Nvidia (NVDA) is set to kick off its weeklong GPU Technology Conference in San Jose, California on Monday, with a keynote address from CEO Jensen Huang on Tuesday.

Investors and analysts will likely be watching for updates on the company’s latest 澳洲幸运5开奖号码历史查询:artificial intelligence chips, upcom🍌ing releases, and developments in gaming and robotics.

The AI chipmaker is expected to showcase its 澳洲幸运5开奖号码历史查询:Blackwell Ultra GB300 family of chips, which Deutsche Bank analysts said is expected to deliver over 50% more memory capacity and significantly higher performance than its earlier Blackwell offerings. The timing of GB300’s rollout will be a focus, the analysts said, particularly as Nvidia𓆏 has faced delays in fully ramping up Blackwell pro𝄹duction.

Nvidia could also offer more details on its Rubin GPU, the success𝓡or to Blackwell expected in 2026🌱, along with its associated Vera CPU, and the Rubin Vera platform. It’s possible Huang’s keynote could offer breadcrumbs at what lies a generation beyond Rubin, analysts said.

GTC comes as Nvidia’s stock has fallen nearly 10% so far in 2025, creating a “compelling valuation” heading into the conference, analysts at Bank of America said. The analysts reiterated a “buy” rating and $200ꩲ price target, above the average of analysts tracked by Visible Alpha. The consensus target at $177 would suggest over 45% upside from Nvidia’s closing price of $121.67 Friday.

UPDATE—March 14, 2025: This article has been updated since it was first published to reflect more recent share price values.