Nvidia (NVDA) is ready to kick off its weeklong GPU Expertise Convention in San Jose, California on Monday, with a keynote handle from CEO Jensen Huang on Tuesday.

Buyers and analysts will probably be anticipating updates on the corporate’s newest artificial intelligence chips, upcoming releases, and developments in gaming and robotics.

The AI chipmaker is predicted to showcase its Blackwell Ultra GB300 household of chips, which Deutsche Financial institution analysts stated is predicted to ship over 50% extra reminiscence capability and considerably larger efficiency than its earlier Blackwell choices. The timing of GB300’s rollout will likely be a spotlight, the analysts stated, notably as Nvidia has confronted delays in absolutely ramping up Blackwell manufacturing.

Nvidia may additionally provide extra particulars on its Rubin GPU, the successor to Blackwell anticipated in 2026, together with its related Vera CPU, and the Rubin Vera platform. It’s attainable Huang’s keynote may provide breadcrumbs at what lies a technology past Rubin, analysts stated.

GTC comes as Nvidia’s inventory has fallen almost 10% up to now in 2025, making a “compelling valuation” heading into the convention, analysts at Financial institution of America stated. The analysts reiterated a “purchase” score and $200 value goal, above the typical of analysts tracked by Seen Alpha. The consensus goal at $177 would counsel over 45% upside from Nvidia’s closing value of $121.67 Friday.

UPDATE—March 14, 2025: This text has been up to date because it was first printed to replicate newer share value values.