, and quantum computing. In January, Nvidia announced that it would host its first Quantum Day at the GTC, and have executives from D-Wave and Rigetti (RGTI+26.51%) "discuss where quantum computing is headed." The company added that it will unveil quantum computing "advances shortening the timeline to useful applications." The same month, quantum computing stocks tanked after Huang expressed doubts over the technology's near-term potential during the chipmaker's financial analyst day at the Consumer Electronics Show, saying useful quantum computers are likely decades away. Jefferies (JEF+3.48%) analysts said in a Thursday note that they expect Nvidia's product announcements at the GTC "to be another positive catalyst" for the company "as investors move past supply-chain noise and can once again get excited about the technology roadmap."

[23]

Nvidia's next big moment is coming. Here's what analysts are saying

DraftKings CEO on March Madness, AI, and the future of sports gambling After the chipmaker delivered another record quarter in February, Jefferies (JEF+1.24%) analysts said the developers conference, known as the GTC, will be "another positive catalyst to help solidify the performance advantages of Blackwell and lay a framework for continued AI spending, particularly on the inference side." The company raised outlook for the fiscal first quarter on strong demand for its Blackwell AI platform, which it unveiled at last year's GTC. Nvidia's guidance confirmed that Big Tech's big spending on AI will continue despite investor worries prompted by Chinese AI firm DeepSeek earlier this year, analysts said post-earnings. On Nvidia's fiscal fourth quarter earnings call, chief executive Jensen Huang said he will share more about the company's next AI chip, Blackwell Ultra, its next-generation AI platform, Vera Rubin, and its plans for following products at the conference. Huang announced Blackwell Ultra and the Rubin platform during an appearance at COMPUTEX in Taiwan in June. He also said he will have "some really exciting things to share" about enterprise and agentic AI, reasoning models, and robotics. Here's what analysts are saying ahead of the GTC. Despite some investors being left unimpressed by Nvidia's fiscal fourth quarter earnings beat, John Belton, a portfolio manager at Gabelli Funds, said in post-earnings comments shared with Quartz that the company will "get the market excited about everything in the product pipeline," at the GTC. Sean Sun, a portfolio manager at Thornburg Investment Management, shared similar post-earnings sentiments, saying Nvidia's "real story is its rapid cadence of innovation," and that he expects "further product announcements [at the GTC] to build on today's momentum." Last week, analysts at Bank of America (BAC+0.38%) said in a note that they "expect Nvidia to present attractive albeit well-expected updates on Blackwell Ultra." The analysts added that they anticipate Nvidia will focus on inferencing for reasoning models, which major firms such as OpenAI and Google are racing to develop. Bank of America analysts added that they are looking forward to hearing more about Nvidia's next-generation networking technology and its long-term opportunities in autonomous cars, physical AI such as robotics, and quantum computing. Analysts at Jefferies said in a note on Monday that they expect "the noise around CPO [co-packaged optics] to resurface over next few weeks" going into the GTC and the optical conference. Nvidia will likely discuss how the optical technology will be used in AI data centers. "We'll have our eyes on NVDA with expectations for CPO options on their new IB-based Quantum switch and Ethernet-based Spectrum switch," Jefferies said in a note. "We view these more as proof of concept and expect limited volumes, but NVDA should use the platform and fervor to emphasize the benefit of their systems-based approach." Nvidia's shares were down by less than 1% during Monday morning trading.

[24]

Tech Xplore

Nvidia showcases AI chips as it shrugs off DeepSeek

Nvidia chief Jensen Huang is expected to showcase cutting-edge chips for artificial intelligence (AI) and quantum computing on Tuesday, shrugging off talk of China's DeepSeek disrupting the market. Huang's keynote presentation at Nvidia's annual developers conference should pack the SAP Center in the Silicon Valley city of San Jose, where the Sharks NHL hockey team plays. Industry watchers expect Huang to spotlight Nvidia's latest Blackwell line of graphics processing units (GPUs), including new updates in the works. The AI boom propelled Nvidia stock prices to stratospheric levels until a steep sell-off early this year triggered by the sudden success of DeepSeek. The stock, one of the most traded on Wall Street, is down more than nine percent this year despite a recent rebound from a March low. China-based DeepSeek shook up the world of generative artificial intelligence (GenAI) with the debut of a low-cost but high-performance model that challenges the hegemony of OpenAI and other big-spending behemoths. But several countries have questioned DeepSeek's handling of data, which the firm says is collected in "secure servers located in the People's Republic of China." Nvidia high-end GPUs are in hot demand by tech giants building data centers to power artificial intelligence, and some say a low-cost option could weaken the Silicon Valley chip star's business. Yurts co-founder and CEO Ben Van Roo, whose company specializes in keeping sensitive data protected while allowing access by AI models, believes DeepSeek's popularity bodes well for Nvidia. "DeepSeek drastically accelerated the desire to consume these models," Van Roo told AFP. "You've opened the world's appetite even more (to generative AI) and independent of the fact that it's Chinese, I think it was a good day for Nvidia." Blackwell Booming Nvidia has ramped up production of its top-of-the-line Blackwell processors for powering AI, logging billions in sales in its first quarter on the market. "AI is advancing at light speed" and is setting the stage "for the next wave of AI to revolutionize the largest industries," Huang told financial analysts recently. Huang believes Nvidia chips and software platforms will continue to power or train AI for robots, cars, and digital "agents," the term used for AI that can execute decisions instead of humans. The CEO is also likely to talk up a leap to quantum computing. After several dashed predictions, quantum computing is accelerating rapidly with actual use cases and scientific breakthroughs expected within years, not decades. US tech giants, startups, banks, and pharmaceutical companies are pouring investments into this revolutionary technology. GPUs like those made by Nvidia are ideal for handling multiple computing tasks simultaneously, making them well suited for quantum computing. The US and China are racing ahead in quantum development, with Washington imposing export restrictions on the technology. Nvidia reported that it finished last year with record high revenue of $130.5 billion, driven by demand for its chips to power artificial intelligence in data centers. Nvidia projected revenue of $43 billion in the current fiscal quarter, topping analyst expectations.

[25]

Watch live: Nvidia CEO Jensen Huang introduces new AI chips at the GTC

Watch live: The Boeing Starliner astronauts return to Earth after 9 months stuck in space In February, Huang said he would discuss the chipmaker's Blackwell Ultra AI chip, next-generation Vera Rubin platform, and plans for following products at the annual GPU Technology Conference, also known as the GTC. Huang said the company has "some really exciting things to share" at the developer conference about enterprise and agentic AI, reasoning models, and robotics. The chipmaker introduced its highly anticipated Blackwell AI platform at last year's GTC, which has "successfully ramped up" large-scale production, and made "billions of dollars in sales in its first quarter," Huang said on the company's fiscal fourth quarter earnings call. Jefferies (JEF-0.07%) analysts said in a note last week that they expect Nvidia's product announcements at the GTC "to be another positive catalyst" for the company "as investors move past supply-chain noise and can once again get excited about the technology roadmap." Meanwhile, analysts at Bank of America (BAC-0.29%) said in a note last week that they "expect Nvidia to present attractive albeit well-expected updates on Blackwell Ultra," with a focus on inferencing for reasoning models, which major firms such as OpenAI and Google are racing to develop. Bank of America analysts are also anticipating more information on Nvidia's next-generation networking technology, and what the chipmaker's long-term opportunities are in autonomous cars, physical AI such as robotics, and quantum computing. Kevin Cook, senior stock strategist at Zacks Investment Research, said Nvidia is likely to talk more about its Project DIGITS personal AI supercomputer at the GTC, in comments shared with Quartz. "I've been saying for years that Nvidia GPU systems are 'like the iPhone cycle, but better,'" Cook said. "What I mean is that enterprises will pay for the latest, better, and faster from Jensen, but they can still use their old hardware, too, because it's all integrated and updated by CUDA software." Cook said he thinks DIGITS will give smaller developers the ability to build their own physical AI models and agentic AI applications. "With the introduction of DIGITS, we have another Apple (AAPL+0.25%) moment for Nvidia as they have created a personal tool that costs less than 5% of the price of the newest Blackwell GPUs, and every developer and startup founder will want one for their desk or home system," Cook said. Watch the livestream of Huang's GTC keynote below.

[26]

Live updates: Nvidia CEO Jensen Huang addresses the GTC conference

Frontier Airlines takes aim at Southwest with a free checked bag offer In February, Huang said he would discuss the chipmaker's Blackwell Ultra AI chip, next-generation Vera Rubin platform, and plans for following products at the annual GPU Technology Conference, also known as the GTC. Huang said the company has "some really exciting things to share" at the developer conference about enterprise and agentic AI, reasoning models, and robotics. The chipmaker introduced its highly anticipated Blackwell AI platform at last year's GTC, which has "successfully ramped up" large-scale production, and made "billions of dollars in sales in its first quarter," Huang said on the company's fiscal fourth quarter earnings call. Analysts at Bank of America (BAC+0.06%) said in a note last week that they "expect Nvidia to present attractive albeit well-expected updates on Blackwell Ultra," with a focus on inferencing for reasoning models, which major firms such as OpenAI and Google are racing to develop. The analysts are also anticipating more information on Nvidia's next-generation networking technology, and what the chipmaker's long-term opportunities are in autonomous cars, physical AI such as robotics, and quantum computing. Kevin Cook, senior stock strategist at Zacks Investment Research, said Nvidia is likely to talk more about its Project DIGITS personal AI supercomputer at the GTC, in comments shared with Quartz. "I've been saying for years that Nvidia GPU systems are 'like the iPhone cycle, but better,'" Cook said. "What I mean is that enterprises will pay for the latest, better, and faster from Jensen, but they can still use their old hardware, too, because it's all integrated and updated by CUDA software." Cook said he thinks DIGITS will give smaller developers the ability to build their own physical AI models and agentic AI applications. Follow along for live updates as Huang's keynote begins at 10 a.m. PT (1 p.m. ET) and runs for approximately two hours.

[27]

LaptopMag

"I'm the chief revenue destroyer": Nvidia's Jensen Huang says new Blackwell chips make previous-gen feel obsolete

Blackwell Ultra is Nvidia's Next Big Thing. (Image credit: Getty Images) Nvidia might be one of the most valuable companies in the world, but according to its CEO, Jensen Huang, he's actually the "chief revenue destroyer." Huang gave himself that tongue-in-cheek title on Tuesday during his keynote at GTC 2025, Nvidia's annual developer conference. He riffed on the company's previous-generation graphics processing unit, Hopper. "There are circumstances where Hopper is fine... That's the best thing I can say about Hopper," Huang said during the keynote. While Huang's comment illustrates how far the company has come since Hopper's release in September 2022, it also contains some truth. Huang and Nvidia officially unveiled Blackwell Ultra and Rubin Ultra AI chips at GTC, which are set to come out in late 2025 and 2026, respectively, and according to Huang, they're poised to move AI infrastructure forward in a big way. At the center of Nvidia's GTC keynote are two chips: the Blackwell Ultra GB300 and the Rubin Ultra. Both "superchips" are designed to power the increasingly complex workload of AI factories -- data centers that represent the backbone of large language models like ChatGPT and Perplexity. Although the two chips' power details were sparse, Nvidia says that its Rubin Ultra chip will be 3.3 times more powerful than Blackwell Ultra. Nvidia reps told reporters during a briefing before the keynote that its Blackwell Ultra chip delivers 20 petaflops of AI performance, the same as last year's Blackwell chip. However, it expands memory, offering 288GB instead of the previous generation's 192 GB. Nvidia also claims that the GB300 chip brings 1.5x more AI performance than the NVIDIA GB200 and "increases Blackwell's revenue opportunity by 50x for AI factories" compared to data centers built around Nvidia's Hopper chip. That's a jargon-heavy way of saying that Nvidia is positioning Blackwell Ultra and Rubin as significant upgrades to last year's technology, which has to do with their ability to reason. "AI has made a giant leap -- reasoning and agentic AI demand orders of magnitude more computing performance," Huang, said. "We designed Blackwell Ultra for this moment -- it's a single versatile platform that can easily and efficiently do pretraining, post-training, and reasoning AI inference." That's all well and good, but what kinds of things does Nvidia actually envision chips of this magnitude powering? If GTC is any indication, kind of a lot. Among the significant innovations Nvidia's AI infrastructure enables is self-driving vehicles. Huang unveiled a partnership with GM that aims to crack the code on truly self-driving cars, stating on stage, "The time for autonomous vehicles has arrived." According to Huang, GM will use Nvidia's AI models, particularly for "simulation and validation." GM will now use Nvidia's Omniverse platform to create "digital twins" of assembly lines -- digital simulacra of real-life environments used for training. With those, GM says it will conduct virtual testing and production simulations to drive plant efficiency. That initiative will also include training for robotics platforms that GM already uses for material handling, transport, and precision welding. Huang also discussed Nvidia's efforts regarding robots, specifically its previously announced Groot model, which it calls a "foundational model" for humanoid robots. Nvidia says its N1 model is "the world's first open, fully customizable foundation model for generalized humanoid reasoning and skills" and added it's the first of many models that will be pre-trained and readied for use in humanoid robots worldwide. Major companies in the humanoid robotics game have already jumped at the chance to incorporate Groot into their hardware, including Agility Robotics, Boston Dynamics, Mentee Robotics, and NEURA Robotics. The incentive to use Groot is clear: Nvidia's model is pre-trained using Nvidia's hardware, which will reduce the work that robotics companies have to undertake before deploying their robots for different tasks. Huang even appeared on stage with a robot to hammer the point home. Believe it or not, Nvidia didn't stop at announcing Blackwell Ultra and Rubin; it also alluded to future hardware coming in 2028 named "Feynman." What Feynman has in store is anyone's guess, but Nvidia has previously committed to year-over-year updates to its chips despite problems with producing and implementing them. With that cadence set in stone, Nvidia will have to make more powerful and efficient chips and convince companies using its hardware that they need new chips. In February, Nvidia's stock price was significantly hit after DeepSeek released an AI model that delivers ChatGPT-like efficiency while using much less power. DeepSeek and its model undermined some confidence that companies will need the power-hungry AI factories of the future that Nvidia has pitched, but whether that's true remains to be seen. For now, we can buckle up and expect more AI hardware in the coming year.

[28]

Nvidia delivered again at the GTC, but it wasn't enough for everyone

Nvidia (NVDA+1.62%) unveiled more about its next artificial intelligence chips, humanoid robots, and AI supercomputers at its GPU Technology Conference on Tuesday -- but some investors wanted more. The chipmaker's stock fell by more than 3% after the annual developer conference, also known as the GTC. The stock reversed course during pre-market trading on Wednesday, and was up by 2.2% at the open. Later in the morning, Nvidia's shares were up by 1.2%. Nvidia chief executive Jensen Huang said the company's Blackwell chips -- which were announced at the last GTC -- are now in full production after hitting snags last year. The next Blackwell Ultra NVL72 chips, which will have one-and-a-half times more memory and two times more bandwidth, will be used to accelerate building AI agents, physical AI, and reasoning models, Huang said during his keynote address. Blackwell Ultra will be available in the second half of this year. The chipmaker's next-generation Vera Rubin GPUs will be released in the second half of next year, Huang said, followed by Rubin Ultra in the second half of 2027. Rubin Ultra will be four GPUs connected together on a single chip. The next AI chip architecture will be named Feynman, Huang said, and is slated for 2028. "The rate of innovation on all fronts continues to impress and suggests a growing moat versus peers," Jefferies (JEF+1.01%) analysts said in a note on Wednesday. "However, the updated roadmap does suggest Rubin will only be an incremental update in 2026 with Rubin Ultra the more meaningful leap ahead in 2027." Richard Windsor, founder of research firm Radio Free Mobile, shared similar sentiments in a Wednesday note saying that the Rubin launch "promises another big jump over Blackwell, but smaller than the jump Blackwell made over Hopper." However, Windsor said the chipmaker "is showing no sign of slowing down meaning that it is quickly expanding into any area where AI will be relevant with the strategy to become the industry standard" before its competitors can start to catch up. While this will help Nvidia keep its market dominance, having more than 85% of market share for data center chips will keep it "a hostage to end demand," leading to some "tough quarters when the inevitable correction comes," Windsor said. He added that there are no signs of this yet, as AI-focused companies plan to continue spending tens of billions of dollars on AI infrastructure this year. Bank of America (BAC+0.12%) analysts maintained their "buy" rating for Nvidia, and said they are looking forward to Blackwell Ultra, Rubin, and Rubin Ultra, which show "unmatched roadmap as Rubin advances AI performance 900x (scale-up FLOPs) over Hopper (Blackwell is 68x) in TCO optimized way," in a note on Wednesday. Meanwhile, Wedbush analysts led by Dan Ives said in a post-conference note on Tuesday that demand for Nvidia's GPUs "remains extremely robust" and "is currently outstripping supply 15:1" as enterprises wait to receive their AI chips. "In essence, Nvidia's chips remain the new oil or gold in this world for the tech ecosystem as there is only one chip in the world fueling this AI foundation ... and it's Nvidia," Wedbush said.

