NVIDIA GPU Technology Conference 2025: New AI chips on the anvil

NVIDIA GPU Technology Conference 2025: New AI chips on the anvil

  • 17.03.2025 11:56
  • cnbctv18.com
  • Keywords: AI, GPU

NVIDIA's GTC 2025 conference in San Jose will feature Jensen Huang's keynote on new AI chips like Blackwell Ultra GB300 and Rubin Vera platform. Amid stock declines and competition, NVIDIA aims to showcase innovations to reclaim tech leadership.

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Estimated market influence

NVIDIA

NVIDIA

Negativesentiment_dissatisfied
Analyst rating: Strong buy

Stock prices have fallen nearly 10%

Microsoft

Microsoft

Positivesentiment_satisfied
Analyst rating: Strong buy

Participating in quantum computing discussion with NVIDIA's Jensen Huang

Amazon

Amazon

Positivesentiment_satisfied
Analyst rating: Strong buy

Participating in quantum computing discussion with NVIDIA's Jensen Huang

Context

NVIDIA GPU Technology Conference 2025: Business Insights and Market Implications

Key Highlights from GTC 2025

  • Date and Location: The conference will take place in San Jose, California, with Jensen Huang’s keynote on January 23, 2024, at 10 am PT (10:30 pm IST).
  • Expected Announcements:
    • Blackwell Ultra GB300 Chips: Anticipated to offer over 50% more memory capacity and improved performance compared to previous Blackwell models.
    • Rubin GPU and Vera CPU: Next-generation architecture for AI and computing, set for release in 2026.
    • Quantum Computing Collaboration: Discussions with major tech companies like Microsoft and Amazon.

Market Trends

  • AI and Semiconductor Growth: NVIDIA is a key player in the rapidly expanding AI and semiconductor markets, facing increasing competition.
  • Stock Performance: NVIDIA’s stock has dropped nearly 10%, following challenges with RTX product launches and criticism of its AI-driven gaming technologies.
  • Valuation: Bank of America maintains a buy rating with a price target of $200, significantly above the closing price of $121.67.

Competitive Landscape

  • Intensifying Competition: NVIDIA is under pressure to innovate and maintain its leadership in cutting-edge technology.
  • Strategic Announcements: The GTC 2025 conference is seen as a critical opportunity for NVIDIA to regain momentum and differentiate itself from competitors.

Strategic Considerations

  • Long-Term Roadmap: Speculation about potential announcements beyond the Rubin architecture hints at NVIDIA’s long-term strategic vision.
  • Partnerships in Quantum Computing: Collaborations with major tech companies like Microsoft and Amazon could strengthen NVIDIA’s position in emerging technologies.

Long-Term Implications

  • AI and Computing Capabilities: The Rubin Vera platform is expected to represent a significant leap forward in AI and computing, positioning NVIDIA for sustained growth.
  • Quantum Computing Impact: Potential advancements in quantum computing could have far-reaching implications for industries like healthcare, robotics, and agentic AI.

Financial Context

  • Analyst Sentiment: Despite the stock drop, analysts view NVIDIA’s valuation as “compelling,” suggesting long-term potential for investors.

This analysis highlights NVIDIA’s strategic position in the tech industry, its challenges, and the importance of GTC 2025 in shaping its future trajectory.