KEY TAKEAWAYS
- Nvidia CEO Jensen Huang is set to give an address at the artificial intelligence chipmaker’s GPU Technology Conference today, with investors watching for updates on the company’s latest chips and developments in gaming and robotics.
- Nvidia could showcase its Blackwell Ultra GB300 family of chips as well as give details on its next generation Rubin semiconductors.
- Nvidia shares have gained more than 36% in the past 12 months but had lost over 10% of their value in 2025 through Monday. The stock fell early Tuesday.
Nvidia (NVDA) CEO Jensen Huang is set to give an address at the artificial intelligence chipmaker’s GPU Technology Conference today, with investors watching for updates on the company’s latest chips and developments in gaming and robotics.
Huang is scheduled to give Tuesday’s keynote address at 1 p.m. ET. at the AI chipmaker’s weeklong conference—which kicked off Monday in San Jose, California. Nvidia shares were down about 3% in recent trading.
Nvidia is, according to Deutsche Bank analysts, also expected to showcase its Blackwell Ultra GB300 family of chips, which could deliver over 50% more memory capacity and significantly higher performance than the earlier chips.
Nvidia could also provide more details on its next generation of chips called Rubin, which is expected to succeed Blackwell semiconductors in 2026, along with its associated Vera CPU, and the Rubin Vera platform.
Nvidia shares have gained more than 36% in the past 12 months but had lost over 10% of their value in 2025 through Monday.
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