What To Expect From Nvidia’s GTC—the So-Called ‘Woodstock of AI'

Key Takeaways

• Nvidia is set to kick off its weeklong GPU Technology Conference on Monday, where the AI chipmaker is expected to offer more details on its latest products.
• CEO Jensen Huang is set to give a keynote address on Monday at 2 p.m. ET.

Get personalized, AI-powered answers built on 27+ years of trusted expertise.

ASK

The week ahead could be a big one for AI chip leader Nvidia—and the AI trade.

Nvidia (NVDA), the world’s most valuable company, is set to kick off its weeklong GPU Technology Conference Monday. The company is widely expected to unveil new products and give more details on its roadmap at the event, and CEO Jensen Huang is due to give a keynote address on Monday at 2 p.m. ET. (You can watch the event here.)

That could mean more details about Nvidia’s Rubin Ultra line of chips, anticipated next year, or the Feynman GPU expected for 2028. Nvidia is also seen unveiling a platform for AI agents called “NemoClaw," according to a Wired report. And analysts have said they’ll be on the lookout for developments in Nvidia’s software related to robotics and physical-world applications of AI.

Why This Is Significant

The event could be an opportunity for Nvidia to inspire investors after a weak start to the year for a stock that has lingered in negative territory despite blockbuster results.

Last year, Nvidia announced its Blackwell Ultra chip and Vera Rubin AI computing platform at the event, which has grown in popularity in recent years along with Nvidia’s rise to prominence, winning it the monikers the “Woodstock of AI” and “Super Bowl of the Tech Industry.”

However, some analysts are warning the chipmaker could face a particularly high bar to impress investors this year given weak sentiment around many previously high-flying AI stocks and uncertainty around the trajectory of the technology.

Related Education

Nvidia’s Business is Booming But Its Stock Is Lagging. What Gives?

Nvidia Earnings Live: Chipmaker’s Results Blow Past Wall Street Estimates as Customers ‘Are Racing to Invest in AI’

“It is hard to see NVDA being able to provide thesis-altering commentary that creates a breakout for the stock,” UBS analysts said in a note to clients earlier this week.

Wall Street analysts remain overwhelmingly bullish on Nvidia stock. Of the 13 analysts with current ratings tracked by Visible Alpha, 12 have said they consider it a “buy” compared to just one neutral rating. Their mean target around $264 implies 45% upside from Friday’s close.

Shares of Nvidia were little changed Friday, leaving them down about 3% for 2026 so far. They’ve added about half their value from the same time a year ago.

Do you have a news tip for Investopedia reporters? Please email us at

[email protected]