Nvidia CEO Jensen Huang has reiterated his ambitious target, projecting at least $1 trillion in AI chip revenue opportunity through 2027, and elaborated on his vision for the 'inference inflection' as the next phase of the AI boom, backed by significant orders. He also highlighted a recently announced major acquisition as a factor supporting the continued high demand for AI chips and announced plans to push deeper into central processing units, Intel’s traditional domain.
Nvidia has announced an expansion of its autonomous driving system, partnering with new car manufacturers and Uber, a development revealed during its GTC conference.
Wedbush analysts anticipate a 'very bullish' update from Nvidia at its upcoming GTC conference, suggesting it could boost the company's market outlook to $4 trillion.
Nvidia's stock performance is under scrutiny ahead of its GTC 2026 conference, dubbed the 'Woodstock of AI', with analysts questioning if the stock will rise during the week of March 16 as the top AI event commences.
Nvidia's upcoming GTC conference is expected to mark a significant shift in AI chip focus, with CEO Jensen Huang poised to unveil details on new processors specialized for agentic AI, reflecting growing demand for CPUs from Nvidia and AMD.
Reports indicate that China's ByteDance is planning to rely on Nvidia's top AI chips, following earlier exclusive reports about the company gaining access to these advanced semiconductors.
Jim Cramer discusses an AI stock in the 'sweet spot' and provides a preview of Nvidia's GTC conference, where Nvidia is set to highlight the next generation of AI infrastructure.
Threedium, a portfolio company of Kinisis Ventures, has been selected as one of only ten companies globally to present on the main stage at NVIDIA GTC 2026.
Nvidia's recent earnings report is seen as a prelude to the more significant GTC event in March, which investors are keenly anticipating as a potential catalyst for the stock.
SK Hynix and Samsung Electronics are highlighting their latest AI memory technologies at Nvidia's GPU Technology Conference. Samsung specifically showcased its HBM4E chip, raising the bar for AI memory, alongside Nvidia's new inference chip.
Markets are closely watching Jensen Huang's keynote at NVIDIA GTC 2026 for potential announcements that could serve as the next major catalyst for the AI sector.
Investors are closely watching several key market catalysts, including Nvidia's GTC Conference, the FOMC meeting, an Okta event, and the upcoming triple-witching day, which could impact market volatility.
Adobe's longtime CEO is set to depart the company, a decision that coincides with significant sales boosts driven by AI advancements, yet also amidst investor angst over AI's disruptive impact on the industry and a fall in shares.
Analysts across Wall Street are reiterating their bullish stances on Nvidia, recommending buying the stock ahead of the chipmaker's pivotal AI conference next week, with Bank of America specifically reiterating a 'Buy' rating.
Nvidia's upcoming GTC event, focusing on the next generation of AI chips, is anticipated to trigger a rally in several stocks, particularly those involved in optical interconnects.
Despite blockbuster earnings, Nvidia's financial performance did not significantly sway investors, who are now looking to the upcoming GTC conference for potential market catalysts.
Nvidia CEO Jensen Huang has urged companies to adopt an 'OpenClaw strategy' and introduced 'NemoClaw' at the GTC Developer Conference, showcasing how new AI products are changing the industry.
Jim Cramer shares his next moves for the Investing Club and highlights the top 10 things to watch in the stock market on Monday, including oil prices and Nvidia's GTC conference.
US chip giant Nvidia may unveil a new artificial intelligence inference chip architecture built around on-chip static random access memory, or SRAM, at the Nvidia GTC 2026 conference in San Jose, California, on Monday, raising questions about whether the design could reshape the structure of the AI memory market. According to industry sources on Sunday, the proposed SRAM-based architecture is expected to take a different approach from the GPU designs currently used in AI data centers. Today’s GP
Nvidia is anticipated to reveal a brand-new AI chip at its GTC conference, a move seen as a $20 billion bet to integrate technology from AI chip startup Groq.
Analysts are tempering expectations for a significant stock bump for Nvidia following its GTC conference, suggesting that investors banking on a major catalyst may be disappointed.
SK Group Chairman Chey Tae-won is scheduled to attend Nvidia’s annual technology conference (GTC) this month to discuss potential cooperation on AI memory chips with Nvidia CEO Jensen Huang.
GF Securities suggests that Nvidia's upcoming earnings report and its GTC conference are likely to serve as significant catalysts for the company's stock performance.
