Overview

• Nvidia's annual GTC conference begins today, with CEO Jensen Huang's keynote scheduled for March 18 to outline the company's technological roadmap.
• The company is expected to announce details of its next-generation Vera Rubin superchip, which could begin mass production later this year, though this remains unconfirmed.
• Nvidia faces increasing competition in the AI inference market, with startups and rivals like AMD developing chips that promise lower costs and energy consumption.
• The event will also highlight Nvidia's focus on quantum computing and robotics, with updates anticipated in areas like humanoid robotics and autonomous vehicles.
• Investors are closely monitoring production timelines for Nvidia's new GPUs, as delays with previous products have impacted the company's margins and stock performance.