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Takeaways
- Nvidia’s GPU Technology Conference will begin in San Jose on Monday. On Tuesday, CEO Jensen Huang will deliver a keynote speech.
- Investors will be watching for updates on Nvidia's Blackwell Ultra chips, as well as its next-generation Rubin architecture.
- The chipmaker's stock has struggled in 2025, creating a "compelling valuation" ahead of the conference, one analyst said.
Nvidia (NVDA), a leading GPU technology company, will kick off its week-long GPU Technology Conference on Monday in San Jose. On Tuesday, CEO Jensen Huang will deliver a keynote speech.
Investors and analysts are likely to be interested in the latest artificial intelligence chips from the company, as well as upcoming releases and developments in gaming or robotics.
The AI chipmaker expects to showcase its Blackwell Ultra GB300 chipset family, which Deutsche Bank analysts stated is expected to deliver significantly higher performance and over 50% more memory than its earlier Blackwell offerings. Analysts will focus on the timing of GB300’s rollout, especially as Nvidia has experienced delays in fully ramping Blackwell up.
Nvidia may also provide more information on its Rubin GPU – the successor to Blackwell, expected in 2026 – along with the Vera CPU and Rubin Vera Platform. Analysts said that Huang’s keynote may have provided a few clues about what lies beyond Rubin.
Analysts at Bank of America noted that GTC is taking place as Nvidia stock has dropped nearly 10% in 2025. This creates a “compelling value” going into the conference. The analysts reiterated the “buy” recommendation and $200 price goal, which is above Visible Alpha’s average. The consensus price target of $177 represents a 45% gain over Nvidia’s Friday closing price of $121.67.
UPDATE—March 14, 2025: This article has been updated since it was first published to reflect more recent share price values.
