Nvidia GTC 2025 preview: Key themes to watch

Nvidia stock has taken on some losses since reaching on its all-time high of $153 a share in early January it's down 26% from that point roughly but next week could bring a positive Catalyst for Nvidia stock the company is set to hold its annual 2025 GTC AI conference with CEO Jenson Wong's keynote coming Tuesday March 18th at 10:00 a.m. Pacific time here with more on what to expect from the company we've got Yahoo finance Tech editor Dan holey Dan what are the big three things to watch here yeah Brad this is obviously a huge event

for envidia it's their biggest Conference of the year uh despite them just having a huge keynote at CES uh the big three things to watch are number one uh Jensen Long's keynote he's going to kick that off on March 18th that's Tuesday uh and that should give us a sense of what Nvidia is looking forward to in the year to come now uh the other thing to look for part of his uh speech is going to be their next Generation gpus right now Blackwell is their main GPU but they're expected to announce something called Blackwell

Ultra which would be the kind of second generation of Blackwell they do this with uh their gpus they have uh a major platform change and then an upgrade to that platform we're also expected to hear about the coming Generation The Generation after Blackwell uh and that's supposed to be Vera Rubin and it's named after the astronomer Vera Rubin Vera would be the CPU uh Reuben would be the GPU uh the uh combination would then be the super chip uh similar to how we have the grace Blackwell uh super chip it combines a CPU and GPU

into one platform uh and then in addition to that we're looking for announcements related to Quantum Computing uh as well as humanoid robotics or robotics more generally Quant Computing has gotten a lot of play recently uh because of announcements from the likes of Google Microsoft and Amazon rolling out their own chips uh don't sleep on IBM which has been in the space for quite some time Intel also in there uh Jensen Wong had raised some uh eyebrows saying that he doesn't expect there to be a practical quantum computer uh from between you know 10 20

years around there uh that had a lot of people on Wall Street uh questioning whether they should be investing in Quantum stocks then we had soon darai uh come out and say uh 5 to 10 Years it'll it'll be here so nobody really knows that's that's the long and short of it uh experts I spoke to said it it really is still up in the air we'll get a practical uh uh quantum computer but previous uh gtcs have seen huge announcements as I said we had the Blackwell uh chip debut last year at GTC obviously

that's the the big chip that everybody talks about uh when they talk about in video right now uh Jensen Wong had also discussed a chat GPT moment for robotics coming uh that was in uh a prior uh GTC and then he's also had some self-driving car demonstrations uh in the past Nvidia has uh an automotive arm uh they work with different automakers to build out the the systems that run self-driving cars and so you can expect to hear a lot of that but I think really the the main uh kind of announcements from the show

will be around those new Chips uh a lot of people will be wondering when do they ramp up when do they start getting into consumers hands and when does that uh kind of Revenue start to show up on the uh the revenue sheets yeah Dan hlee thanks so much really appreciate it and be sure to tune in to Yahoo finance at 1: p.m. eastern time on Tuesday March 18th we'll be covering all of the announcements coming out of Nvidia GTC