From March 17 to 21, 2025, NVIDIA will hold its annual Technology Conference GTC in San Jose, California, USA. This global developer conference, centered around 'Accelerated Computing and Proxy AI,' is not only the launch platform for NVIDIA's technological strategy, but is also regarded as a barometer for the development of the AI Industry.
This year, $NVIDIA (NVDA.US)$ It seems the 'halo is gone,' as the stock price has fallen over 16% after concerns about growth, supply chain issues, and regulatory risks.
Many investors are beginning to wonder if NVIDIA's current surge has come to an end.
In response, Bernstein Analysts stated that although NVIDIA's performance has been poor this year and valuations are low, the Blackwell product cycle is accelerating, and the current valuation is becoming increasingly attractive.
NVIDIA is now relative to$PHLX Semiconductor Index (.SOX.US)$The trading price is below par (something we have only seen once or twice in the last decade), and relative to$S&P 500 Index (.SPX.US)$there is only a slight premium, the lowest level since 2016.
NVIDIA's top event GTC 2025 is coming soon! Will it trigger another rise in stock prices?
Looking ahead this month, NVIDIA's annual GTC conference will be held from March 17 to 21. This global developer conference, centered on 'accelerated computing and agent-based AI', is not only a launch platform for NVIDIA's technology strategy but is also seen as a barometer for the AI industry's development.
This year's GTC will focus on three main themes: next-generation AI chip architecture, multimodal large model optimization, and digital twin and robotics technology. Meanwhile, Jensen Huang's keynote speech (1:00 AM Beijing time on March 19) is expected to act as a catalyst for boosting the global technology sector's sentiment.
Statistics show that in the past eight annual GTC events, NVIDIA's stock rose with an 87.5% probability, with price fluctuations ranging from -0.59% to 21.80%. This suggests that NVIDIA's stock price may continue to rise.
Some analysts believe that GTC may strengthen NVIDIA's industry-leading position and inject confidence into its future product roadmap. Rosenblatt analyst Kevin Cassidy stated that market focus has shifted to GTC, expecting this conference to bring updates about NVIDIA's technological development and new applications for AI inference, further igniting market enthusiasm.
In addition, NVIDIA has previously announced the launch of Blackwell Ultra and plans to release the next-generation chip Rubin, but investors may learn about long-term product placements at the GTC. Susquehanna Analyst Christopher Rolland pointed out that NVIDIA CEO Jensen Huang even hinted during the earnings call that there would be more platform updates beyond Rubin.
What other schedules are worth paying attention to?
In addition to the highly anticipated speech by Jensen Huang, this GTC conference also features an online special session for China AI Day, the first Quantum Day, and discussions on topics such as intelligent driving, AI medical, and robotics.
NVIDIA previously announced that March 20 this year would be designated as the first "Quantum Day" to enhance collaboration with partners and promote the development of quantum computing technology.
Leaders from the quantum computing industry will participate in a panel discussion with Jensen Huang from 1:00 AM to 3:00 AM Beijing time on March 21, discussing the current state and future of quantum computing. This includes $D-Wave Quantum (QBTS.US)$ CEO Alan Baratz, $IonQ Inc (IONQ.US)$ Executive Chairman Peter Chapman, $Rigetti Computing (RGTI.US)$ CEO Subodh Kulkarni, $Amazon (AMZN.US)$ General Manager of the Cloud Technology Quantum Technology Department Simone Severini, etc.
In addition, it is worth noting that this GTC conference will also host the China AI Day Cloud and Internet online Chinese session, which is scheduled to start the live broadcast at 9:30 AM Beijing time on March 18.
This session gathered leading domestic cloud and Internet companies, including ByteDance, Volcano Engine, $BABA-W (09988.HK)$ Alibaba Cloud, $BIDU-SW (09888.HK)$ , ANT GROUP CO., LTD., $JD.com (JD.US)$ 、 $MEITUAN-W (03690.HK)$ 、 $KUAISHOU-W (01024.HK)$ Baichuan Intelligent, Laiye Technology, and Votee AI will Share cutting-edge advancements in large language models (LLM), multi-modal large language models (MLLM), data science, and search promotion, demonstrating how to achieve production-level AI performance and efficiency improvements through a collaborative hardware and software optimization approach.
As the Global technology industry competes for the high ground in the AI field, China AI Day is expected to present an unprecedented feast of ideas for domestic and international audiences. In this era filled with opportunities and challenges, who will become the next leader in the AI field? It is worth looking forward to!
Editor/Somer