The Hong Kong Wande Communications reported that from March 17 to 21 local time, $NVIDIA (NVDA.US)$ the annual GTC conference will be held in San Jose, California, USA. As a top summit in the global AI community, it is expected to attract 25,000 on-site attendees, with an additional 0.3 million attendees participating online. This conference serves as a platform for NVIDIA to showcase technological innovations, which will significantly impact the global Technology industry landscape and Capital Markets.

The launch of the new generation of chips becomes the focus.

During NVIDIA's recent Earnings Reports conference call, its CEO, Huang Renxun, confirmed that the upcoming Blackwell Ultra, which is codenamed BlackwellB300 series, is planned for release in the second half of this year. In addition to higher computing performance, the Blackwell Ultra card will also feature more memory (288GB), which is an attractive feature for customers looking to run and train memory-intensive AI models.

NVIDIA's next-generation GPU series, Rubin, will almost certainly be mentioned alongside Blackwell Ultra at GTC. Rubin is set to launch in 2026, promising a "huge, huge, huge improvement" in computing power, as described by Huang Renxun.

Huang Renxun recently stated that Rubin products will also be discussed at GTC. This may include the Rubin Ultra GPU or a GPU architecture following the Rubin series. (These chips are named after astronomer Vera Rubin, who discovered dark matter.)

Huang Renxun mentioned recently that Blackwell has successfully achieved mass production and generated billions of dollars in sales in the first quarter.

Technological innovation is blossoming in multiple areas.

At 12:00 a.m. on March 19, Beijing time, Jensen Huang will deliver a keynote speech focusing on the future development of AI agents, robotic technology, and accelerated computing.

According to official disclosures and industry forecasts, the technology demonstrations at this conference will cover various fields including Semiconductors, Robotics, Autonomous Driving, and Medical. In terms of Communications technology, NVIDIA is expected to release a CPO (Co-Packaged Optics) Switch that supports 115.2 Tbps signal transmission. This technology packages the optical module directly with the switch chip, reducing the transmission distance of electrical signals, significantly lowering power consumption and latency, and is currently in the testing phase at companies such as Google and Amazon.

In the Energy management sector, in response to the high power requirements of the next generation of AI Servers, NVIDIA may collaborate with Delta, Lite-On, and other companies to introduce a 400V/800V high-voltage Direct Current (HVDC) power supply solution, which is more efficient than traditional UPS systems, structurally simpler, and occupies about 30% less space.

Regarding thermal management technology, as the thermal design power (TDP) of the B300 chip increases from 1200W to 1400W, NVIDIA's GB300 series Servers may fully adopt cold plate liquid cooling technology, with immersion liquid cooling solutions expected to become a long-term development direction to meet cooling demands, reduce operation and maintenance costs, and improve energy efficiency ratios.

In terms of Hardware architecture, in the NVL288 cabinet solution, the PCB (Printed Circuit Board) of the computing unit returns to the early HGX's UBB+OAM architecture, evolving towards high density and high integration, driving growth in the demand for high-density interconnect boards (HDI) and high-layer boards.

International investment banks hope that the GTC conference will reverse the downturn in Technology stocks.

Wells Fargo & Co Analyst Aaron Rakers stated before the conference that the significant drop in NVIDIA's stock price in recent weeks presents a "Buy opportunity," assigning a "Shareholding" rating with a Target Price of $185. He pointed out that over the past five years, NVIDIA's stock performance during the week of the GTC conference and the two weeks following was 7 percentage points and 2.4 percentage points higher than the PHLX Semiconductor Index, with average ROIs of 6.4% and 4.5% respectively, and the current stock price is approximately 35% lower than the average PE ratio of the past three years. Rakers expects the conference to discuss topics including the launch of CPO, Blackwell Ultra (GB300), the extension of after-training and testing time, Spectrum UltraX800, and the expansion of NVIDIA NVLink.

Wedbush Analyst Dan Ives believes that this NVIDIA GTC conference will be a "turning point" for USA Technology stocks to reverse their weakness. It is expected that the conference will shift investors' focus back to the "AI revolution and high technology spending," likely stimulating a rise in NVIDIA's stock price. Currently, technology stocks are heavily influenced by tariff pressures, concerns over economic recession, and other factors, leading to a strong negative sentiment in the market. As a leading enterprise in the AI field, the technical innovations and future development plans demonstrated by NVIDIA at the conference may reignite the market.

Jefferies Financial analysts stated in a report that the upcoming GTC conference will "be another positive catalyst that helps consolidate Blackwell's performance advantages and lays the foundation for continued AI spending, particularly in reasoning." As AI applications continue to expand, the demand for computing power in reasoning scenarios is growing, and NVIDIA's technical layout and product releases in this area will provide important guidance for market development, driving investments across various segments of the Industry Chain in the AI reasoning field.

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

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