Nvidia's Major AI Event: Anticipation for Stock Movement from March 18 to March 21

Investors are eagerly awaiting the outcome of Nvidia's flagship GPU Technology Conference (GTC) 2025, which is set to take place from March 18 to March 21 at the San Jose Convention Center in California. Last year, the GTC event significantly boosted Nvidia's stock prices, and many are hoping for a similar effect this year.

The GTC is recognized as one of the most important AI events globally, drawing approximately 25,000 in-person attendees and an estimated 300,000 virtual viewers. The highlight of the conference will be the keynote address delivered by Nvidia's CEO, Jensen Huang, on March 18 at the SAP Center. Those unable to attend in person will have the opportunity to watch the keynote live online at Nvidia's investor relations website.

Last year's GTC saw a modest positive impact on Nvidia's stock, which encourages investors to anticipate another increase following this year's announcements and developments. As of March 14, Nvidia's stock is approximately 18.6% below its all-time closing high, reached in early January 2025, creating a sense of urgency among investors.

What to Expect at GTC 2025

During GTC 2025, investors expect Nvidia to unveil various new products and partnerships targeting its main markets: data centers, gaming, automotive/robotics, and professional visualization. Notably, the data center segment is likely to dominate discussions, as it constitutes Nvidia's largest and fastest-growing business segment, heavily focused on AI applications.

In its latest fiscal quarter, the data center platform accounted for 90.5% of Nvidia's total revenue, with gaming, automotive/robotics, and professional visualization contributing only 6.5%, 1.4%, and 1.3%, respectively. For those keeping an eye on product launches, Nvidia is expected to detail its next-generation graphics processing units (GPUs), namely Blackwell Ultra and Rubin. The Blackwell Ultra is anticipated to launch in the latter half of 2025, while the Rubin, which introduces a new architecture, is set for release in 2026.

Demand for previous Nvidia generations has been remarkable, with Huang emphasizing the extraordinary interest in Blackwell chips during a recent earnings call. Investors are likely to be optimistic about similar enthusiasm for both Blackwell Ultra and Rubin.

Renowned Speakers and Topics of Interest

The GTC event will feature an impressive lineup of speakers from major technology firms, startups, and academic institutions. Among the well-known participants are representatives from big tech companies and emerging startups, including OpenAI, which gained fame with the launch of its GPT chatbot that spotlighted the capabilities of generative AI. This surge in interest has led many firms to seek Nvidia GPUs to enhance their AI integrations.

For those focused on autonomous vehicles, noteworthy speakers include RJ Scaringe, founder and CEO of Rivian, and Drago Anguelov, Vice President of Research at Waymo, a subsidiary of Alphabet.

Special Focus on Quantum Day

A unique aspect of GTC 2025 is the introduction of Quantum Day, taking place on March 20. Jensen Huang will moderate discussions with leaders from the quantum computing field. The promise of quantum computing lies in its potential to tackle challenges that traditional computers struggle with, and Nvidia's endeavors in this space aim to combine classical GPUs with quantum chips to create advanced computing solutions.

As Nvidia prepares for the exciting announcements and presentations at GTC 2025, all eyes will be on the stock's performance, as many investors hope to see a similar surge as experienced in previous years.

Nvidia, GTC, AI