Nvidia GTC 2025: What to expect...

Welcome to AI Collision 💥,

In today’s collision between AI and our world:

GTC from ’09 to ’25
What to expect?
Which stocks could rocket higher?

If that’s enough to get the conference lanyards swinging, read on…

AI Collision 💥

It’s that time of the year again!

No, not an election.

No, not the Champions League Final.

Not even The Masters!

It’s Nvidia’s GPU Technology Conference…now just commonly known at GTC.

GTC has become a massive event in the tech world, particularly for those of us just trying to keep pace with the revolving door of new Nvidia products wheeling out of Santa Clara.

As GTC 2025 kicks off this week, all week in San Jose, it’s worth taking a look at why this has become important, the significant impact it had in 2024 (particularly on AI stocks) and what we might expect to see this year.

The Genesis of GTC

Back in 2009, Nvidia launched the first GTC in San Jose, California. It’s just down the road from their HQ in Santa Clara.

Initially, it was a niche gathering focused on exploring the potential of graphics processing units (GPUs) These were the bread and butter of Nvidia’s business. The emphasis was on leveraging GPUs for high-performance computing tasks, predominately gaming, but increasingly in things like data centres, and what we would learn to be usefull for bitcoin mining. These early conferences, and the direction towards AI that Jensen Huang set for Nvidia would change everything.

However for the growing popularity of GTC, it wasn’t until 2024’s event that it became arguably the most important tech conference in the world.

The 2024 GTC marked a significant milestone, not just for Nvidia but for the broader AI industry and financial markets. During his keynote, CEO Jensen Huang unveiled the Blackwell architecture, introducing the B100 and B200 AI chips. Huang emphasised that Blackwell was “created… for the generative AI era,” highlighting its integration with Nvidia’s ARM-based Grace CPU.

GTC 2024 sent the AI-stock market into a frenzy. Nvidia’s stock exploded higher, Huang became a rock stat and it set the stage for 2024 to be an incredible year for AI stocks.

The question now, is with GTC 2025 this week, what can they possibly do to top GTC 2024, and will the AI-stock market fly into a frenzy of green candles again?

GTC 2025….

As GTC 2025 gets underway, here’s a couple of things we could see that sets the market alight:

Unveiling of Blackwell Ultra and more detail on Vera Rubin: Building upon the success of the Blackwell success, expectations are high for the introduction of Blackwell Ultra, a juiced-up version promising even more performance. Additionally, we may get a glimpse of the forthcoming Vera Rubin architecture, projected to deliver another generational step forward in their AI chips.
Advancements in AI and Robotics: The conference is set to feature sessions on the latest advancements in AI, robotics, and high performance computing (HPC). CEO Jensen Huang’s keynote is expected to address the burgeoning demand for AI and its applications across various industries but the ongoing development of their Thor chips for autonomous systems and humanoid robotics could really get the market’s imagination going.
Quantum Opportunities: Huang has softened his stance on quantum computing in the last couple of weeks. And there’s a big quantum session planned with major quantum computing CEOs in attendance. There could be some major announcements between Nvidia and quantum players – we’ve already seen on Friday some of them rocket higher (like D-Wave) off the expectations this week could bring, so this is certainly a segment to keep an eye on.

Nvidia’s GTC has gone from zero to 1,000kph in a decade and a half, but the last couple of years things have really ramped up. This trajectory could continue this week, and I think the big movers to keep an eye on in the stock market will centre around data centre server providers, so the likes of Dell, HPE, Super Micro, also memory companies like Micron and then quantum computing companies like D-Wave, IonQ, and Rigetti.

It should be a FUN week, and I’ll be looking to bring you more of the action as it happens.

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Boomers & Busters 💰

AI and AI-related stocks moving and shaking up the markets this week. (All performance data below over the rolling week).

man in black suit jacket and black pants figurine

Boom 📈

Gorilla Technology (NASDAQ:GRRR) up 18%
Intel (NASDAQ:INTC) up 16%
EchoIQ (ASX:EIQ) up 12%

Bust 📉

iRobot (NASDAQ:IRBT) down 47%
Teradyne (NASDAQ:TER) down 20%
Apple (NASDAQ:AAPL) down 10%

From the hive mind 🧠

I used AI to build a Pac Man game the other week. Does that make me a programmer? If I ask the right questions, get the right result, who cares if I know how to write the code? Or am I just an AI pretender?
This has nothing to do with AI. But this kid’s name is Ai, so I found it funny that he must come up in a lot of “AI” searches. I wonder if having the name, Ai, is a curse or a blessing.
AI based strikes, I guess this will be the new normal for striking unions in the UK now? Rail, teaching, construction, just downing tools to stop the government from letting their livelihoods being taken over? Or are they fighting a battle that doesn’t, and won’t ever exist?