Nvidia GTC 2026 Conference Set for March 16-19
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 14 2026
0mins
Should l Buy NVDA?
Source: NASDAQ.COM
- Event Timing and Venue: Nvidia's GTC 2026 is scheduled from March 16 to 19 at the San Jose Convention Center in California, expecting 39,000 attendees from 190 countries, showcasing its leadership in the global AI sector.
- Keynote Address Details: CEO Jensen Huang will deliver a two-hour keynote on March 16 at 11 a.m. PT, covering full-stack AI technologies, with the event livestreamed on Nvidia's investor relations website, drawing investor interest.
- Market Reaction Expectations: Although GTC 2025 did not boost Nvidia's stock, historical data shows that GTC 2024 and GTC 2023 led to stock increases of 7.4% and 5.7%, respectively, indicating the potential positive impact of this year's event on stock performance.
- Strategic Investment Moves: Nvidia's recent strategic investments in closed-source and open-source AI model developers Cursor and Thinking Machines Lab highlight its intent to expand in the AI infrastructure space, further solidifying its competitive edge in the market.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Surging Order Forecast: CEO Jensen Huang indicated that Nvidia expects approximately $1 trillion in purchase orders for its Blackwell and Vera Rubin chips by 2027, doubling last year's forecast of $500 billion, signaling sustained strong demand for AI chips.
- Future Revenue Expectations: Nvidia anticipates first-quarter revenue of $78 billion for fiscal year 2027, representing an almost 77% increase compared to the same period last year, reflecting strong growth potential in the Agentic AI applications sector, which will further drive demand for AI chips.
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- Low Expense Ratio Advantage: The Vanguard S&P 500 ETF charges an ultra-low expense ratio of just 0.03%, allowing investors to gain exposure to 500 of America's largest companies at minimal cost, thereby achieving higher net returns over the long term.
- Long-Term Performance: Over the past decade, this ETF has generated a total return of 274%, translating to an annualized gain of 14%, demonstrating strong performance in volatile markets and attracting investors optimistic about the American economy.
- Tech Sector Dominance: The information technology sector accounts for 32.4% of the ETF's portfolio, with Nvidia, Apple, and Microsoft making up 19% combined, reflecting investor confidence in the future of artificial intelligence and its significance in the market.
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- Data Center Revenue Surge: AMD achieved a record $16.6 billion in revenue for its data center business in 2025, marking a 32% year-over-year increase and accounting for nearly half of the company's total revenue, underscoring its critical role and growth potential in the market.
- New Product Launch: AMD is set to release its MI450 GPUs in the second half of 2023, which are expected to deliver 36 times the performance of previous generations like the MI400 and MI355, while also boasting 50% more memory capacity than Nvidia's upcoming Vera Rubin GPU system, enhancing its competitive edge in AI.
- Strong Customer Demand: Meta and OpenAI will be among the first to receive the MI450, planning to deploy 6 gigawatts of computing capacity over the next few years, with potential deals worth tens of billions of dollars, further solidifying AMD's market position.
- Optimistic Future Outlook: CEO Lisa Su anticipates an average growth of 60% for the data center business over the next three to five years, and despite financial risks associated with OpenAI's commitments, AMD's diverse customer base is expected to support sustained growth.
See More
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- Revenue Growth: General Motors expects to generate $3.1 billion in revenue from OnStar and Super Cruise subscriptions in 2023, a significant increase from $1.7 billion in 2020, highlighting the company's potential in high-margin businesses and enhancing shareholder returns.
- Long-Term Subscription Strategy: To combat consumer subscription fatigue, GM plans to offer an eight-year basic subscription to OnStar and three years for Super Cruise starting in 2025, aiming to increase customer renewal rates and enhance loyalty.
- Margin Improvement: GM's average gross margin over the past decade has been just over 16%, while software services typically boast margins nearing 70%, indicating a significant potential for enhanced profitability that could attract more investor interest.
- Competitive Market Advantage: As more vehicles are equipped with infotainment technology and sensors, GM's subscription services have the potential to surpass traditional wholesale business in the coming years, further solidifying its market position in the automotive industry.
See More
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- Software Layer Growth: Palantir Technologies recently secured official program recognition from the U.S. military, marking a significant milestone for its AI software applications, which has accelerated revenue growth since mid-2023, with substantial room for increasing its customer base, indicating strong future growth potential.
- Hardware Market Dominance: Nvidia leads the data center GPU market, with its newly launched Vera Rubin chip stack aimed at capturing the inference market, projecting sales of $1 trillion from 2025 to 2027, showcasing robust market prospects and technological innovation capabilities.
- Manufacturing Layer Leadership: Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest semiconductor foundry, holds a 72% market share, with a 90% yield on 3-nanometer wafers, far surpassing competitors, ensuring its unmatched position in high-end chip production.
- Semiconductor Market Growth Potential: Research from Roots Analysis estimates that the global semiconductor market will grow by 9.17% annually from this year through 2040, providing TSMC with long-term growth momentum and solidifying its leadership in the industry.
See More
Palantir Technologies Leads the AI Software Market
- Palantir's Technological Breakthrough: Following the mid-2023 launch of its AI platform, Palantir Technologies has reached 954 customers, with accelerating revenue growth indicating strong potential in the AI software market and future customer base expansion.
- Nvidia's Market Dominance: As the backbone of the data center GPU market, Nvidia aims for cumulative sales nearing $1 trillion from 2025 to 2027, showcasing its competitive strength in the AI inference market and solidifying its market position.
- TSMC's Production Advantage: Taiwan Semiconductor Manufacturing Company (TSMC) holds a 72% share of the global foundry market, with a 90% yield on 3nm wafers, making it a key driver in high-end chip production, as the global semiconductor market is projected to grow at 9.17% annually.
- Future of AI Technology: With companies investing hundreds of billions into AI, firms like Palantir, Nvidia, and TSMC are at the center of a technological supercycle, driving innovation and growth in their respective fields, signaling market opportunities for decades to come.
See More