[29]

France 24

Nvidia showcases AI chips as it shrugs off DeepSeek

San Francisco (AFP) - Nvidia chief Jensen Huang is expected to showcase cutting-edge chips for artificial intelligence (AI) and quantum computing on Tuesday, shrugging off talk of China's DeepSeek disrupting the market. Huang's keynote presentation at Nvidia's annual developers conference should pack the SAP Center in the Silicon Valley city of San Jose, where the Sharks NHL hockey team plays. Industry watchers expect Huang to spotlight Nvidia's latest Blackwell line of graphics processing units (GPUs), including new updates in the works. The AI boom propelled Nvidia stock prices to stratospheric levels until a steep sell-off early this year triggered by the sudden success of DeepSeek. The stock, one of the most traded on Wall Street, is down more than nine percent this year despite a recent rebound from a March low. China-based DeepSeek shook up the world of generative artificial intelligence (GenAI) with the debut of a low-cost but high-performance model that challenges the hegemony of OpenAI and other big-spending behemoths. But several countries have questioned DeepSeek's handling of data, which the firm says is collected in "secure servers located in the People's Republic of China." Nvidia high-end GPUs are in hot demand by tech giants building data centers to power artificial intelligence, and some say a low-cost option could weaken the Silicon Valley chip star's business. Yurts co-founder and CEO Ben Van Roo, whose company specializes in keeping sensitive data protected while allowing access by AI models, believes DeepSeek's popularity bodes well for Nvidia. "DeepSeek drastically accelerated the desire to consume these models," Van Roo told AFP. "You've opened the world's appetite even more (to generative AI) and independent of the fact that it's Chinese, I think it was a good day for Nvidia." Blackwell Booming Nvidia has ramped up production of its top-of-the-line Blackwell processors for powering AI, logging billions in sales in its first quarter on the market. "AI is advancing at light speed" and is setting the stage "for the next wave of AI to revolutionize the largest industries," Huang told financial analysts recently. Huang believes Nvidia chips and software platforms will continue to power or train AI for robots, cars, and digital "agents," the term used for AI that can execute decisions instead of humans. The CEO is also likely to talk up a leap to quantum computing. After several dashed predictions, quantum computing is accelerating rapidly with actual use cases and scientific breakthroughs expected within years, not decades. US tech giants, startups, banks, and pharmaceutical companies are pouring investments into this revolutionary technology. GPUs like those made by Nvidia are ideal for handling multiple computing tasks simultaneously, making them well suited for quantum computing. The US and China are racing ahead in quantum development, with Washington imposing export restrictions on the technology. Nvidia reported that it finished last year with record high revenue of $130.5 billion, driven by demand for its chips to power artificial intelligence in data centers. Nvidia projected revenue of $43 billion in the current fiscal quarter, topping analyst expectations.

[30]

France 24

Nvidia showcases new tech at AI 'Super Bowl'

San José (United States) (AFP) - Nvidia chief Jensen Huang on Tuesday showcased cutting-edge chips for artificial intelligence and new applications for the technology, shrugging off talk of China's DeepSeek disrupting the market and dangers from US President Donald Trump's trade wars. Huang gave a hotly anticipated keynote presentation at Nvidia's annual developers conference that packed the SAP Center in the Silicon Valley city of San Jose, where the Sharks NHL hockey team plays. Billing the event as an AI Super Bowl, the Taiwan-born tech titan was greeted by an audience of more than 20,000 who sat through his two-hour-plus address announcing the company's latest updates. "The difference is that everyone is a winner at this Super Bowl," he said, promoting the universal benefits of AI technology. Huang used the annual speech to unveil latest developments and tie-ups at the company he co-founded more than three decades ago that saw a stratospheric growth with the AI frenzy stemming largely from the company's core product, graphics processing units (GPUs). Huang spotlighted the updates to Nvidia's latest Blackwell line of GPUs, as well as new hardware or software for robotics and telecommunications. The announcements included a partnership with General Motors focused on developing driverless vehicles that would feature an Nvidia-made, in-vehicle computing system that can deliver up to 1,000 trillion operations per second. He also unveiled a telecoms project, involving T-Mobile and Cisco Systems, where Nvidia will help create AI-ready hardware for wireless 6G networks, the successor to today's 5G. Pressure The AI boom has propelled Nvidia stock prices to historic levels, though it saw a steep sell-off earlier this year triggered by the sudden success of DeepSeek and the instability of Trump's tariff battles with key trading partners, especially China. Trump has threatened to slap extra tariffs on imports of computer chips to the United States, which will heap pressure on Nvidia's business that depends on imported components, mainly from Taiwan. High-end versions of Nvidia's chips meanwhile face US export restrictions to the major market of China, part of Washington's efforts to slow its Asian adversary's advancement in the strategic technology. Against those headwinds, Nvidia stock, one of the most traded on Wall Street, is down more than 17 percent since Trump took office in January and the release of DeepSeek, an AI model. China-based DeepSeek shook up the world of generative artificial intelligence with the debut of a low-cost, high-performance model that challenges the hegemony of OpenAI and other big-spending behemoths. But several countries have questioned DeepSeek's handling of data and risks that it may be subject to the whims and objectives of the Chinese government. Nvidia high-end GPUs are in hot demand by tech giants building data centers to power artificial intelligence, and some say a low-cost option could weaken the Silicon Valley chip star's business. But Nvidia and others argue that cheaper AI models will only mean their wider expansion, increasing the needs for computing and Nvidia's technology. Riding the AI wave, Nvidia has ramped up production of its top-of-the-line Blackwell processors for powering AI, logging billions in sales in just months. Nvidia reported it finished last year with record high revenue of $130.5 billion, driven by demand for its chips to power AI in data centers. Nvidia projected revenue of $43 billion in the current fiscal quarter, topping analyst expectations.

[31]

Euronews English

Nvidia shares fall following new AI chip announcements

On Tuesday, Nvidia announced its new generation of artificial intelligence (AI) chips, designed to power future advancements in robotics and self-driving cars at the annual (GTC) in San Jose, California. However, its shares fell more than 3% following the announcement as investors continued offloading technology shares amid economic uncertainties linked to Trump's tariffs. The other stocks in the Magnificent Seven group also ended the session lower. The AI powerhouse's stocks declined 15% this year, weighed down by global risk-off sentiment and the launch of Chinese DeepSeek's cheaper AI model. Additionally, the company's latest quarterly earnings report failed to impress investors as sales growth showed signs of slowing. However, Josh Gilbert, a market analyst at eToro Australia, said: "Investors may see that as an opportunity, particularly with its valuation remaining attractive on the backdrop of ongoing growth." The GTC, a key gathering of global AI developers and investors, is a pivotal event for Nvidia. During the week-long conference, the chipmaker must persuade hyperscalers to sustain their heavy investment in its next-generation chips. This is particularly important following DeepSeek's launch of a cost-effective generative AI model, which poses a competitive challenge to leading US tech firms. At the event, a key update of Nvidia's chip line is the successor of Nvidia's Blackwell supercomputing chip, called Blackwell Ultra, which is set to begin shipments in the second half of 2025. Blackwell series chips, Nvidia's flagship products powering its future growth, commenced shipments in the last quarter of 2024. The upgraded version can handle more tasks during the same amount of time as its predecessor, allowing cloud providers to generate 50 times the revenue as the last generation Hopper GPUs. "We designed Blackwell Ultra for this moment -- it's a single versatile platform that can easily and efficiently do pretraining, post-training, and reasoning AI inference," said CEO Jensen Huang. Another major development was the announcement of Vera Rubin, a next-generation system combining CPU and GPU capabilities, expected to launch in the second half of 2026. Named after the astronomer who helped discover dark matter, Vera Rubin is designed as a custom-built supercomputing system that can manage 50 petaflops while doing inference, more than double the current Blackwell chips. Nvidia also announced collaborations with Walt Disney and Google DeepMind on a project called Isaac GR00T N1, aimed at accelerating robotics development. It has also partnered with General Motors for next-generation automotive AI and will work with T-Mobile US and Cisco Systems to develop AI-powered 6G network hardware. Nvidia's major customers are top cloud providers including Amazon, Microsoft, Alphabet, and Oracle Corp., which have collectively purchased 3.6 million Blackwell AI chips so far in 2025, Huang said. Bloomberg reported that Hyperscalers, including Microsoft, Amazon, and Meta Platforms are expected to spend $371bn (€340bn) on AI infrastructure in 2025, with investment expected to rise to $525bn (€480bn)by 2032. Future AI expenditure is projected to focus more on processing power and inference capabilities, inspired by DeepSeek's innovations, rather than the development of entirely new AI models. Huang said: "In the last 2 to 3 years, a major breakthrough happened, a fundamental advance in artificial intelligence happened. We call it agentic AI," and "It can reason about how to answer or how to solve a problem."

[32]

Fast Company

Nvidia stock price sags despite rapid-fire GTC announcements at Jensen Huang's 'Super Bowl of AI'

Nvidia indulged all your artificial intelligence fantasies on Tuesday at what was being called the "Super Bowl of AI." The chip giant's GPU Technology Conference (GTC) was held at the SAP Center in San Jose on Tuesday, and it was -- you guessed it -- all about AI. Nvidia founder and CEO Jensen Huang made several large announcements during a two-hour keynote, with plenty of meat to keep AI-hungry consumers and businesses happy. That includes partnerships with large automakers to build autonomous vehicles and even personal AI supercomputers that sit right on your desktop. Here are some of the key announcements from Huang's keynote:

[33]

Dataconomy

What to expect from Nvidia GTC 2025?

Nvidia's GPU Technology Conference (GTC) 2025 will take place from March 17-21 in San Jose, California, featuring CEO Jensen Huang's keynote address on March 18 at 10 a.m. Pacific, where he will focus on AI and accelerating computing technologies. Nvidia is expected to unveil several significant announcements during GTC, including updates to its Blackwell chip lineup. Huang confirmed in a recent earnings call that the Blackwell B300 series, codenamed Blackwell Ultra, is set to launch in the second half of 2025, featuring enhanced computing performance and 288GB of memory, catering to AI models that require substantial memory resources. The conference will likely also discuss Rubin, Nvidia's next-generation GPU series, which is anticipated to debut in 2026. Huang described Rubin as a "big, big, huge step up" in computing power. Additionally, he plans to address future products beyond Rubin, possibly referring to Rubin Ultra GPUs or the architecture that will follow the Rubin series. Nvidia has scheduled a "quantum day" during GTC to focus on recent advancements in quantum computing. This session will involve executives from notable companies to discuss the path toward practical quantum applications. Nvidia stock might bounce back to $150 before GTC 2025 Nvidia is experiencing challenges, including reports of early Blackwell cards facing significant overheating issues, which prompted order reductions from customers. Recent U.S. export controls and trade tariff concerns have led to a decline in Nvidia's stock price. The rise of the Chinese AI lab DeepSeek, noted for creating competitive efficient models, has raised investor concerns regarding the demand for Nvidia's powerful GPUs like Blackwell. However, Huang views DeepSeek's emergence as beneficial for Nvidia, arguing that it may accelerate AI technology adoption. Nvidia has maintained a robust financial position, reporting $39.3 billion in revenue during the last quarter and projecting $43 billion for the next. Despite increased competition from rivals like AMD, Nvidia still holds an approximate 82% share of the GPU market. This year's GTC will highlight major trends driving technology forward, with a focus on innovations in AI, hardware launches, and strategic partnerships. Developers, researchers, and tech leaders are anticipated to gain valuable insights into future technologies and the ethical implications of AI during the event.

[34]

Dataconomy

Why Nvidia's GTC 2025 will dominate this week's AI headlines

All eyes will be on Nvidia's GPU Technology Conference (GTC) this week, scheduled for March 18, where CEO Jensen Huang will unveil the next generation of artificial intelligence chips, including the Blackwell Ultra AI chip and Vera Rubin platform, as well as discuss future products. During the fiscal fourth quarter earnings call, Huang stated that Nvidia has "some really exciting things to share" at GTC, particularly regarding enterprise and agentic AI, reasoning models, and robotics. Last year, Nvidia launched the Blackwell AI platform, which has successfully ramped up large-scale production, generating "billions of dollars in sales in its first quarter," according to Huang. Bank of America analysts expect Nvidia to provide substantial updates on Blackwell Ultra, focusing on inferencing for reasoning models that companies like OpenAI and Google are currently advancing. They also foresee discussions regarding next-generation networking technology and long-term opportunities in autonomous vehicles, physical AI such as robotics, and quantum computing. Nvidia will also host its inaugural Quantum Day at GTC, featuring executives from D-Wave and Rigetti to discuss the future of quantum computing. Despite earlier uncertainty expressed by Huang regarding the near-term potential of quantum technology, which he stated may not yield useful applications for decades, the company is expected to introduce advances that shorten this timeline. Nvidia is set to showcase the Blackwell Ultra chip, an enhancement over the Hopper (H100), which promises higher efficiency, increased memory bandwidth, and improved scalability for AI workloads. The Blackwell Ultra (B300 series) is projected to launch in the latter half of 2025, with significant performance leaps expected compared to its predecessor. Additionally, the Rubin platform, Nvidia's next GPU architecture set for 2026, aims for major efficiency improvements in AI inferencing, bolstering its standing as a substantial upgrade over the existing Grace-Blackwell lineup. Analysts anticipate Nvidia may provide insights into the roadmap for Rubin Ultra, potentially featuring a 12-layer HBM architecture to enhance performance further. There is a notable expectation that Nvidia will announce more cloud partnerships and software tools, reinforcing its repositioning as an AI platform leader. Advancements in autonomous driving and robotics are also on the radar. Nvidia is expected to provide updates on self-driving technologies, robotics, and edge AI solutions. The outcomes of the announcements at GTC could significantly impact Nvidia's stock performance. Strong performance from Blackwell could reaffirm the company's status as a market leader, particularly with past iterations showing up to 30 times faster performance enhancements in AI inferencing. Conversely, any unexpected costs associated with Blackwell and Rubin may raise concerns against the backdrop of competitive pressures from AMD, Intel, and rising Chinese AI advancements. Investors are particularly interested in chip availability timelines, as early delivery can alleviate supply uncertainties. The expansion of enterprise AI and alliances with major cloud providers like AWS, Google, and Microsoft could enhance Nvidia's long-term profit margins, with prospects of revenue growth from software and service integrations. Additionally, any breakthroughs in quantum computing at the event could unveil a high-growth market for Nvidia. Nvidia's developments will also have implications for several relevant players. Semiconductor firms such as Broadcom and Taiwan Semiconductor may react to demand shifts influenced by GTC announcements. Competitors like AMD and Intel might adjust market expectations based on Nvidia's breakthroughs, while cloud services partnerships with major firms like Amazon, Microsoft, and Google are being closely monitored for potential new collaborations. Chinese tech companies are also in focus, with concerns over high costs potentially accelerating the shift toward Chinese AI advancements this year, boosted by recent government support for private innovation. Earnings reports from Tencent, PDD Holdings, XPeng, and Xiaomi are also expected in the coming days, with market reactions likely influenced by AI developments and geopolitical dynamics.

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Dataconomy

GTC 2025 hype lifts NVDA 5.2%, QBTS 46%, RGTI 28%: What's the upper limit?

NVIDIA (NVDA) shares closed up 5.27% to $121.67, marking a $6.09 increase. D-Wave Quantum (QBTS) skyrocketed 46.89% to $10.15, gaining $3.24. Rigetti Computing (RGTI) climbed 28.23% to $11.22, rising by $2.47. NVIDIA's pre-market price rose to $123.13, a gain of $1.46 or 1.20%. Despite recent declines, NVDA is currently trading in the middle of its 52-week range yet remains below its 200-day simple moving average. D-Wave Quantum experienced a remarkable pre-market surge to $11.82, up $1.67 or 16.45%. This momentum comes as the stock is nearing the top of its 52-week range and trading significantly above its 200-day simple moving average. Rigetti's pre-market price is slightly up at $11.49, an increase of $0.27 or 2.41%. The stock is also positioned in the middle of its 52-week range and trading above its 200-day simple moving average, signaling strong market interest. NVIDIA, leading the AI and quantum computing conversation, is experiencing a rebound, with shares increasing by 5% on March 14, following a 20% decline earlier in 2025. As GTC begins, CEO Jensen Huang's keynote is expected to reveal groundbreaking developments in AI chips like Blackwell Ultra (B300) and Vera Rubin, adding to NVIDIA's AI-quantum ecosystem. Bank of America maintains a "buy" rating with a target of $200 per share, viewing the stock as undervalued. The company's Quantum Day on March 20, featuring D-Wave and Rigetti executives, reinforces its commitment to quantum computing, boosting investor sentiment. D-Wave's stock has surged, reflecting optimism around GTC, with a 46.89% increase in its stock price. The company's visibility at the conference, particularly during Quantum Day, where CEO Alan Baratz will join NVIDIA's panel, could shift the narrative for quantum computing. Despite skepticism following Huang's remarks about quantum computing being decades away, D-Wave's focus on near-term applications could help counter this narrative. Analysts are watching the stock closely for any announcements or updates that could validate its potential. Rigetti, up 28.23% as of March 14, is riding the quantum wave ahead of GTC. The company's full-stack quantum computing approach and advancements in the Ankaa-3 quantum computer are seen as key drivers for growth. Rigetti's leadership is also slated to participate in Quantum Day, which could further fuel its rise. However, with limited revenue and a high sales multiple, the stock's valuation could be at risk if GTC fails to deliver substantial news. Disclaimer: The content of this article is for informational purposes only and should not be construed as investment advice. We do not endorse any specific investment strategies or make recommendations regarding the purchase or sale of any securities.

