Nvidia's Major AI Conference: Anticipations for Stock Performance in March

Nvidia is gearing up for its significant GPU Technology Conference (GTC) 2025, running March 18 through March 21 at the San Jose Convention Center in California, an area known for its tech advancements. This event is anticipated to be the world’s leading artificial intelligence (AI) event, with around 25,000 individuals expected to attend in person and an additional 300,000 participating virtually.

Nvidia's CEO, Jensen Huang, will present the keynote address at the SAP Center in San Jose on Tuesday, March 18, starting at 10 a.m. PT/1 p.m. ET. For those unable to attend, the keynote will be streamed live and will also be available to watch later on Nvidia's investor relations website.

The stock price for Nvidia saw a modest increase following last year's GTC, which gives investors hope for a similar outcome this year despite a pullback in stock performance. Currently, Nvidia's shares are about 18.6% lower than their all-time high recorded on January 6.

What Can Investors Expect from GTC 2025?

During the GTC 2025, Nvidia is expected to reveal a variety of new products and establish partnerships across its primary markets, which include data centers, gaming, automotive/robotics, and professional visualization. The data center segment is likely to dominate discussions, as it represents Nvidia's largest and fastest-growing business, particularly important for advancements in AI.

In the first quarter of fiscal 2026, the data center platform brought in an impressive 90.5% of Nvidia’s total revenue, with gaming contributing 6.5%, automotive/robotics at 1.4%, and professional visualization at 1.3%. Together, these figures underscore the data center as a pivotal area for the company.

Investors can anticipate announcements regarding Nvidia’s upcoming generations of graphics processing units (GPUs), specifically the Blackwell Ultra and Rubin. The Blackwell Ultra series is set to launch in the latter half of this year, while the Rubin series, which will feature a new architecture, is expected in 2026. Nvidia has increased its new product releases to an annual basis, moving away from the previous biennial schedule.

Huang has noted strong demand for the current Blackwell chips, suggesting that the Blackwell Ultra and Rubin will likely see similar enthusiasm from the market.

Notable Speakers at GTC 2025

The conference will feature an impressive roster of speakers from various fields:

• Industry leaders from Nvidia and prominent tech companies, with many likely discussing how they use Nvidia technologies for AI.
• Innovative start-ups like OpenAI, recognized for their development of generative AI technologies.
• Academic experts and government officials involved in AI and related fields.

For those interested in autonomous vehicles, notable speakers include RJ Scaringe, CEO of Rivian, and Drago Anguelov, head of research at Waymo, reflecting the growing importance of tech in the automotive sector.

The discussions around robotics are particularly exciting, as the field is rapidly advancing and is expected to be a key area of development moving forward.

Introducing Quantum Day

Nvidia will also introduce its inaugural Quantum Day on March 20, featuring a panel of leaders from the quantum computing sector from 10 a.m. to 12 p.m. PT. This session will be streamed live and made available afterward.

Quantum computing holds the potential to tackle problems beyond the capabilities of current computers, yet there remain significant challenges to overcome. Nvidia is collaborating with partners to explore hybrid technologies that combine classical chips with quantum chips.

As GTC 2025 approaches, stakeholders are eager to see how the innovations and insights shared at the event will influence Nvidia's stock and the wider technology landscape moving forward.

Nvidia, GTC, Stock