Overview
- Nvidia CEO Jensen Huang will deliver the keynote address at the GPU Technology Conference today at 1 p.m. ET in San Jose, California.
- The keynote is anticipated to showcase the Blackwell Ultra GB300 chips, reportedly offering over 50% more memory capacity and enhanced performance.
- Details on the Rubin semiconductors, expected to succeed Blackwell chips in 2026, may also be revealed during the presentation.
- Analysts view the conference as a critical moment for Nvidia to reaffirm its leadership in AI technology and reinvigorate investor confidence following recent stock declines.
- Key themes of the address are expected to include advancements in robotics, autonomous systems, and the broader implications of AI-driven enterprise applications.