Nvidia (Nvda) Stocks are 1.8% on Monday on Monday Annual GTC AI chips conference On March 18, where it is expected that the Jensen Huang CEO will debut at the upcoming AI Chip, Blackwell Ultra and the new AI Superchip, Vera Rubin.
Near: March 17 at 4:00 pm
The fall on Monday is followed by an ascent of 8% last week. More than 5% of the chips manufacturers have increased on Friday only on Friday, while the shares began to recover from the route after the earnings in which Nvidia led “Magnificent 7” stocks lower in the middle a Market connection.
Several Nvidia’s Mag 7 peers – Amazon (AMZN), The target (Target), Google (Goog), and Tesla (Tsla) – It also fell on Monday.
Huang teased that he would discover more about Blackwell Ultra and Veri Rubin at GTC during the company call after earning 26 February.
“Come to GTC and we’ll talk to you about Blackwell Ultra, Veri Rubin, and then show you what it is … After that,” Huang told analysts.
Read more: How does Nvidia make money?
Nvidia is official Scalted production of their current generations Blackwell AI server in the “fastest ramp” in its history After postponing a quarter in the middle overheating reports and omissions. His products Blackwell have earned $ 11 billion in revenue for Nvidia During the fourth quarter of the company. Huang said that overcoming the challenge of the Blackwell system of current generations will facilitate the company to increase the production of Blackwell Ultra.
“This time between Blackwell and Blackwell Ultra, the system architecture is exactly the same. It is much harder to go from the tank to Blackwell, because … the chassis, the system architecture, the hardware, the delivery of power, all this had to change. This was a pretty challenging transition,” he said in the call after the rank. Hopper is a Nvidia GPU launched before Blackwell.
“But the next crossing will open.
Huang confirmed in the invitation that Nvidia was scheduled to start Blackwell Ultra in the second half of this year.
Other stocks of chips including Samsung (005930.SK), Dell (Jersey), Micron (Him), Amd (AMD), and hand (HAND), Rose on Monday in front of the GTC.
Near: March 17 at 4:00 pm
Him 005930.SK HAND
In addition to Blackwell Ultra and Rubin, Nvidia is expected to talk about the simulation technologies of the company and more. During last year’s event, Nvidia emphasized her latest software efforts around humanoid robots.
“We expect Mr. Huang to update thoughts on the development of AI loads and to give incremental comments on developing development of development such as physical AI and robotics,” wrote Stifel Ruben Roy analyst in a note on Friday.