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U.S. News & World Report

Nvidia CEO to Defend AI Dominance as Competition Intensifies

(Reuters) - When Nvidia CEO Jensen Huang takes the stage this week for the company's annual software developer conference, he will defend his nearly $3 trillion chip company's dominance as pressure mounts on its biggest customers to rein in the costs of artificial intelligence. Nvidia's conference comes after China's DeepSeek spooked U.S. markets with a competitive chatbot it alleged took less computing power than rivals to create. Nvidia's stock dropped because selling computing power in the form of chips that cost tens of thousands of dollars apiece is what helped Nvidia's revenue more than quadruple over the past three years to $130.5 billion. At the conference, Nvidia is expected to reveal details of a chip system called Vera Rubin, named for the American astronomer who pioneered the concept of dark matter, with the system expected to go into mass production later this year. Those details will come even as Rubin's predecessor, a chip named after mathematician David Blackwell announced this time last year, is trickling onto the market after production delays that have eaten into Nvidia's margins. Nvidia's big moneymakers face pressure from technological change as AI markets shift from "training," which is the process of feeding AI models such as chatbots huge troves of data to make them smart, to "inference," which is when the model uses those smarts to produce answers for users. Nvidia, with a market share exceeding 90%, owns the training market but faces competition in inference - and how much market share those competitors take will depend on how inference computing is carried out. 'BIGGER HAMMERS' Inference computing comes in many forms, from a smartphone that rewords emails to a data center churning out complex analysis of financial documents. Scores of startup companies in Silicon Valley and beyond, as well as Nvidia's traditional rivals such as Advanced Micro Devices , are betting that they can sell chips that will get the job done at lower overall cost - especially electricity costs, where Nvidia's chips consume so much power that AI companies are investigating nuclear reactors to power them. "They have a hammer, and they're just making bigger hammers," said Bob Beachler, vice president at Untether AI, one of the at least 60 startups trying to unseat Nvidia in inference markets. "They own the (training) market. And so every new chip they come out with has a lot of training baggage." But Nvidia has argued that a new kind of AI called "reasoning" plays in its favor. Reasoning chatbots think aloud, generating a few lines of text and then reading that text back to themselves to think on the problem more - all of which uses more of the computing power that Nvidia's chips excel at. "The market for inference is going to be many times bigger than the training market," said Jay Goldberg, chief executive of D2D Advisory, a finance and strategy consulting firm. "As inference becomes more important, their percentage share will be lower, but the total market size and the pool of revenues could be much, much larger." BEYOND CHATBOTS Nvidia is also expected to hint at its plans in other computing markets, such as using new AI techniques that improve chatbots to make robots more useful. One big area of focus will be quantum computing. In January, comments by Huang that the technology was decades away helped crash shares of companies betting on it and spurred Microsoft and Alphabet's Google to come out with claims that the technology is much closer to usefulness. That in turn prompted Nvidia to announce it would devote a full day of its conference to the state of the quantum industry and its own plans. Huang will deliver the keynote address on Tuesday. Also on deck is Nvidia's efforts to build a personal computer central processor chip, an endeavor first reported by Reuters and revealed by Nvidia in January. "It could eat into what's left of the Intel market," said Maribel Lopez, an independent technology industry analyst. (Reporting by Stephen Nellis and Max Cherney in San Francisco; Editing by Andrea Ricci)

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Nvidia GTC 2025 Live: CEO Jensen Huang Takes the Stage for Keynote Speech

Welcome to Investopedia's live coverage of Nvidia (NVDA) CEO Jensen Huang's keynote speech at GTC 2025. Huang took to the stage in San Jose, California to kick off the conference on Tuesday afternoon. Readers can watch a livestream of the event below. GTC 2025, heralded as "AI Woodstock," is expected to bring investors updates on Nvidia's latest artificial intelligence products, upcoming releases, and the latest developments in agentic AI, gaming, and robotics. The event comes with Nvidia shares down more than 10% so far this year. The stock has come under pressure from concerns about overspending on AI infrastructure, economic uncertainty related to President Trump's unpredictable tariff policies, and worries that restrictions on chip exports could be tightened to hamstring AI's development in China. Nvidia shares were down more than 1% in intraday trading on Tuesday.

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What To Expect From Nvidia's GPU Technology Conference

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 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 surveyed by Visible Alpha. The consensus target at $177 would suggest over 45% upside from Nvidia's intraday price of $120.87 Friday.

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Nvidia CEO Jensen Huang to Give Keynote Address at GPU Technology Conference

Nvidia shares have gained more than 36% in the past 12 months but have lost over 10% of their value in 2025 through Monday. Nvidia (NVDA) CEO Jensen Huang is set to give a keynote address at the artificial intelligence chipmaker's GPU Technology Conference today, with investors keeping an eye out for updates on the company's latest chips and developments in gaming and robotics. Nvidia shares are little changed in premarket trading Tuesday. Huang is scheduled to give Tuesday's keynote address at 1 p.m. ET. at the AI chipmaker's weeklong conference -- which kicked off Monday in San Jose, California. Nvidia is, according to Deutsche Bank analysts, also expected to showcase its Blackwell Ultra GB300 family of chips, which could deliver over 50% more memory capacity and significantly higher performance than the earlier chips. Nvidia could also provide more details on its next generation of chips called Rubin, which is expected to succeed Blackwell semiconductors in 2026, along with its associated Vera CPU, and the Rubin Vera platform. Nvidia shares have gained more than 36% in the past 12 months but have lost over 10% of their value in 2025 through Monday.

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Nvidia Stock Dropped After CEO Delivered GTC Keynote -- Watch These Key Levels

Nvidia (NVDA) shares fell Tuesday as CEO Jensen Huang gave a highly anticipated keynote address at the AI chipmaker's GTC conference. During his two-hour presentation, Huang unveiled the company's roadmap for the next two years, providing updates about its Blackwell and next generation Rubin chips, while also showcasing cutting edge AI tech for robotics and telecommunications. Huang also announced a new partnership with General Motors (GM) to train AI manufacturing models. The flurry of announcements wasn't enough to lift investor spirits. Nvidia shares, which were down about 1% before the CEO started speaking, closed the day 3.4% lower at $115.43. Investors will be on the lookout for further updates from Nvidia as the conference continues in the next few days. After several years of explosive gains driven by insatiable demand for the company's AI offerings, Nvidia shares have come under pressure in early 2025 The stock is trading down 14% since the start of the year amid concerns about overspending on AI infrastructure and uncertainty surrounding the Trump administration's trade policies relating to tariffs and chip exports. Since setting a record high in January, Nvidia shares have traded within a descending channel, potentially undergoing a consolidation phase before resuming their longer-term uptrend. More recently, the stock found buyers near the descending channel's lower trendline, though price action has remained lackluster since. Meanwhile, the relative strength index (RSI) remains below the 50 threshold, pointing to weak momentum. Let's identify key support and resistance levels on Nvidia's chart that investors may be monitoring and also project an upside price target to track if the stock resumes its longer-term move higher. Key Support Levels to Monitor A breakdown below the descending channel's lower trendline could see the shares decline to around $96. This area on the chart would likely provide support near the last year's March peak and August trough. A more significant drop could see the stock's price revisit lower support at the $76 level. Investors may seek entry points in this region near the low of a four-week pullback in the stock last April. Important Resistance Levels to Watch Buying from current levels could propel a move up to around $132, a location that may provide overhead resistance near a horizontal line that links a range of comparable price points on the chart between last June and February this year. The next higher resistance level to watch sits at the key $150 level. Investors who have come into the stock at lower prices may look to lock in profits in this area near a series of peaks positioned just below the stock's record high. Upside Price Target to Track To project a potential longer-term upside target to track if the stock resumes its uptrend, investors can apply bars pattern analysis, which analyzes prior trends to make future price predictions. When applying this technique to Nvidia's chart, we take the bars that comprise the trending move from October 2023 to March last year and overlay them from this month's low. The analysis speculates a potential upside price target of around $325 if a comparable move played out. We selected this prior trend as it followed a similar consolidation pattern on the chart. The comments, opinions, and analyses expressed on Investopedia are for informational purposes only. Read our warranty and liability disclaimer for more info.

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What Wall Street Analysts Are Saying About Nvidia's GTC

Nvidia shares made modest gains Wednesday, but are down about 12% so far in 2025. Nvidia (NVDA) CEO Jensen Huang's highly anticipated GTC keynote failed to deliver a big boost to the company's stock, though analysts remain bullish on its potential for AI-driven growth. Shares were up 2% at $118.06 in intraday trading Wednesday, leaving the stock down about 12% for the year so far. Analysts had suggested the event could be a strong catalyst for growth. Benchmark analysts pinned the muted market reaction on "the company's reiteration of its previously well-discussed roadmap," while reiterating a price target of $190. "Although Jensen's keynote may not have been the savior of the company's declining stock price that many had hoped for, we question what more the company could have said," the analysts added. At the event, Nvidia said its Blackwell Ultra chips will launch later this year, followed by its next-generation Vera Rubin platform in 2026, and Rubin Ultra in 2027. Those announcements were largely consistent with analysts' expectations, though Morgan Stanley said Nvidia "made a strong case" for its ability to deliver product leadership in AI through at least 2027. The chipmaker also highlighted strong commitment from its major cloud customers as AI technology scales, Morgan Stanley said, maintaining an "overweight" rating and $162 price target. Jefferies and Citi analysts echoed those comments, reiterating targets of $185 and $163, respectively, pointing to Nvidia's rapid pace of AI innovation relative to its peers.

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Observer

Jensen Huang Unveils Nvidia's Upcoming A.I. Chips at GTC: What to Know

Huang called Nvidia's annual developer conference the "Super Bowl of A.I." At its annual developer conference GTC in San Jose, Calif. today (Mar. 18), Nvidia (NVDA) unveiled two upcoming GPU architectures: Blackwell Ultra and Rubin. During his opening keynote, CEO Jensen Huang laid out the chipmaker's ambitious vision to propel A.I. into an era of industrial-scale computing. Huang called GTC the "Super Bowl of A.I." -- with one key distinction: "At this Super Bowl, everyone wins," he said. Sign Up For Our Daily Newsletter Sign Up Thank you for signing up! By clicking submit, you agree to our <a href="http://observermedia.com/terms">terms of service</a> and acknowledge we may use your information to send you emails, product samples, and promotions on this website and other properties. You can opt out anytime. See all of our newsletters Blackwell Ultra is expected to launch in the second half of 2025. Its successor, Rubin, is slated for late 2026, followed by the more advanced Rubin Ultra in 2027. What to know about Blackwell Ultra and Rubin Currently in production, Nvidia's Blackwell Ultra series is an advanced iteration of the Blackwell chips unveiled at last year's GTC, which are 40 times more powerful than the previous-generation Hopper chips, Huang said. Blackwell Ultra will incorporate eight stacks of 12-Hi HBM4E memory, providing 288GB of onboard memory. The architecture will feature NVLink 72, an upgraded high-speed interconnect technology designed to facilitate communication between GPUs and CPUs -- crucial for processing the massive datasets required for A.I. training and inference. "NVLink connects multiple GPUs, turning them into a single GPU," Huang explained. "It addresses the scale-up problem by enabling massive parallel computing." In addition, the company unveiled the Nvidia RTX PRO 6000 Blackwell Server Edition, engineered for enterprise workloads such as multimodal A.I. inference, immersive content creation and scientific computing. With 96GB of GDDR7 memory and support for multi-instance GPU technology, the RTX PRO 6000 is designed to power advanced A.I. development. Blackwell's successor, Rubin, is named after astronomer Vera Rubin, who discovered the existence of dark matter in space. The initial version of the Rubin chip is expected to achieve 50 petaflops of speed during A.I. model execution. The more powerful Rubin Ultra can deliver up to 100 petaflops of performance, which Huang called a "major step forward" in A.I. processing and performance power. Early iterations of the Blackwell chips and racks reportedly faced overheating issues, leading some customers to reduce their orders. The newly introduced liquid-cooled Grace Blackwell 200 NVL72 system addresses these concerns, offering up to 30 times faster real-time inference for trillion-parameter large language models and up to four times faster training compared to Nvidia's previous-generation H100 GPU. It can generate up to 12,000 tokens per second -- the basic units processed by A.I. models -- dramatically accelerating both training and inference. "If you want your A.I. to be smarter, it must generate more tokens. That requires massive bandwidth, floating-point operations and memory," said Huang. He also explained that reasoning A.I. models such as DeepSeek's R1 model require 20 times more tokens and 105 times more computing power. Nvidia is also collaborating closely with Taiwan's TSMC to develop data packaging technologies for data centers, a move that could substantially enhance computational efficiency and thermal demands in future GPU generations. Nvidia's roadmap beyond Rubin Huang also outlined Nvidia's roadmap beyond Rubin. "The next generation of architectures after Rubin will be named Feynman," he said, confirming that Feynman HBM is already in development and slated for release in 2028. Named after Richard Feynman, a theoretical physicist known for his contributions to quantum mechanics, this upcoming architecture is expected to push A.I. performance to unprecedented levels. The announcements came on the heels of Nvidia's better-than-expected first-quarter earnings results, driven by a surging demand for its GPUs. Despite increasing competition from rivals like AMD and geopolitical uncertainties including export restrictions on semiconductors, Nvidia currently dominates the global GPU market with an estimated 80 percent market share, according to a report by Nasdaq.

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Quantum computing, AI stocks rise as Nvidia kicks off annual conference

The five-day GTC AI conference, which was already underway, will devote an entire day to quantum computing and feature executives from notable firms including D-Wave Quantum and Rigetti Computing. Several quantum computing stocks jumped, with D-Wave Quantum up 9.4%, while Quantum Corp and Quantum Computing gained 23.1%, and 15.5%, respectively.Shares of quantum computing and artificial intelligence companies rose on Monday, as investors hoped that Nvidia would blow some life back into the beaten-down sectors with new announcements at its annual conference. The five-day GTC AI conference, which was already underway, will devote an entire day to quantum computing and feature executives from notable firms including D-Wave Quantum and Rigetti Computing. Several quantum computing stocks jumped, with D-Wave Quantum up 9.4%, while Quantum Corp and Quantum Computing gained 23.1%, and 15.5%, respectively. Other AI-linked stocks gained in choppy trading, with SES AI soaring 30% and Dell Technologies up 3%. Investors will focus on CEO Jensen Huang's keynote on Tuesday to assess the latest developments in the AI and chip sectors, which have lost some luster on concerns over competing AI products in China and worries over the impact of U.S. tariffs. "If tomorrow's presentation is broadly positive, I don't think it would take an awful lot to see some big upward moves in anything related to AI (or) quantum (computing) from current levels," said David Morrison, senior analyst at Trade Nation. "Looking at how oversold so many of these stocks are, it's just a question of getting a catalyst for people to come back in and redeploy funds." The fresh focus on quantum computing is a change of pace for Huang, after his comments in January that the technology was decades away from practical use sparked a steep selloff in related stocks. "They call this the 'Woodstock' of AI," said Ken Mahoney, CEO of Mahoney Asset Management. "If (Huang) says something a little more encouraging, that could add some boost for these stocks." Nvidia is expected to reveal details of a new chip system, hint at plans in other computing markets including robotics and provide updates on its Blackwell Ultra chip. Trading was volatile, however, with Rigetti Computing reversing premarket gains. Nvidia also reversed early gains and was last down 1.8%. The stock has slumped 11% this year after a blistering 171% rally in 2024. "To get the AI space excited again, they have to go a little off script from what we're expecting," Mahoney said.

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Nvidia showcases AI chips as it shrugs off DeepSeek

The AI boom propelled Nvidia stock prices to stratospheric levels until a steep sell-off early this year triggered by the sudden success of DeepSeek.The stock, one of the most traded on Wall Street, is down more than nine percent this year despite a recent rebound from a March low.Nvidia chief Jensen Huang is expected to showcase cutting-edge chips for artificial intelligence (AI) and quantum computing on Tuesday, shrugging off talk of China's DeepSeek disrupting the market. Huang's keynote presentation at Nvidia's annual developers conference should pack the SAP Center in the Silicon Valley city of San Jose, where the Sharks NHL hockey team plays. Industry watchers expect Huang to spotlight Nvidia's latest Blackwell line of graphics processing units (GPUs), including new updates in the works. The AI boom propelled Nvidia stock prices to stratospheric levels until a steep sell-off early this year triggered by the sudden success of DeepSeek. The stock, one of the most traded on Wall Street, is down more than nine percent this year despite a recent rebound from a March low. China-based DeepSeek shook up the world of generative artificial intelligence (GenAI) with the debut of a low-cost but high-performance model that challenges the hegemony of OpenAI and other big-spending behemoths. But several countries have questioned DeepSeek's handling of data, which the firm says is collected in "secure servers located in the People's Republic of China." Nvidia high-end GPUs are in hot demand by tech giants building data centers to power artificial intelligence, and some say a low-cost option could weaken the Silicon Valley chip star's business. Yurts co-founder and CEO Ben Van Roo, whose company specializes in keeping sensitive data protected while allowing access by AI models, believes DeepSeek's popularity bodes well for Nvidia. "DeepSeek drastically accelerated the desire to consume these models," Van Roo told AFP. "You've opened the world's appetite even more (to generative AI) and independent of the fact that it's Chinese, I think it was a good day for Nvidia." Blackwell booming Nvidia has ramped up production of its top-of-the-line Blackwell processors for powering AI, logging billions in sales in its first quarter on the market. "AI is advancing at light speed" and is setting the stage "for the next wave of AI to revolutionize the largest industries," Huang told financial analysts recently. Huang believes Nvidia chips and software platforms will continue to power or train AI for robots, cars, and digital "agents," the term used for AI that can execute decisions instead of humans. The CEO is also likely to talk up a leap to quantum computing. After several dashed predictions, quantum computing is accelerating rapidly with actual use cases and scientific breakthroughs expected within years, not decades. US tech giants, startups, banks, and pharmaceutical companies are pouring investments into this revolutionary technology. GPUs like those made by Nvidia are ideal for handling multiple computing tasks simultaneously, making them well suited for quantum computing. The US and China are racing ahead in quantum development, with Washington imposing export restrictions on the technology. Nvidia reported that it finished last year with record high revenue of $130.5 billion, driven by demand for its chips to power artificial intelligence in data centers. Nvidia projected revenue of $43 billion in the current fiscal quarter, topping analyst expectations.

