Nvidia’s annual GPU Technology Conference (GTC) begins today, drawing over 25,000 attendees eager to hear CEO Jensen Huang’s highly anticipated keynote speech.
The event, held at a National Hockey League arena in San Jose, California, is expected to showcase Nvidia’s latest advancements in artificial intelligence, robotics, and computing.
A notable lineup of industry figures, including Michael Dell, CEO of Dell Technologies, Jeffrey Katzenberg, co-founder of DreamWorks, and Bill McDermott, CEO of ServiceNow, will be present.
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Huang, known for his captivating stage presence, teased the keynote by telling CNBC, “Everybody thinks they know what I’m going to talk about. They have no idea … unbelievable stuff we’re going to talk about.”
Blackwell Ultra GB300 AI chip platform and Vera Rubin
Huang is expected to introduce the Blackwell Ultra GB300 AI chip platform, scheduled for release this fall, as well as Nvidia’s next-generation AI graphics processor, Vera Rubin, which is slated for a 2026 launch.
These announcements come amid heightened investor scrutiny, with Nvidia’s stock experiencing notable fluctuations in recent months.
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Beyond chips, Nvidia is also expected to highlight advancements in AI-powered autonomous systems, humanoid robots, and quantum computing.
The company has positioned itself at the forefront of AI innovation, supplying the chips that power large-scale AI models used by Microsoft, Google, and other tech giants.
Huang expected to reassure investors on AI’s future
Even as tech giants such as Microsoft, Amazon, and Meta have invested billions in AI infrastructure, generative AI’s rapid growth has sparked concerns over sustainability with some analysts questioning whether these expenditures will generate enough revenue to justify their costs.
The rise of DeepSeek has further intensified these discussions with the Chinese firm’s ability to develop a competitive AI system with limited Nvidia hardware.
“At Nvidia GTC, Mr. Huang will seek to reassure people that AI will deliver on its potential,” said Patrick Moorhead, founder of Moor Insights & Strategy, a tech research firm.
He is likely to highlight AI agents—autonomous systems capable of handling complex tasks like online shopping and personal assistance—as well as the future of humanoid robots designed to navigate real-world environments.
Additionally, Nvidia’s upcoming Rubin AI chip platform is anticipated to offer substantial performance improvements, potentially delivering up to 30 times faster processing speeds.
Such advancements could solidify Nvidia’s leadership in the AI space and alleviate investor fears about slowing demand.
NVDA stock volatility and analysts’ expectations
Despite its dominant position in AI, Nvidia’s stock has faced significant swings in 2025.
Shares initially surged to a record high of $149 in January before tumbling due to concerns over a potential AI market slowdown.
In one of the sharpest declines, Nvidia lost nearly $600 billion in market capitalization after DeepSeek demonstrated a cutting-edge model using far fewer Nvidia chips than expected.
Investors are now looking for signs of sustained demand for Nvidia’s Blackwell AI chips and potential long-term customer commitments.
Wall Street analysts remain largely bullish, with Wedbush’s Dan Ives calling the GTC event a potential “wake-up moment” for tech bulls.
“We believe this week’s Nvidia GTC Conference will be a turning point for tech stocks as the Street starts to refocus on the AI Revolution and the massive tech spending ahead for the coming years,” Ives wrote in a note.
Truist analyst Will Stein echoed similar sentiments, maintaining a “Buy” rating on Nvidia and a $205 price target.
However, he acknowledged that some investors remain concerned about a potential downturn if AI computing capacity reaches saturation. He said,
“The biggest investor concern (that was magnified by DeepSeek (private)) is that NVDA’s customers are deploying too much AI compute capacity today, and that customers will subsequently enter a period of digestion, causing a cyclical downturn. To us, this dynamic is a certainty; the only question is on timing.”
“We continue to view NVDA as *the* AI company. Its leadership position is owing less to the architecture, speed, or performance of its chips, and more to the results of its culture of innovation, ecosystem of incumbency, and massive ongoing investment in software, training models, and services,” he said.
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