Investors eye Nvidia's GTC for Rubin updates and new AI products

Nvidia's annual GTC begins Monday with CEO Jensen Huang's keynote, and Wall Street expects the conference, which runs through Thursday, to provide fresh data points for the chipmaker and the broader AI trade. Analysts are particularly focused on updates around Rubin, Nvidia's next-generation chip platform.

Bank of America is looking for color on 2027 and 2028 expectations — not an official sales forecast — and says any positive detail on Rubin could lift a stock trading at a historically low 17x forward P/E. Investors will also watch for progress on Groq integration, and some managers note that stronger-than-expected energy efficiency for the Vera Rubin platform could act as a catalyst.

New product announcements are another key theme. Market watchers expect co-designed, customized offerings aimed at AI inference, along with improvements in power efficiency and optics for data centers. Analysts also anticipate a new generation of Nvidia's Ethernet platform, Spectrum6, and new optics chips.

United States, Wall Street

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