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Nvidia poised to shake up AI again with new chip unveiling at GTC by Jensen Huang; here's what to expect from the tech giant's game-changing innovations

Nvidia GTC 2025 is set to unveil game-changing innovations in AI, quantum computing, and robotics. The highlight of the event is the Blackwell Ultra GB300 AI chip, designed to revolutionize AI reasoning models. Nvidia is also hosting its first Quantum Day, featuring discussions from D-Wave and Rigetti. The company's advancements in autonomous AI and robotics are expected to reshape industries. With over 80 AI training sessions and free certifications, the conference is a must-attend for tech professionals. Analysts predict Nvidia's announcements could drive long-term stock growth, making GTC 2025 a pivotal moment for the AI industry.Nvidia's GPU Technology Conference (GTC) 2025, running from March 17 to 21 in San Jose, California, is the most anticipated event in AI and computing. The company has revealed groundbreaking advancements, including the Blackwell Ultra GB300 AI chip, developments in quantum computing, and new AI-driven innovations in robotics, autonomous systems, and data centers. One of the biggest highlights of GTC 2025 is the unveiling of the Blackwell Ultra GB300 AI chip. This next-generation processor brings 50% more memory capacity and enhanced processing power, making it one of the most advanced AI chips to date. Nvidia CEO Jensen Huang emphasized its capability to handle complex AI workloads efficiently. The chip is expected to power the next wave of AI models from companies like OpenAI and Google. For the first time, Nvidia is hosting a dedicated Quantum Day on March 20 at GTC 2025. Executives from leading quantum computing firms such as D-Wave and Rigetti will discuss the future of quantum technology. While Huang recently stated that useful quantum computers are still decades away, Nvidia is actively working on solutions to shorten the timeline for practical quantum applications. The Blackwell Ultra AI chip is set to transform various industries, from cloud computing to autonomous vehicles. Analysts predict that this chip will further strengthen Nvidia's dominance in the AI hardware sector. Bank of America analysts have noted that this upgrade is crucial for inferencing in reasoning models, which major firms are competing to develop. Beyond AI chips, Nvidia is focusing on robotics and edge AI solutions. The company is unveiling updates on autonomous vehicle technology and industrial automation. With AI-driven robots playing an increasing role in industries, Nvidia's new hardware is expected to push the boundaries of intelligent automation. GTC 2025 also emphasizes AI education and skill-building. Nvidia is offering 80+ hands-on training sessions and certification exams. For the first time, attendees can take certification exams on-site for free, making it a major opportunity for professionals looking to advance their AI expertise. Despite the excitement, Nvidia's stock has seen some fluctuations in the lead-up to the event. Economic factors, supply chain concerns, and tariff uncertainties have impacted its stock price. However, analysts from Jefferies and Bank of America believe that Nvidia's GTC announcements could serve as a positive catalyst for future stock growth, particularly as investors focus on its technology roadmap rather than short-term supply chain issues. What is Nvidia Blackwell Ultra GB300 AI chip? It's Nvidia's next-gen AI chip designed to enhance AI reasoning and inferencing capabilities. Why is Nvidia hosting Quantum Day at GTC 2025? To discuss quantum computing advancements and accelerate its real-world applications.

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Nvidia coming up with latest AI chip? Here's what to expect from CEO Jensen Huang

Nvidia's data center chips, which sell for tens of thousands of dollars each, that accounted for the bulk of its $130.5 billion in sales last year. Nvidia CEO Jensen Huang is expected on Tuesday to reveal fresh details about the company's newest artificial intelligence chip at its annual software developer conference. Nvidia stock has more than quadrupled in value over the past three years as the company powered the rise of advanced AI systems such as ChatGPT, Claude and many others. Much of that success stemmed from the decade that the Santa Clara, California-based company spent building software tools to woo AI researchers and developers - but it was Nvidia's data center chips, which sell for tens of thousands of dollars each, that accounted for the bulk of its $130.5 billion in sales last year. Huang hinted last year the new flagship offering will be named Rubin and consist of a family of chips - including a graphics processing unit, a central processing unit and networking chips - all designed to work in huge data centers that train AI systems. Analysts expect the chips to go into production this year and roll out in high volumes starting next year. Nvidia is trying to establish a new pattern of introducing a flagship chip every year, but has so far hit both internal and external obstacles. The company's current flagship chip, called Blackwell, is coming to market slower than expected after a design flaw caused manufacturing problems. The broader AI industry last year grappled with delays in which the prior methods of feeding expanding troves of data into ever-larger data centers full of Nvidia chips had started to show diminishing returns. Nvidia shares tumbled this year when Chinese startup DeepSeek alleged it could produce a competitive AI chatbot with far less computing power - and thus fewer Nvidia chips - than earlier generations of the model. Huang has fired back that newer AI models that spend more time thinking through their answers will make Nvidia's chips even more important, because they are the fastest at generating "tokens," the fundamental unit of AI programs. Q1. How much have Nvidia stock prices increased? A1. Nvidia stock has more than quadrupled in value over the past three years as the company powered the rise of advanced AI systems such as ChatGPT, Claude and many others. Q2. What is Nvidia's flagship chip called? A2. Nvidia's current flagship chip is called Blackwell.

[47]

Nvidia showcases new tech at AI 'Super Bowl'

Jensen Huang used the annual speech to unveil developments and tie-ups at the company he co-founded more than three decades ago. Nvidia has seen stratospheric growth, with the AI frenzy stemming largely from the company's core product: graphics processing units (GPUs). Nvidia chief Jensen Huang on Tuesday showcased cutting-edge chips for artificial intelligence and new applications for the technology, shrugging off talk of China's DeepSeek disrupting the market and dangers from US President Donald Trump's trade wars. Huang gave a hotly anticipated keynote presentation at Nvidia's annual developers conference that packed the SAP Center in the Silicon Valley city of San Jose, home of the Sharks NHL hockey team. Billing the event as an AI "Super Bowl," the Taiwan-born tech titan was greeted by an audience of more than 20,000 who sat through his two-hour-plus address announcing the company's latest updates. "The difference is that everyone is a winner at this Super Bowl," he said, promoting the universal benefits of AI technology. Huang used the annual speech to unveil developments and tie-ups at the company he co-founded more than three decades ago. Nvidia has seen stratospheric growth, with the AI frenzy stemming largely from the company's core product: graphics processing units (GPUs). Huang spotlighted the updates to Nvidia's latest Blackwell line of GPUs, as well as new hardware and software for robotics and telecommunications. The announcements included a partnership with General Motors focused on developing driverless vehicles that would feature an Nvidia-made, in-vehicle computing system that can deliver up to 1,000 trillion operations per second. He also unveiled a telecoms project, involving T-Mobile and Cisco Systems, where Nvidia will help create AI-ready hardware for wireless 6G networks, the successor to today's 5G. - Stock pressure - The AI boom has propelled Nvidia stock prices to historic levels, though it saw a steep sell-off earlier this year triggered by the sudden success of DeepSeek and the instability of Trump's tariff battles with key trading partners. Trump has threatened to slap extra tariffs on imports of computer chips to the United States, which will heap pressure on Nvidia's business, which depends on imported components mainly from Taiwan. High-end versions of Nvidia's chips face US export restrictions to the major market of China, part of Washington's efforts to slow its Asian adversary's advancement in the strategic technology. Against those headwinds, Nvidia stock, one of the most traded on Wall Street, is down more than 17 percent since Trump took office and the release of DeepSeek, an AI model, in January. China-based DeepSeek shook up the world of generative artificial intelligence with the debut of a low-cost, high-performance model that challenges the hegemony of OpenAI and other big-spending behemoths. Several countries have questioned DeepSeek's handling of data and believe that the secretive company may be subject to the control of the Chinese government. Nvidia high-end GPUs are in hot demand by tech giants building data centers to power artificial intelligence, and some say a low-cost option could weaken the Silicon Valley chip star's business. But Nvidia and others argue that cheaper AI models will spur their wider expansion, increasing the needs for computing and Nvidia's technology. "In essence, Nvidia's chips remain the new oil or gold in this world for the tech ecosystem as there is only one chip in the world fueling this AI foundation... and it's Nvidia," said Dan Ives of Wedbush Securities. Riding the AI wave, Nvidia has ramped up production of its top-of-the-line Blackwell processors for powering AI, logging billions in sales in just months. Huang on Tuesday presented the Blackwell Ultra, an upgraded version, which will be supplanted by yet another line in 2026, the Vera Rubin, a new GPU named after the US astronomer who discovered dark matter. Nvidia reported it finished last year with record high revenue of $130.5 billion, driven by demand from cloud computing giants including AWS and Microsoft.

[48]

GTC 2025 Could Reignite Nvidia's Stock Rally, But Only If B300, AI Server Roadmap, And Scaling Concerns Are Addressed, Says Top Analyst - NVIDIA (NASDAQ:NVDA)

A renowned industry analyst has said that Nvidia Corp.'s NVDA GTC 2025 conference could serve as a key turning point for its stock -- but only if the company tackles investor concerns around its next-gen AI chips, server production, and the future of scaling laws. What Happened: In a detailed research note released Sunday, noted analyst Ming-Chi Kuo outlined what investors should watch for at Nvidia's GTC 2025, calling it a potential "short-term catalyst" for the chipmaker's share price rebound -- if expectations are met. "Nvidia's AI server investment trends hinge on three critical issues: the continuing effectiveness of scaling laws, the production ramp-up of new AI servers, and geopolitical uncertainties," Kuo wrote. The centerpiece of Nvidia's hardware announcements will likely be the B300 AI chip, expected to deliver a 50% performance boost over its predecessor, the B200. See Also: Jensen Huang Loses $20B In Wealth: How DeepSeek Hit Nvidia Stock And World's Richest People Kuo says the B300's expanded high-bandwidth memory -- from 192GB to 288GB -- will be a highlight. It will come in both dual-die (CoWoS-L) and single-die (CoWoS-S) variants, with trial production beginning in the second quarter of 2025 and mass production in the third quarter. The analyst also noted that the GB300 NVL72 server -- designed to replace the widely anticipated but delayed GB200 NVL72 -- will maintain the same rack dimensions and power needs, making it easier for data centers to upgrade without major overhauls. "The market widely recognizes the production hurdles of GB200 NVL72," Kuo said. "If Nvidia could highlight real-world data center deployments of GB200 NVL72, underscore the upgrade advantages from B200 to B300, and clarify the B300 production timeline, it could sharpen market expectations for the B300 investment thesis." He added that edge AI devices are another emerging growth vector, though they will likely take a backseat at GTC, with AI PC solutions such as N1X and N1 expected to debut later this year at Computex. Despite the conference's strong focus on server infrastructure, Kuo said geopolitical tensions are unlikely to be addressed in any meaningful way. Subscribe to the Benzinga Tech Trends newsletter to get all the latest tech developments delivered to your inbox.Play Why It's Important: The upcoming GTC 2025 conference is crucial for Nvidia as it follows a period of fluctuating stock performance. The company's stock reached all-time highs after CEO Jensen Huang's keynote at CES but has since seen a decline. The GTC conference, often dubbed the Global AI Conference, is anticipated to be a pivotal moment for Nvidia, potentially sparking another surge in stock value. In GTC 2024, Huang underscored the transformative impact of AI, marking the emergence of a new industry. Price Action: Nvidia's stock rose 0.73% in pre-market trading on Monday to $122.56, following a 5.27% surge earlier on Friday, closing at $121.67. Year-to-date, the stock is down 12.03%, according to Benzinga Pro. Check out more of Benzinga's Consumer Tech coverage by following this link. Read Next: How Nvidia CEO Jensen Huang's Clever Pick-Up Line Turned A Homework Proposal Into Marriage While Building $3.38 Trillion AI Chip Giant Along The Way Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Photo courtesy: Shutterstock NVDANVIDIA Corp$122.700.85%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum82.32Growth88.67Quality97.55Value7.07Price TrendShortMediumLongOverviewMarket News and Data brought to you by Benzinga APIs

[49]

Nvidia Loses $420 Billion In Market Capitalization Since DeepSeek Launch, Valuation Hits A 29-Month Low As GTC Fails To Ignite Stock - Apple (NASDAQ:AAPL), General Motors (NYSE:GM)

A slew of announcements at the GTC AI Conference in San Jose, California failed to ignite the shares of Nvidia Corp. NVDA on Tuesday as it slipped over 3% in trade. The chipmaker led by Jensen Huang has wiped $420 billion in investor wealth since DeepSeek was launched on Jan. 10, 2025 What Happened: In a two-hour address at GTC, Huang detailed Nvidia's upcoming two-year plans, including developments on their Blackwell and Rubin chips. Huang also highlighted advancements in AI for robotics and telecommunications and revealed a new collaboration with General Motors Co. GM for AI manufacturing training. However, these announcements did not help the stock as it fell by 3.43%, underperforming the Nasdaq 100 index which plunged 1.66%. The exchange-traded fund tracking the index, Invesco QQQ Trust, Series 1 QQQ also declined 1.70% on Tuesday. According to the data from Benzinga Pro, Nvidia has declined 14.04% on a year-to-date basis, reducing investor wealth by $380 billion since Dec. 31, 2024, when its market capitalization stood at $3,297 billion as compared to the current $2,917 billion. Similarly, when compared with the m-cap from the weekend when DeepSeek became the top application on Apple Inc.'s AAPL App Store, the metric has fallen $585 billion from Jan. 24. The trailing price-to-earnings ratio for the company stood at 40.66x, which was the lowest in over two years or 29 months since Oct. 20, 2022. See Also: Larry Summers Says Federal Reserve In Hard Position With 'Stagflationary Shock' Ahead Of FOMC Decision: 'This Is What Tariffs Do' Why It Matters: The Nasdaq has been trading in the correction zone since March 6 and the Magnificent 7 stocks have underperformed the market in 2025. According to John Murillo, the chief dealing officer at B2BROKER, the technology rout is fueled by multiple reasons including the "interest rate sensitivity," "unraveling trade tensions," and the high concentration of these stocks in the benchmark indices amid the correction. Meanwhile, China's low-cost AI chips and open-source LLMs could deflate the 'AI bubble,' said Edward Yardeni, which will lead to lower AI spending and profitability for Magnificent 7 stocks. Technical Analysis: Nvidia's technical analysis paints a grim picture for the stock. The stock price at $115.43 apiece was in a bullish downtrend as it was lower than short and long-term moving averages. While its, relative strength index was in the neutral zone at 44.03, the other momentum indicator, MACD was at -4.04 signaling a bearish trend with the potential of a weak downward momentum, given that the blue line was above the red line. See Also: Fed Put On Standby, While Trump Put May Be Kaput? Analysts Expect Jerome Powell To Pivot To A Measured Stance Amid Economic Uncertainty Price Action: Despite the recent fall Nvidia shares have risen 29.12% over a year. Benzinga's Edge Rankings show a poor price trend and value ranking for the stock. The stock's momentum, fundamental growth, and quality rankings continue to be strong amid other pressures. Its consensus price target was $175.95, with a 'buy' rating, based on the 41 analysts tracked by Benzinga. The price targets ranged from a low of $120 to a high of $220. The three latest ratings from Mizuho, DA Davidson, and Cantor Fitzgerald averaged $167.67, implying a 46.08% upside. Read Next: Tesla Investors Advised To Fasten Their Seatbelts As Analyst Expects March Deliveries To Take A Hit: It's Still 'Best-Positioned Company In Physical AI' Photo courtesy: Shutterstock AAPLApple Inc $213.040.16% Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full Score Edge Rankings Momentum75.56 Growth60.74 Quality82.62 Value8.00 Price Trend Short Medium Long Overview GMGeneral Motors Co $48.21-0.94% NVDANVIDIA Corp $115.570.12% QQQInvesco QQQ Trust, Series 1 $474.850.07% Market News and Data brought to you by Benzinga APIs

[50]

Nvidia Stock Nears A Death Cross - Can The GTC AI Hype Save It? - NVIDIA (NASDAQ:NVDA)

Our government trade tracker caught Pelosi's 169% AI winner. Discover how to track all 535 Congress member stock trades today. Nvidia Corp NVDA stock is on the verge of forming a Death Cross, which is a bearish technical signal that occurs when the 50-day simple moving average (SMA) falls below the 200-day SMA. While Nvidia stock has been riding high on AI-driven optimism, the charts suggest a different story - one that investors can't afford to ignore. Chart created using Benzinga Pro Nvidia Stock Chart Flashing Bearish Signals Nvidia stock is below its 20-day, 50-day and 200-day SMAs, indicating strong selling pressure. While the eight-day SMA lies below stock giving some support, the 20-day SMA at $119.96 and 50-day SMA at $128.00 are all trending above Nvidia stock at $117.19, reinforcing the bearish momentum. Additionally, the 200-day SMA at $127.70 suggests that Nvidia stock is struggling to hold long-term support levels. Momentum indicators also paint a concerning picture. The Moving Average Convergence Divergence (MACD) sits at a negative 3.76, a bearish signal, while the Relative Strength Index (RSI) of 45.84 shows weakening buying strength. Read Also: NVIDIA Introduces New AI And Robotics Tools At GTC, Powering The Future Of Technology Buy The Dip Or Brace For More Pain? While Nvidia's long-term AI narrative remains intact, bolstered by breakthroughs unveiled at GTC 2025, including the Blackwell Ultra GPU series and AI-powered robotics, the current technical setup suggests short-term downside risk. For short-term traders, a death cross typically signals continued weakness, meaning Nvidia could face further selling pressure before stabilizing. For long-term investors, this could present a buying opportunity if Nvidia finds support and rebounds. However, given that previous death crosses have sometimes preceded extended declines, caution is warranted. With Nvidia still commanding AI dominance but facing a battle between technical weakness and fundamental strength, investors must decide: Is this a dip worth buying or a warning sign to stay cautious? Read Next: Nvidia Extends AI Reign To 2028: JPMorgan Says It's Still '1-2 Steps Ahead' Photo: Shutterstock NVDANVIDIA Corp $117.631.91% Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full Score Edge Rankings Momentum80.87 Growth88.51 Quality97.18 Value7.32 Price Trend Short Medium Long Overview Market News and Data brought to you by Benzinga APIs

