In the past few weeks $NVIDIA (NVDA.US)$ The "decline is severe," with the PE even falling back to the levels before ChatGPT's emergence. Thus, the upcoming annual NVIDIA GTC conference on March 17 is naturally highly anticipated by Wall Street analysts.

In the view of Wedbush Analyst Dan Ives, this conference will be a "turning point for the USA Technology stocks to reverse their weakness," which is even more significant for NVIDIA, expecting the GTC conference to bring investors' focus back to the "AI revolution and high-tech spending." For NVIDIA, the GTC conference has always been a "showcase" to demonstrate transformative innovative technologies to the outside world, and Ives believes that this conference is expected to stimulate a rebound in NVIDIA's stock price.

Thornburg Investment Management Portfolio Manager Sean Sun also stated that the real story of NVIDIA lies in its fast pace of innovation, and the GTC conference will continue to prove NVIDIA's innovative capabilities.

At this NVIDIA GTC conference, there will be over 1,000 speeches and more than 300 live demonstrations covering fields such as Semiconductors, humanoid robots, Cybersecurity, Medical, and autonomous driving.

It is worth noting that according to NVIDIA's own website classification of industries, this year's NVIDIA GTC conference still has the largest number of "Medical Care/Life Sciences" related activities (112 sessions), while "Autos/Transportation" (66 sessions) and "High-Performance Computing/Scientific Computing" (61 sessions) come in second and third, respectively.

Based on various sources, NVIDIA's hardware updates will be a major highlight of this GTC conference.

The market anticipates that NVIDIA will release the next generation of chips, the Blackwell Ultra GB300 and B300 series. Among them, the B300 series is expected to offer higher computing performance and 8 sets of 12-Hi HBM3E. Industry insiders reveal that the GB300 may start shipping as early as May this year, accelerating the replacement of the GB200; in addition, the liquid cooling pipeline of the GB300 may be more numerous and denser than the GB200, with UQD usage being four times that of the GB200.

There are also industry insiders speculating that Jensen Huang may preview the product line following Rubin at the GTC conference, including the product roadmap for 2027.

Is there anything else worth paying attention to? Perhaps the following events:

Jensen Huang's keynote speech (Beijing time March 19, 1:00–3:00)

Without a doubt, the most anticipated event is Jensen Huang's keynote speech, scheduled for 10:00 AM to 12:00 PM on March 18 in The Pacific Daylight Time. At the GTC conference, Huang will present his keynote, and NVIDIA's official website indicates that he will 'Share how NVIDIA's accelerated computing platform drives the next wave of AI, Digital Twin, cloud technology, and sustainable computing.'

Cloud and Internet Online Chinese Special Session (Beijing time March 18, 9:30 AM - 5:00 PM)

China AI Day - The Cloud and Internet Online Chinese Special Session brings together many domestic cloud and Internet enterprises, including ByteDance, Volcano Engine, Alibaba Cloud, Baidu, ANT GROUP CO., LTD., JD.com, Meituan, Kuaishou, Baichuan Intelligent, Laye Technology, and Votee AI. They will share cutting-edge progress in large language models, multimodal large language models, data science, and search promotion, showcasing how to achieve production-level AI performance and efficiency improvements using cooperative optimization methods for software and hardware.

A New Era of General Robots: The Rise of Humanoid Robots (Beijing Time March 20 4:00–5:00)

NVIDIA stated that humanoid robots will become one of the largest deployments of general robots in Global history. At this event, NVIDIA's Chief Research Scientist/Senior Research Manager Jim Fan, Boston Dynamics' CTO Aaron Saunders, Skild AI CEO and Co-founder Deepak Pathak, Tiffintech Software Development developer and founder Tiffany Janzen, Agility Robotics CTO Pras Velagapudi, and 1X CEO and founder Bernt Børnich will be present to envision the future of humanoid robots and discuss related foundational models, simulation technologies, and computing technologies.

The Frontier of AI and Computing (Beijing Time March 19 5:00-5:40)

NVIDIA's Chief Scientist and Senior Vice President of Research Bill Dally will join forces with Meta's Chief AI Scientist and NYU professor Yann LeCun to explore the future of AI models, Hardware accelerators, and the evolving landscape of computing. The discussion will cover: the next breakthroughs in deep learning and AI architecture, how Hardware innovation drives AI efficiency and scalability, and the challenges of training large-scale models and real-time AI inference.

Quantum Computing: Where We Are and Where We Are Going (Beijing Time March 21 1:00-3:00)

Jensen Huang will discuss the current technical status, potential, and future development directions of Quantum Computing with executives from the quantum industry. Relevant companies include Alice & Bob, Atom Computing, $D-Wave Quantum (QBTS.US)$ Infleqtion, $IonQ Inc (IONQ.US)$ Pasqal, PsiQuantum, Quantinuum, Quantum Circuits, QuEra Computing, $Rigetti Computing (RGTI.US)$ SEEQC. It is worth mentioning that this is also NVIDIA's first "Quantum Day" event.

The top global AI summit, NVIDIA GTC conference, will kick off at 3:00 PM local time on March 17. At 1:00 AM Beijing time on March 19, CEO Jensen Huang will deliver a live speech focusing on AI agents, robotics technology, and the future development of accelerated computing. The broadcast will be simultaneously live-streamed in the Futubull circle, mooers should not miss this major event!

NVIDIA GTC 2025 keynote speech

Mar 18 17:00

Book

Is Quantum Computing expected to become very popular? Make good use of the "Investment Theme" feature, open Futubull > USA Stocks > Investment Theme >Quantum Computing Concept, and capture investment opportunities!

Editor/Somer