What To Expect From Nvidia’s GPU Technology Conference | Global News Avenue

nvidia(NVDA) will be held Monday at a week-long GPU technology conference in San Jose, California, with a keynote speech by CEO Jensen Huang on Tuesday.

Investors and analysts may be watching the latest company information AI Chips for gaming and robotics, upcoming releases and developments.

AI chipmakers are expected to showcase their Blackwell Ultra GB300 chip family, and Deutsche Bank Analysts said it is expected to make the chip more than 50% memory capacity and be higher than its earlier Blackwell products. Analysts say the launch time of the GB300 will be the focus, especially as Nvidia faces delays in fully increasing Blackwell production.

NVIDIA can also provide more details about its Rubin GPU, the expected successor to Blackwell in 2026, and its associated Vera CPUs and Rubin Vera platforms. Analysts say Huang’s keynote could provide bread crumbs on a generation outside of Rubin.

Analysts at Bank of America say GTC is coming because NVIDIA’s stock has fallen 10% so far in 2025 and has created a “engaging valuation” entering the conference. Analysts reiterated their “buy” rating and a $200 price target, above the average for analysts with visible alpha. The consensus target is $177, which suggests more than 45% upside compared to NVIDIA’s additional price of $120.87 on Friday.