[51]

Nvidia's 'Very Strong Roadmap' Wins Praise From 7 Analysts On Blackwell, Robotics, AI Growth - NVIDIA (NASDAQ:NVDA)

Next: Get access to a new market-moving chart every day featuring a stock flashing clear technical signals. See today's pick now. NVIDIA Corp NVDA analysts highlight the positives from CEO Jensen Huang's Tuesday GTC keynote, including a focus on the company's roadmap and new products. The NVDA Analysts: Bank of America analyst maintained a Buy rating on Nvidia with a $200 price target. Stifel analyst Ruben Roy maintained a Buy rating with a $180 price target. Morgan Stanley analyst Joseph Moore maintained an Overweight rating with a $162 price target. KeyBanc analyst John Vinh maintained an Overweight rating with a $190 price target. Needham analyst Quinn Bolton maintained a Buy rating with a $160 price target. Benchmark analyst Cody Acree maintained a Buy rating with a $190 price target. Rosenblatt analyst Kevin Cassidy maintained a Buy rating with a $220 price target. Read Also: Nvidia Just Unveiled A Humanoid AI Brain Which Allows Robots To Think Slow -- Jensen Huang Says, 'This Could Very Well Likely Be The Largest Industry Of All' Bank of America on NVDA: Arya highlights Nvidia's "unmatched pipeline" and "unmatched roadmap" in a new investor note following Huang's GTC keynote. The analyst said Nvidia's roadmap across compute, networking and software shows the company's opportunities in future years. "Steady roadmap cadence in Blackwell Ultra, Rubin, Rubin Ultra advances platform-level AI performance," Arya said. The analyst also highlighted the company's partnerships with companies like Google DeepMind, Disney Research and General Motors. Stifel on NVDA: Updates on the next-gen Blackwell Ultra, Rubin and Rubin Ultra were key highlights for Roy in a new investor note. "We continue to view NVDA's innovation on AI infrastructure positively within the backdrop of a broader accelerated computing market which is forecast to drive data center capex to ~$1T annually by the end of the decade," Roy said. The analyst highlighted that Blackwell demand continues to be high with around 3.6 million GPUs sold to the top four CSPs in 2025, compared to 1.3 million Hopper GPUs in the peak year of 2024. "Driving this strong demand is an inflection point in AI compute." Roy sees Nvidia's opportunities coming from high-performance computing, hyperscale, cloud data center, enterprise and edge computing. "We believe that NVDA is well positioned in markets that combine to yield an overall TAM of more than $100 billion exiting 2025 and a longer-term opportunity funnel that could approach $1 trillion." Morgan Stanley on NVDA: Moore said Huang's GTC keynote highlighted a "very strong roadmap and strong growth potential." "While there were no big surprises in the keynote aimed at developers, the company made a strong case that there will continue to be multiple waves of AI scaling requirements, that they are delivering product leadership through 2027, and that near term cloud demand is strong," Moore said. The analyst said Nvidia's roadmap updates show the AI system scaling and opportunities for the company. "We believe that the data strongly points to NVIDIA gaining share vs. ASIC and merchant competitors in 2025 and the early view into Rubin suggests that competing with them will not get easier in the next two years." KeyBanc on NVDA: Huang's announcements were largely in line with expectations for GTC, Vinh said in a new investor note. "NVDA continues to push the envelope on performance with its annual cadence roadmap, such that it remains the clear leader in AI," Vinh said. The analyst highlights Blackwell Ultra being an incremental upgrade from Blackwell with key advancements. Vinh also highlighted Nvidia's commentary on robotics being one of the most exciting sectors going forward, with a potential $50 trillion addressable industrial market. Needham on NVDA: The updated data center roadmap was the key highlight for Bolton. The analyst said Huang confirmed Blackwell Ultra is on track for the second half of calendar year 2025 and confirmed Blackwell is in full production. "NVIDIA remains excited about the robotic industry as it expects this to eventually become a trillion dollar market," Bolton said. Benchmark on NVDA: Acree said Huang's keynote was a solid way to start GTC with several positive announcements made. "Jensen Huang's Keynote to kick off NVIDIA's annual GTC conference covered a lot of ground and seemed to check all the boxes," Acree said. The analyst said Huang's keynote wasn't the savior for Nvidia's declining stock price, but there was likely little more the CEO could have done. "We thought the Keynote was about as expected, with Jensen once again providing a masterclass overview of AI, with the sheer volume of announcements conveying the depth and breadth of industry engagement and enablement as NVIDIA continues to lay the foundation for the accelerating adoption of AI." Rosenblatt on NVDA: Annual GPU introductions by Nvidia could push AI acceleration to new levels, Cassidy said in a new investor note. "We see this annual cadence as a formidable moat to competition including ASICs and expanding NVIDIA's AI dominance," Cassidy said. The analyst highlighted the $1 trillion opportunity for AI data center spending. Partnerships with General Motors, Cisco and T-Mobile are also highlighted in Cassidy's investor note. NVDA Price Action: Nvidia stock is up 1.5% to $117.19 on Wednesday versus a 52-week trading range of $75.61 to $153.13. Nvidia stock is down 16% year-to-date in 2025 and up 31% over the last year. Read Next: Nvidia Extends AI Reign To 2028: JPMorgan Says It's Still '1-2 Steps Ahead' Photo: jamesonwu1972/Shutterstock.com NVDANVIDIA Corp $117.171.51% Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full Score Edge Rankings Momentum80.87 Growth88.51 Quality97.18 Value7.32 Price Trend Short Medium Long Overview Market News and Data brought to you by Benzinga APIs

[52]

Can GM's Nvidia-Powered AI Push Steer Stock Away From Looming Death Cross? - General Motors (NYSE:GM)

General Motors Co GM is nearing a critical technical level that could trouble investors. Despite a promising partnership with Nvidia Corp NVDA to integrate AI into vehicle development, GM stock is approaching a Death Cross -- a bearish signal that suggests potential downward momentum. Chart created using Benzinga Pro GM Stock Chart Flashes Caution GM stock is teetering on the edge. The stock was trading at $49.16 at the time of writing, slipping below key moving averages: GM stock's 50-day simple moving average sits at $49.16, signaling bearish pressure. The 200-day simple moving average at $49.07 is now dangerously close to crossing above the 50-day, forming a Death Cross -- a classic indicator of prolonged downside risk. The Moving Average Convergence Divergence (MACD) indicator is negative 0.05, reinforcing the bearish outlook. However, GM's Relative Strength Index (RSI), at 53.79, suggests the stock is neither overbought nor oversold, meaning traders could still swing either way. AI Optimism Vs. Technical Headwinds GM's latest moves in artificial intelligence should not be overlooked. The automaker is leaning into Nvidia's cutting-edge AI technology for both factory automation and self-driving development, leveraging Omniverse for digital assembly simulations. AI-powered automation is improving manufacturing efficiency, while Nvidia's DRIVE AGX chips will play a crucial role in GM's advanced driver-assistance systems like Super Cruise. Related: How The Nvidia-GM Partnership Could Challenge Tesla, Boost Uber Can AI breakthroughs outweigh technical warning signs? GM's expanding AI investments hint at long-term growth potential, but the looming Death Cross paints a different picture. With shares drifting below key moving averages and nearing this bearish signal, short-term traders may be eyeing the exits while long-term investors weigh whether GM's AI-driven innovations can outpace the technical downturn. Investor Implications For bullish investors, the approaching Death Cross may still signal an opportunity -- as a potential inflection point for GM's AI-driven ambitions. However, those mindful of technical signals may prefer to wait for a clearer trend to develop. While GM is betting big on AI, the charts suggest investors should brace for potential volatility ahead. Read Next: Nvidia CEO Jensen Huang Announces GM Partnership: 'The Time For Autonomous Vehicles Has Arrived' Photo: Shutterstock GMGeneral Motors Co$49.211.11%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum76.80Growth72.74Quality89.05Value91.46Price TrendShortMediumLongOverviewNVDANVIDIA Corp$117.671.94%Market News and Data brought to you by Benzinga APIs

[53]

Human-Like Reasoning AI Agents And Robots Are A Big Market For Nvidia, But Nvidia Stock Has A Problem - General Motors (NYSE:GM), SPDR Gold Trust (ARCA:GLD)

To gain an edge, this is what you need to know today. Dot Plot And Balance Sheet Please click here for an enlarged chart of NVIDIA Corp NVDA. Note the following: This article is about the big picture, not an individual stock. The chart of NVDA stock is being used to illustrate the point. The chart shows that after a much anticipated keynote speech by Nvidia's CEO Jensen Huang, NVDA stock pulled back to the top band of the mini support zone. The chart shows aggressive buying ahead of Huang's speech in anticipation of NVDA stock going higher. The chart shows the momo crowd's expectations were not met. Those in the momo crowd who primarily buy call options are now sitting on large losses. Huang's speech was excellent. Here are the key points from The Arora Report's analysis: Nvidia is doing excellent as a company. There is a disconnect between NVDA stock price and Nvidia as a company. The biggest market of all will be the market for robots. Nvidia is well positioned to provide AI intelligence and systems for robots. Human-like AI agents are at the cusp of widespread adoption. These agents are based on reasoning models. Reasoning models need significantly more compute than regular models. AI agents will drive demand for Nvidia's chips. Nvidia is moving into autonomous driving. Nvidia announced a deal with General Motors Co GM. Nvidia is widening its lead over competitors. Nvidia is strengthening its moat. Here is the question everyone is asking: In spite of so many positives, why did NVDA stock not rocket up? We have previously shared with readers that the problem NVDA stock has is over-ownership. Nvidia illustrates the beauty of the highly refined, multilayer methodology followed by members of The Arora Report. The original core position in NVDA stock is long from $12.55 and most of the position is still being held. This illustrates the power of the ZYX Change Method to buy a stock when it is in stage one. The fact that most of the position is still being held, resulting in major gains, shows the foresight that comes from decades of experience. Along the way, there have been successful, shorter term, trade around positions. The core position is appropriately hedged to preserve the gains. The Fed will announce its rate decision at 2pm ET, followed by Chair Powell's press conference at 2:30pm ET. The Fed is expected to leave rates unchanged. We will be carefully analyzing the following: The dot plot The Fed's balance sheet, especially regarding QT How Powell straddles the uncertainty caused by tariffs The Fed's take on rising consumer inflation expectations. Rising consumer inflation expectations are the last thing the Fed wants to see. The momo crowd's historical pattern is to buy ahead of the Fed meeting on hopium. This morning is no different. The momo crowd is buying stocks in the early trade hoping the Fed will help the market run up. Japan Prudent investors keep a close eye on the Bank of Japan (BOJ) due to the impact of the carry trade on stock markets across the globe including the U.S. stock market, particularly tech stocks. BOJ has been in the mode of raising interest rates. However, after its latest meeting, the BOJ left rates unchanged. This has stopped the rise of the yen. The primary reason BOJ did not raise interest rates appears to be the potential fallout from U.S. tariffs. Turkey Turkey has detained the mayor of Istanbul Ekrem Imamoglu. He is the main rival to Turkish President Erdogan. The opposition is calling this "a coup against our next president." Before this development, Turkey had a lot going for it. Turkey will benefit from increased spending in Europe. Turkey will benefit from thawing relations between the U.S. and Russia. Turkey has lately engaged in investor friendly policies. As a result, there is a lot of room for the Turkish market to run. The detention of Erdogan's main rival has raised concerns about political upheaval. The Turkish lira crashed as much as 12% on the news. A big dip in Turkey will likely be a buying opportunity. Turkey has been covered continuously in The Arora Reoprt's ZYX Emerging for 18 years. Magnificent Seven Money Flows In the early trade, money flows are positive in Apple Inc (AAPL), Amazon.com, Inc. (AMZN), Alphabet Inc Class C (GOOG), Meta Platforms Inc (META), Microsoft Corp (MSFT), and Tesla Inc (TSLA). In the early trade, money flows are positive in SPDR S&P 500 ETF Trust :SPY) and Invesco QQQ Trust Series 1 (QQQ). Momo Crowd And Smart Money In Stocks Investors can gain an edge by knowing money flows in SPY and QQQ. Investors can get a bigger edge by knowing when smart money is buying stocks, gold, and oil. The most popular ETF for gold is SPDR Gold Trust GLD. The most popular ETF for silver is iShares Silver Trust SLV. The most popular ETF for oil is United States Oil ETF USO. Bitcoin Bitcoin is range bound. Protection Band And What To Do Now It is important for investors to look ahead and not in the rearview mirror. The proprietary protection band from The Arora Report is very popular. The protection band puts all of the data, all of the indicators, all of the news, all of the crosscurrents, all of the models, and all of the analysis in an analytical framework that is easily actionable by investors. Consider continuing to hold good, very long term, existing positions. Based on individual risk preference, consider a protection band consisting of cash or Treasury bills or short-term tactical trades as well as short to medium term hedges and short term hedges. This is a good way to protect yourself and participate in the upside at the same time. You can determine your protection bands by adding cash to hedges. The high band of the protection is appropriate for those who are older or conservative. The low band of the protection is appropriate for those who are younger or aggressive. If you do not hedge, the total cash level should be more than stated above but significantly less than cash plus hedges. A protection band of 0% would be very bullish and would indicate full investment with 0% in cash. A protection band of 100% would be very bearish and would indicate a need for aggressive protection with cash and hedges or aggressive short selling. It is worth reminding that you cannot take advantage of new upcoming opportunities if you are not holding enough cash. When adjusting hedge levels, consider adjusting partial stop quantities for stock positions (non ETF); consider using wider stops on remaining quantities and also allowing more room for high beta stocks. High beta stocks are the ones that move more than the market. Traditional 60/40 Portfolio Probability based risk reward adjusted for inflation does not favor long duration strategic bond allocation at this time. Those who want to stick to traditional 60% allocation to stocks and 40% to bonds may consider focusing on only high quality bonds and bonds of five year duration or less. Those willing to bring sophistication to their investing may consider using bond ETFs as tactical positions and not strategic positions at this time. The Arora Report is known for its accurate calls. The Arora Report correctly called the big artificial intelligence rally before anyone else, the new bull market of 2023, the bear market of 2022, new stock market highs right after the virus low in 2020, the virus drop in 2020, the DJIA rally to 30,000 when it was trading at 16,000, the start of a mega bull market in 2009, and the financial crash of 2008. Please click here to sign up for a free forever Generate Wealth Newsletter. GLDSPDR Gold Trust $279.93-0.01% Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full Score Edge Rankings Momentum89.46 Growth- Quality- Value- Price Trend Short Medium Long Overview GMGeneral Motors Co $49.311.31% NVDANVIDIA Corp $117.862.11% SLViShares Silver Trust $30.55-0.99% Market News and Data brought to you by Benzinga APIs

[54]

Nvidia Stock Slide Signals Time to Reposition, Says Wealth Manager Michael Landsberg: 'I Wouldn't Buy Tech Here On The Dip' - NVIDIA (NASDAQ:NVDA)

Year-to-date, Nvidia Corporation NVDA shares have tumbled despite bullish analyst calls and a packed GTC keynote. On Wednesday, one wealth manager warned the AI trade is overcrowded and ripe for a pullback. What Happened: On the day when Nvidia and other chip stocks declined, Michael Landsberg, chief investment officer at Landsberg Bennett Private Wealth Management, offered a contrarian view on AI-driven tech stocks. "I wouldn't buy tech here on the dip," Landsberg told Reuters' Lisa Bernhard, following Nvidia's GTC 2025 keynote. "We're in a trend now where the economy is slowing a bit, there's concern about tariffs, and bluntly, everybody and their brother owns these names. So what's happened is there's an overexposure to them." While analysts remain bullish on Nvidia's long-term prospects -- citing a robust product roadmap, AI leadership, and strong demand -- Landsberg believes the short-term picture tells a different story. He added that Nvidia CEO Jensen Huang can't simply wave his hand and just kind of get the stock to move higher, noting that macroeconomic pressures and saturation in AI-related holdings are weighing on sentiment. See Also: Nvidia CEO Jensen Huang Shuts Down Rumors Of Intel Foundry Takeover: 'Nobody's Invited Us To A Consortium' Why It's Important: Landsberg's comments highlight growing caution around the AI trade, despite Nvidia's roadmap extending through 2028 and analysts projecting long-term growth in data center spending. "There's not really a real impetus to buy," Landsberg said, adding that when growth is slowing and tariffs are looming, there are better places to look -- like Europe. A series of announcements at the GTC AI Conference in San Jose, California did little to boost Nvidia Corp.'s stock on Tuesday, as shares fell by 3.43% during regular hours. Since the launch of DeepSeek on Jan. 10, the chipmaker has seen its market value shrink by $420 billion. However, JPMorgan analyst Harlan Sur believes Nvidia continues to lead in AI acceleration, staying one to two steps ahead of its competitors. Price Action: Despite the recent decline, Nvidia's shares have gained 30.04% over the past 12 months. On Wednesday, the stock rose 1.81%, closing at $117.52, and continued climbing 1.08% in after-hours trading to $118.79. Year-to-date, the company's shares are down 15.03%, according to Benzinga Pro data. Photo Courtesy: Shutterstock.com Read Next: How Nvidia CEO Jensen Huang's Clever Pick-Up Line Turned A Homework Proposal Into Marriage While Building $3.38 Trillion AI Chip Giant Along The Way Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. NVDANVIDIA Corp $118.792.91% Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full Score Edge Rankings Momentum80.87 Growth88.51 Quality97.18 Value7.32 Price Trend Short Medium Long Overview Market News and Data brought to you by Benzinga APIs

