① NVIDIA will hold the GTC 2025 conference in San Jose, California, USA, from March 17 to 21; ② NVIDIA CEO Jensen Huang will give a keynote speech at midnight on March 19, where the GB300 and B300 series chips are expected to be announced; ③ Additionally, the conference will also feature a specific session for China AI Day and the debut of "Quantum Day."
According to the Financial Association on March 12, local time from March 17 to 21, $NVIDIA (NVDA.US)$ the Global AI Industry Summit - GTC 2025 will be held in San Jose, California, USA. It is expected that 25,000 participants will attend the event on-site, and an additional 0.3 million participants will join online.
According to the company's official website, at this GTC conference, there will be more than 1,000 speeches and over 300 live demonstrations, showcasing how NVIDIA's AI and accelerated computing platform addresses some of the world's most important and challenging issues, including climate research, medical care, Internet security, humanoid robot technology, and autonomous driving.
Of course, the highlight will be the speech by NVIDIA CEO Jensen Huang. At midnight on March 19, Beijing time, Huang will deliver a keynote speech focused on AI agents, robotics technology, and the future development of accelerated computing.
The Financial Associated Press has summarized several highlights of this GTC conference for you.
The GB300 and B300 are about to be released.
At last year's GTC conference, NVIDIA announced the Blackwell AI platform, which caused a stir in the market. Although there were some obstacles in the mass production of Blackwell last year, Jensen Huang stated in a recent Earnings Report call that Blackwell has "successfully achieved" large-scale production and generated billions of dollars in sales during the first quarter.
During the Earnings Report conference call, Jensen Huang also previewed: at this year's GTC, he "has some very exciting things to share."
The market is widely anticipating that NVIDIA's next-generation chip - the Blackwell Ultra GB300 and B300 series chips will be unveiled at this year's GTC conference, becoming one of the highlights of the event.
The mid-term update of the Blackwell architecture is expected to show significant improvements over its predecessors. The B300 series is anticipated to offer higher computing performance and 8 sets of 12-Hi HBM3E memory, providing up to 288GB of onboard memory. Rumor has it that performance of the B300 has improved by 50% compared to the B200 series. Industry insiders reveal that the GB300 may start shipping as early as May, accelerating the replacement of the GB200.
In addition, market analysts suggest that due to higher power consumption and cooling requirements, NVIDIA will abandon traditional air cooling solutions and fully adopt liquid cooling technology, which will not only drive a surge in the usage of liquid cooling plates and liquid cooling quick connectors, but also mark the arrival of the 'second cooling revolution.' Reports indicate that the liquid cooling pipelines of the GB300 are more numerous and denser than those of the GB200, with UQD usage being four times that of the GB200.
Is there a preview of the 2027 product roadmap?
This year's GTC will certainly not showcase just one product line; NVIDIA is expected to update information regarding its next-generation AI chip architecture platform, Vera Rubin.
Last June, Huang Renxun first revealed information about the Rubin platform, which is expected to be officially unveiled in 2026, representing a significant step toward achieving general artificial intelligence (AGI).
It is rumored that the Rubin platform will be equipped with 8 sets of HBM4E memory, offering up to 288GB of memory, as well as a Vera CPU, a NVLink 6 Switch running at 3600 GB/s, and a CX9 network card and X1600 Switch supporting 1600 Gb/s. Huang Renxun has previously hinted at the transformative potential of the Rubin architecture, claiming significant leaps in performance and functionality.
Industry insiders also speculate that Huang Renxun may preview the product lines after Rubin, including the 2027 product roadmap, at the GTC conference.
One of the rumors is about the rumored Rubin Ultra. The outside world expects this product line to be released in 2027, and this product may further break the boundaries of GPU design, possibly containing 12 HBM4E memory stacks. This is a significant increase from the 8 stacks used in previous generations, potentially offering up to 576GB of total memory.
Will China AI Day spark a new wave of "China fever"?
This GTC 2025 conference will also hold China AI Day — a cloud and internet online session in Chinese, scheduled to start streaming at 9:30 AM Beijing time on March 18.
This China AI Day session gathers several domestic cloud and internet companies, including ByteDance, Volcano Engine, Alibaba Cloud, Baidu, ANT GROUP CO., LTD., JD.com, Meituan, Kuaishou, Baichuan Intelligence, Laiye Technology, and Votee AI.
They will share cutting-edge progress in large language models, multimodal large language models, data science, and marketing, demonstrating how to achieve production-level AI performance and efficiency improvements through a software and hardware collaborative optimization approach.
This grand event can be said to be a concentrated display of the development of artificial intelligence technology in the country. As China's stock market is experiencing a strong surge due to the AI boom, the global market will also pay close attention to the technological innovations and application breakthroughs of Chinese companies in the AI field.
Is the introduction of "Quantum Day" for the first time an apology to the industry?
This year, NVIDIA also introduced "Quantum Day" (March 20) for the first time, focusing on the current status and future development of quantum computing, and inviting industry leaders like D-Wave and IonQ to discuss the applications of quantum technology.
It is worth mentioning that in January of this year, Jensen Huang had just stated that quantum computing will not be "very useful" in the next 20 years:
"If you say that quantum computing is still 15 years away from application, that might be early," Jensen Huang said at the time, "If you say it will take another 30 years, that might be too late. Many people believe it will happen in about 20 years."
These comments once led to a sharp decline in U.S. stocks related to quantum computing and sparked rebuttals from some proponents of quantum computing in the industry.
Now, NVIDIA is grandly convening industry leaders to discuss this technology. Thus, some industry insiders believe that NVIDIA's decision to hold the first Quantum Day can be interpreted as a kind of "apology".
They believe that this event should not merely be seen as a simple industry gathering but should be interpreted as a gesture towards the quantum computing community, indicating that NVIDIA is readjusting its stance and quickly recognizing the potential of quantum computing.
Can GTC revive NVIDIA's stock price?
Although NVIDIA's leading position in the Global AI field remains unshakeable, under the pressure of Trump-era tariffs and the recent threat of an economic recession in the USA, Wall Street has been selling off stocks of American tech giants, and NVIDIA has not avoided this misfortune—this has caused the company's valuation to fall to its lowest level in years.
As of the close on March 11, NVIDIA's stock price has plummeted by 19.01% this year, with a market cap of 2.65 trillion USD. This means the stock's PE for the next 12 months has fallen to around 23 times, far below the approximately 35 times in January and significantly lower than the nearly 70 times level in May 2023, and even visibly below the level when ChatGPT was first released in November 2022 (in the range of 40 to 45).
Therefore, whether this GTC conference can become an opportunity for NVIDIA's stock price to recover is worth the market's anticipation.
Ben Reitzes, Managing Director at Melius Research, believes that the risks faced by NVIDIA have largely been absorbed by the market, and there is a disconnect between the company’s valuation and its long-term growth potential. Against this background, the GTC conference may allow the market to re-recognize the company's value, "We remain very optimistic."
Other Wall Street analysts are also quite optimistic about the GTC conference. Jefferies analysts stated in a report that the upcoming GTC conference will "be another positive catalyst, helping to solidify Blackwell's performance advantage and laying the framework for continued AI spending, especially in inference."
Gabelli Funds Portfolio Manager John Belton expects that this GTC conference will "make the market excited about all the products in NVIDIA's product line."
Sean Sun, Portfolio Manager at Thornburg Investment Management, also shares a similar view, stating that NVIDIA's "real story lies in its rapid pace of innovation." "And the GTC conference will continue to demonstrate NVIDIA's innovative capabilities."
Editor/jayden
