Overview

• Nvidia's GTC 2025 conference is underway, with CEO Jensen Huang's keynote scheduled for March 18, where major announcements on the Blackwell Ultra GPU and Vera Rubin platform are anticipated.
• The Blackwell Ultra GPU, set for release in the second half of 2025, promises enhanced performance and increased memory capacity, addressing earlier production delays.
• The Vera Rubin platform, expected in 2026, is described as a significant leap in computing power, with further details likely to be shared during the event.
• Nvidia's first-ever 'Quantum Day' on March 20 will feature discussions with industry leaders about advancements and future applications in quantum computing.
• Amidst declining stock performance and competition from China's DeepSeek, Nvidia aims to reassure investors by highlighting its leadership in AI, robotics, and autonomous technologies.