[55]

Nvidia Just Unveiled A Humanoid AI Brain Which Allows Robots To Think Slow -- Jensen Huang Says, 'This Could Very Well Likely Be The Largest Industry Of All' - NVIDIA (NASDAQ:NVDA)

Nvidia Corporation NVDA is betting big on embodied AI, with a generalist robot brain that mimics human cognition and could help fill a growing labor gap. What Happened: At GTC 2025 in San Jose, Nvidia announced Groot N1, a new foundation model for humanoid robots that CEO Jensen Huang called a major step forward in embodied AI. Groot N1 builds upon Nvidia's Project Groot, which debuted at the company's GTC conference last year. According to Nvidia, Groot N1 features a slow-thinking system that enables robots to understand their surroundings, interpret instructions, and develop action plans. Its fast-thinking system executes these plans, allowing robots to perform tasks, including multi-step object manipulation. See Also: Jensen Huang Loses $20B In Wealth: How DeepSeek Hit Nvidia Stock And World's Richest People The model is open source, and Nvidia is also providing simulation frameworks and blueprints to help generate synthetic training data. "This could very well likely be the largest industry of all," Huang said during his keynote. "By the end of this decade, the world is going to be at least 50 million workers short. We'd be more than delighted to pay them each $50,000 to come to work -- we're probably going to have to pay robots $50,000 a year [instead]." During the presentation, Nvidia's stock fell 2.5%, while the Nasdaq declined 0.2%. Subscribe to the Benzinga Tech Trends newsletter to get all the latest tech developments delivered to your inbox. Why It's Important: During his GTC keynote, Huang also shared his optimistic vision for AI's impact across various industries, including physical AI, or robotics. Huang also presented a chart illustrating the rising demand for Blackwell GPUs, which are just starting to ship, driven by growth in generative AI, agentic AI, and now physical AI. At the start of his keynote, Huang referenced how GTC has been compared to the "Woodstock of AI" in previous years but is now being called the "Super Bowl of AI." Huang also announced a collaboration with General Motors Co. to advance autonomous vehicle technology. Price Action: On Tuesday, Nvidia's stock dropped 3.43%, closing at $115.43. In after-hours trading, it declined an additional 0.56%, settling at $114.78. Year-to-date, the company's shares have fallen 16.54%, according to Benzinga Pro. Check out more of Benzinga's Consumer Tech coverage by following this link. Image via Shutterstock Read Next: How Nvidia CEO Jensen Huang's Clever Pick-Up Line Turned A Homework Proposal Into Marriage While Building $3.38 Trillion AI Chip Giant Along The Way Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. NVDANVIDIA Corp $114.78-3.97% Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full Score Edge Rankings Momentum84.14 Growth88.69 Quality96.81 Value6.97 Price Trend Short Medium Long Overview Market News and Data brought to you by Benzinga APIs

[56]

NVIDIA Teams Up with GE, Google, IBM, And CrowdStrike To Redefine AI And Quantum Technology - NVIDIA (NASDAQ:NVDA)

Our government trade tracker caught Pelosi's 169% AI winner. Discover how to track all 535 Congress member stock trades today. On Tuesday, NVIDIA Corporation NVDA disclosed that it is establishing the NVIDIA Accelerated Quantum Research Center (NVAQC) in Boston to drive advancements in quantum computing. The center will integrate quantum hardware with AI supercomputers, enabling accelerated quantum supercomputing. NVAQC aims to tackle key challenges like qubit noise and transform experimental quantum processors into practical solutions. Apart from this, the company announced several collaborations with industry players. The company, along with Alphabet Inc. GOOG Google, unveiled new AI initiatives to expand access, accelerate development, and transform industries like healthcare, manufacturing, and energy. Using NVIDIA Omniverse, Cosmos, and Isaac platforms, teams from Google DeepMind, Isomorphic Labs, Intrinsic, and X's Tapestry will share key milestones at the NVIDIA GTC AI conference. Additionally, Google Cloud will be among the first to adopt NVIDIA's newly announced GB300 NVL72 rack-scale solution and RTX PRO 6000 Blackwell Server Edition GPU to support AI research and production. Apart from this, NVIDIA announced a collaboration with General Motors Company GM to develop next-generation vehicles, factories, and robots powered by AI, simulation, and accelerated computing. Related Read: Tesla Takes Another Hit With Nvidia, GM Self-Driving Partnership Also, NVIDIA partnered with GE HealthCare Technologies Inc. GEHC to drive innovation in autonomous medical imaging, focusing on X-ray and ultrasound technologies. By integrating AI, these systems will enhance automation in patient positioning, image scanning, and quality assessment, streamlining complex workflows in healthcare. Additionally, NVIDIA disclosed a collaboration with International Business Machines Corporation IBM to enhance enterprise AI capabilities. IBM plans to integrate the NVIDIA AI Data Platform reference design to optimize generative AI workloads. The company's initiatives include content-aware storage for IBM Fusion, expanded watsonx integrations, and new IBM Consulting services with NVIDIA to accelerate AI innovation. Also, CrowdStrike Holdings, Inc. CRWD announced new AI-driven cybersecurity innovations using NVIDIA AI software, doubling detection triage speed while cutting compute resource usage by 50%. This collaboration enhances automation, real-time decision-making, and precision, setting a new standard for AI-powered security. Meanwhile, KFC parent Yum! Brands, Inc. YUM partnered with NVIDIA to revolutionize AI in the restaurant industry. As NVIDIA's first AI restaurant partner, Yum! will leverage cutting-edge AI technologies across its 61,000+ locations worldwide. Additionally, NVIDIA revealed partnerships with T-Mobile, MITRE, Cisco, ODC (a Cerberus Capital Management portfolio company), and Booz Allen Hamilton to advance the research and development of AI-native wireless network hardware, software, and architecture for 6G. Investors can gain exposure to the stock via GraniteShares 2x Short NVDA Daily ETF NVD and EA Series Trust Strive U.S. Semiconductor ETF SHOC. Price Action: NVDA shares are up 1.45% at $117.10 premarket at the last check Wednesday. Read Next: Nvidia Just Unveiled A Humanoid AI Brain Which Allows Robots To Think Slow -- Jensen Huang Says, 'This Could Very Well Likely Be The Largest Industry Of All' Image via Shutterstock. NVDANVIDIA Corp $116.981.34% Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full Score Edge Rankings Momentum80.87 Growth88.51 Quality97.18 Value7.32 Price Trend Short Medium Long Overview CRWDCrowdStrike Holdings Inc $364.050.25% GEHCGE HealthCare Technologies Inc $82.240.12% GMGeneral Motors Co $48.890.45% GOOGAlphabet Inc $162.980.19% IBMInternational Business Machines Corp $246.50-0.18% NVDGraniteShares 2x Short NVDA Daily ETF $30.16-2.62% SHOCEA Series Trust Strive U.S. Semiconductor ETF $41.76-1.94% YUMYum Brands Inc $157.30-% Market News and Data brought to you by Benzinga APIs

[57]

NVIDIA Introduces New AI And Robotics Tools At GTC, Powering The Future Of Technology - NVIDIA (NASDAQ:NVDA)

Next: Get access to a new market-moving chart every day featuring a stock flashing clear technical signals. See today's pick now. On Tuesday, NVIDIA Corporation NVDA disclosed several new launches at the GTC event. The company launched the DGX SuperPOD, powered by Blackwell Ultra GPUs, offering enterprises advanced AI infrastructure for faster agentic AI reasoning. With the new DGX GB300 and DGX B300 systems, businesses can deploy AI supercomputers that deliver enhanced AI performance and faster token generation for applications. Also, the company introduced the next phase of its Blackwell AI factory platform, NVIDIA Blackwell Ultra, which enhances training and test-time scaling inference, applying increased compute during inference to boost accuracy and helping organizations accelerate applications like AI reasoning, agentic AI, and physical AI. Moreover, the semiconductor major unveiled new NVIDIA Cosmos world foundation models (WFMs), offering an open, fully customizable reasoning model for physical AI development and giving developers enhanced control over world generation. Additionally, NVIDIA is launching two new blueprints powered by the Omniverse and Cosmos platforms, providing developers with powerful synthetic data generation tools for post-training robots and autonomous vehicles. Moreover, the company introduced the open Llama Nemotron model family, designed for developers and enterprises to create advanced AI agents capable of solving complex tasks independently or in teams. Also, NVIDIA launched a portfolio of technologies to accelerate humanoid robot development, including the NVIDIA Isaac GR00T N1, the first open and fully customizable foundation model for generalized humanoid reasoning and skills. Additional technologies include the NVIDIA Isaac GR00T Blueprint for synthetic data generation and Newton, an open-source physics engine developed in collaboration with Google DeepMind and Disney Research, designed specifically for robot development. Moreover, the company launched the DGX Spark and the new DGX Station, which will enable AI professionals to prototype and run large models on desktops, with the flexibility to deploy on NVIDIA DGX Cloud or other accelerated cloud infrastructures. NVIDIA introduced the RTX PRO Blackwell series, a new generation of workstation and server GPUs that transform workflows for AI, technical, creative, engineering, and design professionals with advanced accelerated computing, AI inference, ray tracing, and neural rendering technologies. Apart from this, NVIDIA unveiled NVIDIA Dynamo, an open-source inference software for accelerating and scaling AI reasoning models in AI factories at the lowest cost and with the highest efficiency. Also, Additionally, NVIDIA introduced Spectrum-X and Quantum-X silicon photonics switches, enabling AI factories to connect millions of GPUs while reducing energy use and costs. These advanced switches offer 3.5x better power efficiency, 63x greater signal integrity, 10x improved resiliency, and 1.3x faster deployment than traditional methods. Apart from this, the company revealed that top computer-aided engineering (CAE) software providers, such as Ansys, Altair, Cadence, Siemens, and Synopsys, are boosting simulation speeds by up to 50x using the NVIDIA Blackwell platform. Also, NVIDIA revealed that top industrial providers such as Foxconn, General Motors, Hyundai Motor Group, KION Group, Mercedes-Benz, Pegatron, and Schaeffler, are integrating the Omniverse platform to accelerate industrial digitalization with physical AI. Investors can gain exposure to the stock via GraniteShares 2x Short NVDA Daily ETF NVD and EA Series Trust Strive U.S. Semiconductor ETF SHOC. Price Action: NVDA shares are up 1.27% at $116.90 premarket at the last check Wednesday. Read Next: Nvidia Loses $420 Billion In Market Capitalization Since DeepSeek Launch, Valuation Hits A 29-Month Low As GTC Fails To Ignite Stock Image via Shutterstock. NVDANVIDIA Corp $117.041.39% Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full Score Edge Rankings Momentum80.87 Growth88.51 Quality97.18 Value7.32 Price Trend Short Medium Long Overview NVDGraniteShares 2x Short NVDA Daily ETF $30.20-2.49% SHOCEA Series Trust Strive U.S. Semiconductor ETF $41.76-1.94% This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Market News and Data brought to you by Benzinga APIs

[58]

Nvidia Extends AI Reign To 2028: JPMorgan Says It's Still '1-2 Steps Ahead' - NVIDIA (NASDAQ:NVDA)

Next: Get access to a new market-moving chart every day featuring a stock flashing clear technical signals. See today's pick now. Nvidia Corp NVDA isn't just pushing the AI envelope -- it's rewriting the entire playbook. At GTC 2025, the chip giant laid out a roadmap stretching to 2028, reinforcing its "aggressive one-year product cadence" and solidifying its dominance in AI acceleration, said JPMorgan analyst Harlan Sur. The Big Reveal: Blackwell Ultra & Beyond CEO Jensen Huang took the stage to announce that Nvidia is on track for a second-half 2025 rollout of Blackwell Ultra (B300), which will deliver a 50% boost in compute performance over the current Blackwell chips. That's a massive leap, but it's just the beginning. AI Scaling Laws Are Changing Sur noted that "AI model innovations, such as DeepSeek, should drive significantly higher compute complexity and require higher compute performance/intensity." Read Also: Nvidia Loses $420 Billion In Market Capitalization Since DeepSeek Launch, Valuation Hits A 29-Month Low As GTC Fails To Ignite Stock Nvidia showcased this reality, demonstrating that advanced reasoning models demand 20 times more tokens and 150 times more compute power than traditional large language models. Rubin GPU To Shake Up The Market By late 2026, Nvidia will roll out Rubin, a new GPU architecture that Sur highlighted as offering 3.3 times the performance of Blackwell Ultra, thanks to next-gen HBM4 DRAM with 288GB capacity. But it doesn't stop there -- by 2027, the Rubin Ultra NVL 576 will introduce a 144-GPU chipset based on a 4-chiplet architecture, delivering a staggering 14x boost over Blackwell Ultra NVL72. Networking & Robotics - The Next Frontier? While Nvidia remains committed to copper cabling, the company is exploring co-packaged optics (CPO) for future applications. However, Sur pointed out that its adoption could be limited due to concerns around "technical challenges, reliability/manufacturability concerns, and vendor lock-in." Meanwhile, Nvidia isn't stopping at AI chips -- it's leveraging its full-stack development platform to expand into humanoid robotics, a sector that could redefine automation in the coming years. JPMorgan isn't budging on its bullish stance, reiterating that "Nvidia continues to remain 1-2 steps ahead of its competitors." With a $170 price target, Wall Street sees plenty of upside as the AI revolution powers forward. Read Next: NVIDIA Teams Up with GE, Google, IBM, And CrowdStrike To Redefine AI And Quantum Technology Image: Shutterstock NVDANVIDIA Corp $116.911.28% Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full Score Edge Rankings Momentum80.87 Growth88.51 Quality97.18 Value7.32 Price Trend Short Medium Long Overview Market News and Data brought to you by Benzinga APIs

[59]

Is Nvidia Sitting On The AI Goldmine No One Sees Yet? - NVIDIA (NASDAQ:NVDA)

Nvidia Corp NVDA has already cemented its dominance in AI. Still, JPMorgan analyst Harlan Sur sees the chip giant poised for even bigger gains - potentially outgrowing overall data center spending. With AI factories emerging as wildcards and inference demand set to explode, Nvidia might be sitting on an untapped goldmine. Nvidia's Next-Gen AI Advantage At its recent financial analyst event, Nvidia laid out its roadmap, emphasizing its holistic ecosystem spanning silicon, hardware, software, and a developer base that dwarfs its competition. While rivals are still chasing Nvidia's last-gen Hopper GPUs, the company is already rolling out its next-gen Blackwell architecture -- promising a staggering 40x performance improvement. Sur believes this head start, combined with Nvidia's unrivaled software stack, positions it to dominate AI inference, which could account for 90% of the market in the long run. Read Also: Nvidia Extends AI Reign To 2028: JPMorgan Says It's Still '1-2 Steps Ahead' The AI Factory Wildcard One of the biggest wildcards? AI factories. While Nvidia's projections already factor in data center spending, Sur notes that AI factory investments - potentially worth hundreds of billions - aren't even included in those forecasts yet. If this sector takes off as expected, Nvidia's upside could be even greater than current estimates suggest. Strong Margins And Market Position Meanwhile, custom AI chips from competitors may offer cost savings, but Sur argues that Nvidia's total cost of ownership advantage and revenue-generating potential give it the upper hand. While others scramble to optimize their ASIC solutions, Nvidia continues to integrate its hardware and software seamlessly, making adoption far easier for enterprises. Despite the complexity of transitioning from Hopper to Blackwell, Nvidia expects to stabilize its architecture over the next three to four years, improving margins while maintaining its aggressive lead. With gross margins projected to hit the mid-70% range, the company looks well-positioned to sustain its dominance in AI. JPMorgan remains bullish, reiterating an Overweight rating on Nvidia stock with a price target of $170 by year-end 2025. With data center spending accelerating, AI factories emerging and inference demand surging, Nvidia's growth story may still be in its early chapters. Read Next: Nvidia Stock Nears A Death Cross - Can The GTC AI Hype Save It? Photo: Shutterstock NVDANVIDIA Corp$118.480.82%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum83.14Growth95.15Quality97.23Value7.33Price TrendShortMediumLongOverviewMarket News and Data brought to you by Benzinga APIs

[60]

The Motley Fool

Nvidia's Top AI Event Is Here: Will Nvidia Stock Rise During March 18 Through March 21? | The Motley Fool

Nvidia stock got a boost from last year's GTC event, and investors are hoping for the same this year. Artificial intelligence (AI) tech leader NVIDIA's (NVDA 5.27%) flagship GPU Technology Conference (GTC) 2025 has arrived. It will run Monday through Friday at the San Jose Convention Center in San Jose, California, the heart of Silicon Valley. This annual happening is widely considered the world's leading AI event. Nvidia expects about 25,000 attendees in-person and 300,000 virtually. CEO Jensen Huang will deliver the keynote address at the SAP Center in San Jose on Tuesday, March 18, at 10 a.m. PT/1 p.m. ET. Folks who are not attending can watch virtually as the event will be livestreamed for free. (The livestream -- and a recording after the event -- will be accessible on Nvidia's investor relation website.) Nvidia stock got a modest boost from last year's flagship GTC, as the chart below shows. Given the stock's pullback in 2025, investors are surely hoping for a repeat performance this year. (As of Friday, March 14, Nvidia stock is 18.6% off its all-time closing high, reached on Jan. 6.) GTC 2024 was held Sunday, March 17, through Thursday, March 21, 2024. Friday, March 22, is included in the chart since many investors would still be digesting the data shared at the event, and some Wall Street analysts might still be tweaking their target prices. Data by YCharts. Investors can look forward to Nvidia announcing many new products and partnerships across its target markets: data center, gaming, automotive/robotics, and professional visualization (pro viz). The data center platform is likely to get the lion's share of conference time because it is Nvidia's largest and fastest-growing business. Moreover, it's the most heavily involved in AI. For context, in the company's first quarter of fiscal 2026 (ended Jan. 26, 2025), the data center platform generated 90.5% of Nvidia's total revenue, with gaming, auto/robotics, and pro viz accounting for 6.5%, 1.4%, and 1.3%, respectively, of total revenue. (Total doesn't add up to 100% because Nvidia has a small "other" category.) More specifically, investors can expect Nvidia to provide details about its next two generations of graphics processing units (GPUs) for processing AI and high-performance computing workloads: Blackwell Ultra and Rubin. Blackwell Ultra is slated to launch in the second half of this calendar year and Rubin -- which will have a new architecture -- is scheduled for a calendar-year 2026 release. Nvidia recently increased its cadence for launching new generations of data center GPUs to annually from about every other year. Investors can expect Blackwell Ultra to have increased processing power compared to Blackwell, and can anticipate an even greater step-up from Blackwell Ultra to Rubin (named after American astronomer Vera Rubin). Demand for Nvidia's Blackwell chips has been "extraordinary," as Huang said on the company's fiscal Q1 earnings call in late February, and investors should be able to look forward to similarly powerful demand for Blackwell Ultra and Rubin. The event includes an impressive slate of speakers from: For those interested in autonomous vehicles, I'll call out these speakers: RJ Scaringe, founder and CEO of Rivian and Drago Anguelov, V.P. and head of research at Waymo, Alphabet's driverless vehicle subsidiary. I'm particularly looking forward to the speakers who will talk about robotics as I believe humanoid robots will be the next Big Thing (along with self-driving vehicles). Nvidia is holding its first Quantum Day at GTC on Thursday, March 20. Huang will host a panel of leaders from the quantum computing industry from 10 a.m. to 12 p.m. PT. This event will be livestreamed and available on demand. The promise of quantum computing is that it will be able to solve problems that current classical computers cannot, but there are major "bugs" to be worked out. Nvidia is doing work in the quantum space along with partners. These partnerships are primarily aimed at developing "hybrid" computers that use classical chips (GPUs) and quantum chips (qubits).

