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官方开奖结果体彩网:artificial intelligence chips, upcoming releases, 🍒and developments in g💞aming and robotics.

The AI chipmaker is expected to showcase its 澳洲幸运5官方开奖结果体彩网: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 an♏alysts said, particularly as Nvidia has faced delays in fully ramping up Blackwell production.

Nvidi🎶a could also offer more details on its Rubin GPU, the successor 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 $200 price target, above the average of analysts tracked by Visible Alpha. The consensus target at $177 would suggest over 45% upside fromꦆ 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.