Main to remember
- NVIDIA is expected to launch its one -week GPU technology conference in San Jose, California on Monday, with a main address by CEO Jensen Huang on Tuesday.
- Investors will monitor updates on the Blackwell ultra chips in Nvidia, as well as its new generation Rubin architecture.
- The stock of the flea manufacturer had trouble in 2025, creating a “convincing evaluation” before the conference, said an analyst.
NVIDIA (Nvda) is expected to launch its one -week GPU technology conference in San Jose, California on Monday, with a main address by CEO Jensen Huang on Tuesday.
Investors and analysts will probably monitor updates on the latest artificial intelligence Chips, upcoming versions and developments in games and robotics.
The flea manufacturer AI should present his Blackwell Ultra GB300 Family of Chips, which, according to Deutsche Bank analysts, should offer more than 50% more memory capacity and much higher performance than its previous Blackwell offers. The timing of the deployment of GB300 will be an objective, according to analysts, in particular as Nvidia has been confronted with delays to fully increase the production of Blackwell.
Nvidia could also offer more details on his GPU Rubin, the Blackwell successor expected in 2026, as well as his CPU Vera Associé and the Rubin Vera platform. Huang’s opening may offer breadcrumbs on what is a generation beyond Rubin, analysts said.
The GTC occurs while Nvidia’s actions have dropped by almost 10% until now in 2025, creating a “convincing evaluation” before the conference, Bank of America said. Analysts reiterated a “buying” note and a price target of $ 200, higher than the average of analysts followed by Visible Alpha. The consensual objective at $ 177 would suggest more than 45% of the NVIDIA fence price of $ 121.67 Friday.
Update – March 14, 2025: This article has been updated since its publication to reflect the values of more recent shares prices.