[61]

The Motley Fool

Nvidia Stock Investors Just Got Great News From CEO Jensen Huang

Nvidia (NVDA 1.74%) stock has tumbled 23% from the record high it reached in early January. The decline began when large language models developed by DeepSeek raised questions about whether U.S. companies have been overinvesting in artificial intelligence infrastructure, especially Nvidia graphics processing units (GPUs). Of course, Nvidia GPUs are the industry standard in accelerating AI applications in the data center. So, any decrease in AI infrastructure spending would be bad news for the company. CEO Jensen Huang addressed those concerns this week during his keynote speech at GTC, an annual developer conference focused on AI. Chinese start-up DeepSeek shook Wall Street earlier this year when it published technical papers detailing the development of artificial intelligence (AI) models that performed on par with models from U.S. companies like OpenAI and Anthropic. Yet DeepSeek reportedly trained its models with fewer and less powerful Nvidia GPUs, meaning it ultimately spent much less money. CEO Jensen Huang did not mention DeepSeek by name at GTC 2025, but he did answer the question raised by its recent breakthroughs: As more efficient model training techniques bring costs down, will demand for AI accelerators (like Nvidia GPUs) decline? Huang dismissed the idea and said the opposite is true. "This last year, this is where almost the entire world got it wrong," Huang said. "The amount of computation we need at this point -- as a result of agentic AI, as a result of reasoning -- is easily 100 times more than we thought we needed at this time last year." Huang says model training efficiencies will actually increase demand for compute capacity by supporting the diffusion of AI into more industries. In other words, more companies can adopt AI as model training costs decline, and the cumulative demand for compute will be at least 100 times more than anticipated before DeepSeek rattled confidence in the chipmaker. Huang impressed his point by comparing GPU shipments among the four largest cloud services providers. Specifically, 3.6 million Blackwell GPUs have been shipped to those companies in 2025 versus 1.3 million Hopper GPUs in 2024. That means collective GPU shipments to the four largest cloud providers -- Amazon, Alphabet, Microsoft, and Oracle -- have increased over 170% in a year despite Blackwell chips being more powerful. Importantly, Huang at GTC also announced the Rubin GPU, the successor to the Blackwell GPU. The Rubin architecture will launch in the second half of 2027, and it will feature 3.3 times more computing power than Blackwell. Nvidia is an early leader in the next wave of the AI revolution Generative AI has been a popular investment theme since ChatGPT launched in late 2022. But the next wave of the artificial intelligence revolution is physical AI, the technology that will enable autonomous cars and robots to understand, navigate, and interact with the real world. Nvidia is well position to be a leader as those nascent markets take shape. "We've been working on self-driving cars now for over a decade," Huang said at GTC. "We build technology that almost every self-driving car company uses." Indeed, Tesla leans on Nvidia GPUs in its data centers to train the neural networks that power its full self-driving software. And Alphabet's Waymo not only uses Nvidia GPUs for training in data centers, but also for inference in the robotaxis themselves. Nvidia is the compute platform of choice in autonomous driving systems for two reasons. First, its GPUs are the best data center accelerators on the market. Second, it provides a full-stack solution that brings together hardware and software. Huang explained that at GTC, "We build all three computers: the training computer, the simulation computer, and the robotics computer or self-driving car computer. And the software stack that sits on top of them." Nvidia stock looks downright cheap at its current price Most Wall Street analysts think Nvidia stock is a bargain right now. The median target price is $175 per share. That implies 52% upside from its current share price of $115. To be clear, median refers to the middle value, which means half of the 67 analysts that follow Nvidia expect more than 52% upside in the next 12 months. Building on that, Wall Street estimates the company's earnings will increase 51% in fiscal 2026, which ends in January 2026. That makes the current valuation of 39 times earnings look downright cheap. Those figures give a price-to-earnings-to-growth (PEG) ratio of 0.76. Traditionally, stocks with PEG multiples below 1 are considered undervalued.

[62]

The Motley Fool

Jensen Huang Just Predicted This AI Category Would Reach $1 Trillion. Is Nvidia Stock a Buy?

Nvidia (NVDA 1.74%) emerged as the most closely watched artificial intelligence (AI) stock thanks to its soaring growth, and its annual GTC conference has also become one of the top AI events for analysts, industry insiders, and investors to watch. The AI chip leader regularly touts new products and achievements at the conference, and investors pay close attention to CEO Jensen Huang's keynote address. In his keynote on Tuesday, Huang had a few key nuggets to share with investors. He said that the Blackwell platform is now in full production, and introduced the roadmap beyond Blackwell, with Rubin coming next year, followed by Feynman in 2028. He also said the company is partnering with General Motors to build self-driving cars as it envisions playing a key role in robotics and autonomous vehicles. However, at a time when Nvidia is trading at a substantial discount to its all-time high on concerns about macroeconomic growth, questions about the impact from DeepSeek, and some doubts about the return on investment from AI spending, Huang gave a key forecast that should reassure investors in Nvidia and the rest of the AI sector. $1 trillion in AI spending The Nvidia chief presented a chart based on analyst forecasts, showing expected data center capital expenditures growing from roughly $250 billion in 2023 to $500 billion this year to $1 trillion by 2028. As Huang explained in the presentation, "I've said before that I expect data center buildout to reach $1 trillion, and I'm fairly certain that we're going to reach that very soon." According to the Nvidia CEO, that growth is driven by accelerated computing, an area Nvidia has long focused on, and what he called "an increase in recognition that the future of software requires capital investment" because technologies like machine learning and large language models are driving larger AI capabilities. The vast majority of Nvidia's revenue comes from the data center and it continues to dominate the market for data center GPUs (graphics processing units), which are the building blocks of AI applications like chatbots and AI agents. Nvidia's future is directly tied to data center capex spending, and part of the bear case against the stock is that capex spending tends to be cyclical and is therefore vulnerable to a recession. Ninety-one percent of Nvidia's revenue came from the data center in its fourth quarter, and it's the company's fastest-growing category as well. If global data center capital expenditures double between 2025 and 2028, Nvidia's data center revenue should double as well, or grow even faster as the company adds value through new products and new platforms like Rubin and Feynman. Is Nvidia a buy? Nvidia sold off following its fourth-quarter earnings report, despite posting 78% revenue growth, beating estimates, and offering strong guidance. In a weakening macroeconomic environment, investor enthusiasm for the AI leader seems to be waning, but if Huang is correct, there's still a lot of growth left for Nvidia. In addition, the projected data center growth doesn't include edge applications in products like robotics and autonomous vehicles, which could be major revenue drivers for Nvidia down the road. After the recent sell-off, Nvidia stock now trades at a price-to-earnings ratio of 39 and a forward P/E of less than 26 as analysts are forecasting 50% growth in earnings per share this year. At that valuation, Nvidia is essentially trading on par with the S&P 500. That makes the stock look like a bargain, given its momentum in AI, its current growth, and the forecasts for growth in data center capex. At this point, the pessimism around Nvidia stock seems overdone. Investors don't need data center capex to reach $1 trillion by 2028 for Nvidia to be a winner. At the current valuation, it only needs to outgrow the S&P 500 starting next year and beyond. That should be a low bar for a company whose revenue is still nearly doubling, that is driving advances across AI, and that is likely to remain at the forefront of technology for the foreseeable future, if not the next decade or longer. Investors shrugged off Huang's keynote with the stock falling on Tuesday, but that shouldn't be a surprise at this point. Based on the growth in data center spending, long-term investors can look past the current hand-wringing over trade wars and consumer spending and be confident that Nvidia will continue to be a winner.

[63]

Seeking Alpha

Nvidia And The Super Bowl Of AI (undefined:NVDA)

Nvidia announced new GPU generations, Blackwell Ultra and Rubin, showcasing advancements in memory and computational power. Listen here or on the go via Apple Podcasts and Spotify Breaking down Nvidia stock given today's much anticipated GTC event. Bullish and bearish analyst perspectives (1:10). Highlighting CEO Jensen Huang's GTC keynote, AI's transformative impact on technology and computing (2:25). Transcript Welcome to a special episode of Investing Experts - and the first of its kind - where we highlight a notable stock of the week for investors. Today we're diving deep into Nvidia (NASDAQ:NVDA) and its latest developments following the company's annual GTC event. As most of you know, NVIDIA is a leading computing infrastructure company, specializing in graphics and compute and networking solutions. Headquartered in Santa Clara, California, the company operates globally, with operations divided into two primary segments: Compute & Networking and Graphics. Founded in 1993, NVIDIA has consistently driven innovation with its full-stack computing infrastructure, which includes hardware, software, and AI solutions. The company's strategic focus on research and development has enabled it to build a robust ecosystem and maintain a leadership position in the technology sector. First, let's assess Nvidia's position from both bullish and bearish perspectives according to Seeking Alpha Analysts. It's worth noting that Seeking Alpha's Quant rating currently rates the stock a Hold. On the bullish side, Nvidia's Q4 performance has helped reshape investor sentiment, and today's GTC 2025 has been anticipated as a significant short-term catalyst likely to drive the stock near or beyond its 52-week highs of $150. With Nvidia's Blackwell GPUs scaling rapidly, some analysts see this as a strong buying opportunity amid current market conditions. Despite a downturn in shares, the underlying fundamentals remain robust, hinting at potential rebounds. Conversely, the bearish perspective warns of potential overvaluation. The early 2025 dip has been viewed as a bubble pop on Nvidia's AI-driven growth since 2022. Added to this are risks like heightened GPU-inspired competition and potential recession-triggered demand reductions, potentially impacting profitability. Bearish analysts caution more downside risks for Nvidia in upcoming quarters, suggesting a "sell" rating at current levels. Shifting focus to Nvidia's GTC event, CEO Jensen Huang highlighted artificial intelligence's transformative impact on technology and computing. His keynote emphasized AI's rapid progress, necessitating significantly more computing power. This shift is evidenced by top cloud providers purchasing millions of Nvidia's latest GPUs, underscoring the demand for AI solutions. "AI has made extraordinary progress," Huang said at the event, which he coined as the "Super Bowl of AI". Now with generative AI, it has "fundamentally changed how computing is done," the CEO added. Nvidia's momentum is further fueled by strategic partnerships with tech giants. As part of the keynote, Huang announced several new partnerships, including that Nvidia would team with Cisco (CSCO) and T-Mobile (TMUS) to build full-stack radio networks in the U.S. Huang also added that GM (GM) has selected Nvidia to help it build its self-driving autonomous fleet. Huang said that the top four cloud service providers - Amazon (AMZN) Web Services, Microsoft (MSFT) Azure, Google (GOOG) Cloud Platform and Oracle (ORCL) Cloud - have bought 3.6M Blackwell GPUs, compared to the 1.3M Hopper GPUs purchased last year. Blackwell GPUs only just started shipping in the latter part of 2024. By the end of the decade (and perhaps sooner), Huang added that the data center build out should top $1T. In terms of hardware advancements, Nvidia launched new GPU generations, Blackwell Ultra and Rubin, signaling their commitment to maintaining a competitive edge through innovations in memory capacity and computational power. Nvidia announced its Blackwell line of GPUs at last year's event, though the company has run into some issues related to Blackwell, including production. Truist analyst William Stein said - before the start of the GTC event which is running from March 17 to March 21 - that any visibility into the medium-term would be a "positive catalyst" for the stock. Stein wrote in a note to clients: "We see an opportunity for a positive catalyst if the company were to highlight its visibility into large customer spending commitments over the next few years, much the way Broadcom (AVGO) did in its last 2 earnings calls." With Grace Blackwell now in full production, Huang also showed off Nvidia Dynamo. Dynamo is a distributed inference serving library, which Huang described as "essentially the operating system of an AI factory." Dynamo can aid Blackwell (and Hopper) with a "giant leap" in inferencing performance, Huang said. He also took the wraps off Nvidia's next generations, including Blackwell Ultra and the widely speculated Rubin. Blackwell Ultra, which has more memory and twice the bandwidth of Blackwell, will be coming in the second half of 2025. And Rubin, which has HBM-4 memory, will be coming in the second half of 2026. The next-generation after that, Rubin Ultra, will be available in the second half of 2027. "Rubin is going to drive the cost down tremendously," Huang said. Find more news about Nvidia and what the analysts are saying by going to Nvidia's quote page on Seeking Alpha. Just type in the stock name or symbol and find a wealth of data and insight. Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Also available on all podcast platforms!

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CCN.com

AI and Quantum Stocks Heat Up Ahead of Nvidia CEO Jensen Huang's Keynote

The highlight of the event will be CEO Jensen Huang's (in image) keynote at the SAP Center. | Credit: Artur Widak/Anadolu via Getty Images. Quantum computing and artificial intelligence stocks surged Monday as investors bet on fresh momentum from Nvidia's highly anticipated GTC conference. The five-day event, which began this week, is expected to highlight Nvidia's latest advancements in AI, robotics, and quantum computing -- sectors that have seen volatile trading in recent months. The conference, a flagship event for AI and computing, is drawing particular attention as Nvidia CEO Jensen Huang is set to deliver a keynote unveiling new AI chips and next-gen computing architectures. The event has historically served as a catalyst for AI-related stocks, and investors are watching closely for announcements that could reshape the sector. AI and Quantum Stocks Rally Shares of quantum computing firms saw sharp gains ahead of Nvidia's keynote. D-Wave Quantum (QBTS) rose 10%, Quantum Corp (QMCO) surged 40%, and Quantum Computing (QUBT) climbed 13%. AI-related stocks also jumped, with SES AI (SES) leading the sector's gains with a 50% rally. Dell Technologies (DELL) added 2.1%, while semiconductor giant Intel (INTC) rose 6.8%. Nvidia (NVDA), however, dipped 1.6% as investors braced for its major product announcements. Analysts believe the recent pullback in AI and quantum computing stocks created a "buy-the-dip" opportunity, with Nvidia's conference acting as a potential turning point for investor sentiment. Nvidia GTC: What to Expect Nvidia's GTC conference, running through March 21, features keynotes, workshops, and industry panels on AI, robotics, and computing. The highlight of the event will be CEO Jensen Huang's keynote at the SAP Center in San Jose, California, where he is expected to introduce Nvidia's next-generation AI chip, the Blackwell Ultra, a more powerful version of its recently announced Blackwell architecture. During Nvidia's Q4 earnings call , Huang previewed some of the upcoming announcements, teasing "exciting updates" on AI model training, enterprise AI, and robotics. Beyond AI chips, analysts expect Nvidia to unveil the Rubin platform , a next-gen GPU platform, alongside the Vera Rubin super chip, which merges the Rubin GPU with Nvidia's Vera CPUs. These innovations could drive new AI capabilities, particularly in Physical AI and autonomous robotics. The Future of AI and Optical Computing Market watchers also anticipate Nvidia will provide updates on optical computing -- a technology seen as crucial for next-generation AI data centers. "We expect Mr. Huang to share insights on the evolution of AI workloads and offer additional commentary on emerging AI areas such as Physical AI and robotics," Stifel analyst Ruben Roy said in a note to clients. Jefferies analysts believe "the noise around CPO [Co-Packaged Optics] will resurface over the next few weeks" as Nvidia delves into how optical technology will transform AI infrastructure. With AI and computing stocks already riding a wave of investor optimism, Nvidia's announcements could determine whether the rally has real momentum -- or is just another speculative surge.

