NVIDIA GTC 2025 Preview: Four Key Highlights to Watch!

TradingKey – NVIDIA (NVDA.US), a leader in AI computing, will host its annual GTC AI Conference in San Jose and online from March 17 to 21, 2025. The event expects thousands of developers, innovators, and industry leaders, featuring over 1,000 sessions, 300+ demos, hands-on tech training, and networking opportunities. GTC serves as a platform to explore practical AI applications and advantages.

Key Themes: AI platforms, AR/VR, computer vision, data science, cybersecurity, data centers, edge computing, generative AI, robotics, and more.

Top 4 Expectations for Investors: 

1. Launch of GB300/B300 Chips 

 Leaks suggest the GB300 chipset, built on TSMC’s 4NP process, will deliver 50% faster performance than the B200 series and adopt advanced liquid cooling. Deliveries may begin as early as May.

2. 2027 Product Roadmap  

Details about NVIDIA’s next-gen AI architecture platform, Vera Rubin (slated for 2026), will likely emerge. Market speculation also points to a potential reveal of Rubin Ultra, expected in 2027.

3. China AI Day  

A dedicated session highlighting Chinese tech giants like ByteDance, Alibaba Cloud, and Baidu could reignite "China fever" and underscore collaboration opportunities.

4. First Quantum Day

After previously dismissing quantum computing’s near-term viability (sparking stock selloffs), NVIDIA’s inaugural Quantum Day may signal a strategic shift toward integrating quantum technologies with its AI ecosystem.

NVIDIA’s stock has fallen 19% year-to-date (to $108.76) amid Trump administration uncertainty and concerns over U.S. market valuations. Investors are eager for GTC to reaffirm NVIDIA’s innovation leadership and growth trajectory, potentially boosting confidence ahead of earnings reports.