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Takeaways from the Key Takeaways
- Nvidia CEO Jensen Huang is set to give an address at the artificial intelligence chipmaker’s GPU Technology Conference today, with investors watching for updates on the company's latest chips and developments in gaming and robotics.
- Nvidia may also reveal details about its next-generation Rubin semiconductors and its Blackwell Ultra GB300 chip family.
- Nvidia’s shares have gained 36% over the past year, but their value has dropped by 10% since 2025. The stock dropped early Tuesday.
Nvidia (NVDA), CEO Jensen Huang, is scheduled to deliver a keynote address at the artificial Intelligence chipmaker’s GPU Technology Conference on today. Investors will be watching for updates about the company’s newest products and developments in gaming and robots.
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’s shares have been down by about 3% recently.
According to analysts at Deutsche Bank, Nvidia will also be showcasing its Blackwell Ultra GB300 chip family, which could offer over 50% more memory and a significantly better performance than earlier chips.
Nvidia might also reveal more details about its next generation of chips, Rubin. This is expected to replace Blackwell Semiconductors in 2026 along with the Rubin Vera CPU platform and its associated Vera CPU.
Nvidia shares gained over 36% in the last 12 months, but lost more than 10% of their value by Monday 2025.