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CCN.com

Nvidia To Unveil New AI Chip at Developer Conference After DeepSeek-Induced Market Shake-Up

Nvidia is expected to reveal details about its next-generation AI chip at its annual developer conference on Tuesday, March 18. 2025 has been a challenging year for Nvidia, especially following the release of DeepSeek R1, which sparked concerns about ongoing demand for AI chips. Rubin Announcement Anticipated Since the mid-2010s, Nvidia's high-performance data center GPUs have represented the gold standard for industrial AI development. The firm's current top-of-the-range Blackwell solutions hit the market in late 2024 and are expected to drive demand for the foreseeable future. However, Nvidia has already started developing Blackwell's successor. In June 2024, CEO Jensen Huang revealed that the company was working on a new GPU architecture dubbed Rubin. At the time, he said the first Rubin GPUs would arrive in early 2026 and that Nvidia planned to accelerate its AI chip release with new products each year. Against this backdrop, further details are anticipated at Tuesday's Nvidia GTC (GPU Technology Conference). Can AI Chip Announcement Boost Nvidia Stock? In the past, Nvidia's AI product releases have catalyzed strong stock market gains in the following weeks and months. Based on that precedent, investors seek confirmation that Nvidia will start producing Rubin chips this year. Meanwhile, any sign of delays could hurt the company's share price. Positive news will be especially welcomed after recent selloffs that pushed NVDA to its lowest price in six months. How DeepSeek Helped Derail Nvidia Rally The release of DeepSeek R1 in January 2025 triggered concerns that DeepSeek's more efficient AI model could dampen demand for Nvidia GPU. After the release, Nvidia's market cap plummeted by nearly $600 billion, marking the stock's worst performance on record. NVDA hit a six-month low on March 10 and has since shown tentative signs of recovery. Nonetheless, the stock currently trades nearly 20% below its pre-crash level.

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New York Post

Nvidia CEO Jensen Huang unveils powerful new Black Ultra chips at...

Nvidia CEO Jensen Huang tried to reassure investors Tuesday that his firm is at the center of the artificial intelligence boom while unveiling its latest products - including its long-awaited Blackwell Ultra computer chips. Huang said the need for computer power made possible by its advanced AI computer chips has grown exponentially compared to one year ago as more companies are moving to dealing so-called "reasoning" models, which are able to perform more complex tasks than basic chatbots. "Almost the entire world got it wrong," said Huang, who riffed on stage for two hours without a teleprompter while clad in his trademark leather jacket and jeans at Nvidia's GTC conference, which he called the "Super Bowl of AI." "The amount of computation we need as a result of agentic AI, as a result of reasoning, is easily 100 times more than we thought we needed this time last year," Huang said. Huang's bullish remarks at the conference failed to land with investors. Nvidia's stock sank more than 3% in late trading Tuesday. The stock closed at $115.73 and is down nearly 20% over the past month. Wall Street has sought clarity from Nvidia and other Big Tech players following a major selloff in January sparked by Chinese startup DeepSeek - which claimed to have trained an advanced AI model for less than $6 million and without access to Nvidia's best chips due to US export controls. The release fueled concerns that Nvidia's chips were less necessary than previously thought for AI development - and that companies could pare back their spending in response. So far, companies like Meta and Microsoft have said they are full steam ahead of AI-related spending. During the event, Huang confirmed that its next GPU chip, the Blackwell Ultra, will begin shipping in the second half of this year. The Nvidia boss called demand for the product "amazing." Another upgraded family of chips called Vera Rubin, which will be more powerful and enable faster processing speeds than Blackwell, is on track for release in the second half of 2026, Huang added. "If you take too long to answer a question, the customer is not going to come back. This is like web search," Huang said. Elsewhere, Huang revealed that Nvidia would partner with General Motors to help develop the automaker's autonomous vehicles. Nvidia technology will be used to assist the manufacturing and design process as well as in-vehicle computer systems, he said. "The time for autonomous vehicles has arrived," Huang said.

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Analyst Kuo's Nvidia GTC 2025 conference expectations By Investing.com

Investing.com -- The upcoming Nvidia (NASDAQ:NVDA) GTC 2025 conference is expected to center on artificial intelligence (AI) servers, according to a report by TF International Securities analyst Ming-Chi Kuo. The conference could potentially serve as a catalyst for a short-term rebound in AI stocks, following a recent pullback. Nvidia's investment trends in AI servers are based on three main factors: the ongoing effectiveness of scaling laws, the production ramp-up of new AI servers, and geopolitical uncertainties. With the market growth of entry-level and edge AI devices, Nvidia could alleviate market concerns by providing new insights into the continued effectiveness of the scaling law for AI servers. The market is aware of the production challenges of the GB200 NVL72. If Nvidia can showcase real-world data center deployments of this device, highlight the upgrade benefits from B200 to B300, and clarify the B300 production timeline, it could refine market expectations for the B300 investment thesis. The B300 AI chip, available in dual-die (CoWoS-L) and single-die (CoWoS-S) variants, is anticipated to be the highlight of the conference. Its main feature is a significant HBM memory increase from 192GB to 288GB, coupled with a 50% performance increase over the B200. The B300 is expected to start trial production in the second quarter of 2025, with mass production planned for the third quarter of 2025. Nvidia is also set to unveil reference designs for scale-up and scale-out configurations, providing enhanced computing power at reduced average token costs. The company is developing several servers, including the B300 and B200 chips, workstations equipped with the RTX PRO 6000 Blackwell Server Edition chip for AI and visualization applications, and next-generation AI servers powered by VR (Vera Rubin) chips. The GB300 NVL72, the successor to the GB200 NVL72, is likely to be announced at the GTC 2025 conference. This new model maintains similar rack dimensions and power needs for seamless data center upgrades, with pre-build samples (PS) scheduled for June 2025. The conference is also expected to reveal details about Nvidia's data center networking solutions, including Quantum-3, Quantum-X800, Spectrum-5, and ConnectX-8 (CX8). The CX8, which doubles the speed of its predecessor and supports the GB300 NVL72 and the latest Quantum platforms, is integrated with SuperNIC and a PCIe Switch (NYSE:SWCH) to reduce power consumption by 30%. While edge AI is a crucial long-term driver for Nvidia, GTC 2025 is expected to focus more on AI servers. The market expects AI PC solutions, such as N1X and N1, to be revealed at Computex later in the year.

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NVIDIA expands Omniverse for industrial AI transformation By Investing.com

SAN JOSE, Calif. - NVIDIA (NASDAQ: NVDA), a prominent player in the Semiconductors industry with impressive revenue growth of 114% year-over-year to $130.5 billion, announced the integration of their Omniverse platform with top industrial software and services to boost digitalization and physical AI in industries. According to InvestingPro data, the company maintains a perfect Piotroski Score of 9, indicating exceptional financial strength and operational efficiency. The Omniverse platform connects physical data to the realm of AI, aiming to unite industrial ecosystems and foster the creation of new applications that will speed up AI's evolution across industries. The newly introduced NVIDIA Omniverse Blueprints are designed to enable robot-ready facilities and large-scale synthetic data generation, essential for developing physical AI. Among these blueprints is Mega, a tool for testing multi-robot systems within digital twins, and the NVIDIA AI Blueprint for video search and summarization. These tools are being adopted by leading manufacturers like Schaeffler, Hyundai Motor Group, and Mercedes-Benz to optimize their operations. Foxconn is leveraging the Mega blueprint to train humanoids for factory operations, while KION Group and Dematic are integrating it into AI-powered automation for warehouses and supply chains. SAP's customers and partners can also utilize Omniverse for virtual warehouse management scenarios. In addition, Omniverse Blueprints are enabling the creation of AI factory digital twins, with Cadence and Schneider Electric with ETAP being the first to integrate their simulation software. This helps data center engineers design and simulate AI factory layouts to improve efficiency. The Omniverse platform is expanding across various industries, with companies like Ansys, Cadence, Hexagon, and Siemens incorporating its data interoperability and visualization technologies into their solutions. General Motors has adopted Omniverse to enhance factory operations, while Unilever is using it for marketing content creation. This expansion reflects NVIDIA's market dominance, supported by robust financials including a 75% gross profit margin and strong cash flows that easily cover its moderate debt levels. To facilitate the development and deployment of OpenUSD-based applications, NVIDIA Omniverse is now available on AWS Marketplace and will be coming to Oracle Cloud Infrastructure and Google Cloud later this year. The announcement was made at the GTC conference, where NVIDIA is also introducing the OpenUSD Asset Structure Pipeline for Robotics in collaboration with Disney Research and Intrinsic, aiming to standardize robotic workflows. NVIDIA (NASDAQ: NVDA) is recognized as a leader in accelerated computing. This information is based on a press release statement from NVIDIA. In other recent news, NVIDIA has announced several significant developments. The company unveiled its new enterprise AI infrastructure, the NVIDIA DGX SuperPOD, featuring the Blackwell Ultra GPUs, which promises to enhance AI computing capabilities significantly. This advanced system is expected to deliver up to 70 times more AI performance than its predecessors. Additionally, NVIDIA introduced its Llama Nemotron family of models, which are designed to improve AI reasoning capabilities with accuracy enhancements of up to 20% and fivefold inference speed optimizations. Further expanding its AI offerings, NVIDIA launched the Cosmos platform, featuring world foundation models aimed at transforming physical AI development. This platform is being utilized by companies like Agility Robotics for synthetic data generation. NVIDIA also introduced the GR00T N1 model for humanoid robots, marking a major step in generalist robotics with capabilities for autonomous household task performance. In another development, NVIDIA released the RTX PRO Blackwell GPUs, targeting professionals across various industries with enhanced productivity and performance. These GPUs, designed for data centers, desktops, and laptops, are expected to be available later this year. Companies such as GE HealthCare have already reported significant performance improvements with these new GPUs. These announcements underscore NVIDIA's ongoing commitment to advancing AI and computing technologies.

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NVIDIA Blackwell boosts CAE software speed by up to 50 times By Investing.com

SAN JOSE, Calif. - NVIDIA (NVDA), a semiconductor giant with a market capitalization of $2.84 trillion and a perfect Piotroski Score of 9 according to InvestingPro, has announced a significant advancement in computer-aided engineering (CAE) with its NVIDIA Blackwell platform, which accelerates simulation tools by up to 50 times. This enhancement is set to benefit industries including automotive, aerospace, energy, manufacturing, and life sciences by reducing product development time, cutting costs, and increasing design accuracy while maintaining energy efficiency. The announcement, made at the GPU Technology Conference (GTC), highlighted that leading CAE software vendors such as Ansys, Altair, Cadence, Siemens, and Synopsys have already integrated the NVIDIA Blackwell platform into their simulation tools. This expansion comes as NVIDIA demonstrates remarkable financial performance, with revenue growth of 114.2% and an impressive return on assets of 82.2% in the last twelve months. These tools are further optimized with NVIDIA CUDA-X libraries and blueprints, enhancing real-time digital twins and reimagining the engineering process. Jensen Huang, NVIDIA's founder and CEO, stated that the future of product creation involves digital twins being developed before physical realization. He emphasized the transformative impact this technology will have on product development. Cadence has utilized NVIDIA Grace Blackwell-accelerated systems to run multibillion cell simulations for the aerospace industry, significantly reducing the need for wind-tunnel testing and accelerating time to market. Anirudh Devgan, Cadence's president and CEO, remarked on the productivity and quality improvements achieved through the NVIDIA Blackwell acceleration. Synopsys, Ansys, and Altair CEOs also expressed the benefits their companies have experienced by incorporating NVIDIA Blackwell into their workflows, from tackling complex computational fluid dynamics challenges to enabling more design explorations. Siemens has seen a reduction in development times and costs through the use of photo-realistic, interactive digital twins, according to Roland Busch, the company's president and CEO. Additionally, Rescale's CAE Hub now offers access to NVIDIA technologies and CUDA-accelerated software in the cloud, powered by NVIDIA GPUs and NVIDIA DGX Cloud. Boom Supersonic is using this platform, along with NVIDIA Omniverse Blueprint for real-time digital twins, to design its new supersonic passenger jet. The NVIDIA Omniverse Blueprint, which is now generally available, brings together NVIDIA CUDA-X libraries, NVIDIA PhysicsNeMo AI, and the NVIDIA Omniverse platform. This blueprint is aiding enterprises in external aerodynamics studies and other simulation-driven processes. NVIDIA, recognized as a leader in accelerated computing, continues to drive innovation through its products and collaborations. The company's advancements are detailed in the GTC keynote and sessions, which run through March 21. This news is based on a press release statement and reflects NVIDIA's current achievements and future directions in the realm of accelerated computing and digital twin technology. With a strong analyst consensus rating of 1.34 and trading near its Fair Value, NVIDIA continues to demonstrate robust financial health with an overall score of "GREAT" according to InvestingPro, which offers over 20 additional exclusive insights about NVIDIA's financial outlook and market position. Investors can access comprehensive analysis through InvestingPro's detailed research reports, available for over 1,400 US stocks including NVIDIA. In other recent news, NVIDIA has launched the NVIDIA AI Data Platform, a new reference design aimed at enhancing enterprise storage with AI capabilities. This development integrates NVIDIA's suite of products, including Blackwell GPUs and BlueField DPUs, to optimize AI processing, promising significant performance improvements. Concurrently, NVIDIA has expanded its Omniverse platform to boost industrial AI transformation, with major companies like General Motors and Unilever adopting the technology for various applications. Additionally, NVIDIA introduced the DGX SuperPOD, equipped with Blackwell Ultra GPUs, designed to provide advanced AI computing solutions across industries. This infrastructure is expected to significantly outperform previous systems, offering substantial increases in AI performance. The company also unveiled new AI models under the Cosmos platform, focusing on robotics and vehicle training, with industry players like Agility Robotics leveraging these models. Furthermore, NVIDIA has released the Llama Nemotron family of models to enhance AI reasoning capabilities, collaborating with companies such as Microsoft and SAP to integrate these models into their services. These recent developments highlight NVIDIA's ongoing efforts to advance AI technology across various sectors.

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NVIDIA unveils advanced AI infrastructure with Blackwell GPUs By Investing.com

SAN JOSE, Calif. - NVIDIA (NASDAQ: NVDA), a dominant force in the semiconductor industry with impressive revenue growth of 114% year-over-year to $130.5 billion, has announced the release of its new enterprise AI infrastructure, the NVIDIA DGX SuperPOD, equipped with NVIDIA Blackwell Ultra GPUs, which aims to provide cutting-edge AI computing for a range of industries. This latest development is designed to address the growing need for AI factory supercomputing capable of advanced agentic AI reasoning. According to InvestingPro, NVIDIA maintains a perfect Piotroski Score of 9, indicating exceptional financial strength and operational efficiency. The NVIDIA DGX SuperPOD integrates the new NVIDIA DGX GB300 and NVIDIA DGX B300 systems, which feature NVIDIA Grace Blackwell Ultra Superchips, combining CPUs and GPUs to enhance AI reasoning and token generation for AI applications. The DGX GB300 system, in particular, boasts a liquid-cooled architecture with 36 CPUs and 72 GPUs, designed for real-time responses in advanced reasoning models. The air-cooled DGX B300 variant is built to support the computational demands of generative and agentic AI applications across data centers. These systems are expected to significantly outperform their predecessors, with the DGX GB300 delivering up to 70 times more AI performance compared to NVIDIA Hopper systems. The DGX B300 systems are also noted for providing an 11x faster AI performance for inference tasks and a 4x speedup for training. This innovation comes as NVIDIA maintains an impressive 75% gross profit margin, demonstrating its ability to command premium pricing for its cutting-edge technology. For detailed analysis and over 20 additional key insights about NVIDIA, consider exploring the comprehensive Pro Research Report available on InvestingPro. To complement the hardware, NVIDIA has introduced NVIDIA Mission Control, an AI data center operation and orchestration software, and NVIDIA Instant AI Factory, a managed service that offers businesses preconfigured AI-ready data centers through a partnership with Equinix. This service is designed to streamline the deployment of AI infrastructure, reducing the time required for pre-deployment planning. NVIDIA's announcement comes amid a rapid advancement in AI technology, with companies seeking scalable solutions to meet the processing demands of reasoning AI. The NVIDIA DGX SuperPOD with DGX GB300 or DGX B300 systems is slated to be available from partners later in the year, and the NVIDIA Instant AI Factory service is expected to launch around the same time. This information is based on a press release statement from NVIDIA, the NASDAQ: NVDA-listed company recognized as a leader in accelerated computing. With a market capitalization of $2.84 trillion and robust financial health metrics, NVIDIA continues to demonstrate strong market leadership. Want to dive deeper into NVIDIA's valuation and growth prospects? InvestingPro offers exclusive access to advanced financial metrics, Fair Value calculations, and expert analysis that can help inform your investment decisions. In other recent news, NVIDIA has announced several significant developments across its product lines. The company introduced the RTX PRO Blackwell GPUs, which are designed to enhance performance in AI, technical, and creative fields with features like up to 96GB of GDDR7 memory. NVIDIA also unveiled the DGX Spark and DGX Station personal AI supercomputers, aimed at bringing advanced AI capabilities from data centers to desktops. These systems are equipped with NVIDIA's Grace Blackwell architecture, supporting large AI model development and deployment. Additionally, NVIDIA launched the Llama Nemotron AI reasoning models, which promise up to 20% accuracy improvements in complex tasks and are being integrated by companies like Microsoft and SAP. The GR00T N1 model for humanoid robots was also introduced, offering customizable reasoning and skill acquisition capabilities. This model is part of NVIDIA's broader initiative to address labor shortages through advanced robotics. NVIDIA's Cosmos platform has been enhanced with new world foundation models for AI development in robotics and autonomous vehicles. Companies like Agility Robotics and 1X are leveraging these models for synthetic data generation and robot training. Furthermore, NVIDIA is working with partners such as Google DeepMind to integrate SynthID for watermarking AI-generated outputs. These developments underscore NVIDIA's ongoing leadership in AI and accelerated computing.

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