Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)<\/a> is preparing\u00a0to host its flagship GPU Technology Conference (GTC) in San Jose, California this week.<\/p>\nIn a note ahead of the event, Wedbush analysts wrote that they will be watching Nvidia closely for updates on AI demand, supply chain developments, and the rollout of the VERA Rubin platform.<\/p>\n
\u201cThis has been a very nervous period of time so far in 2026 for tech investors navigating this Iran Conflict, geopolitical unease, and worries about the AI Revolution,\u201d the analysts wrote.<\/p>\n
Jensen Huang, Nvidia\u2019s CEO, is scheduled to speak tomorrow afternoon. Wedbush wrote that the Street will be looking for insights on enterprise AI spending, system-level optimization, and networking expansions.<\/p>\n
The analysts expect Huang to focus on Nvidia\u2019s end-to-end architecture and explain how system-level optimizations build on presentations from CES earlier this year.<\/p>\n
They also noted that networking innovations and the company\u2019s Groq-based offerings are likely to be key topics as Nvidia broadens its AI portfolio into physical AI applications such as robotics and autonomous systems.<\/p>\n
\u201cWe expect a very bullish update around enterprise AI demand and expect Jensen to come out with a “no holds barred” positive outlook on the AI industry and the pipeline opportunity, which we believe will handily exceed its prior $500 billion target for Blackwell and Rubin shipments in 2026,\u201d the firm wrote.<\/p>\n
The analysts added that Nvidia\u2019s market opportunity in AI infrastructure could reach $3 trillion to $4 trillion by 2030. They said GTC will be a chance for Nvidia to guide customers through the AI stack and showcase Rubin\u2019s role in strategic enterprise deployments.<\/p>\n
Wedbush concluded that despite near-term market jitters, Nvidia could reach a $6 trillion market cap by 2027.<\/p>\n
\u201cWatching Nvidia today is like watching Michael Jordan in his first few years for the Chicago Bulls…just the beginning of this transformational superstar narrative playing out for the tech world, and we expect to hear great things from Jensen tomorrow at GTC and Nvidia this week with the entire tech world watching closely,\u201d they wrote. \u201cThis will be a much-needed confidence boost for tech investors navigating a very tricky tape.\u201d<\/p>\n
Shares of Nvidia traded hands at about $185 on Monday afternoon, up almost 55% in the last 12 months.<\/p>\n","protected":false},"excerpt":{"rendered":"Nvidia CEO expected to deliver bullish AI outlook at GPU Technology Conference Proactive uses images sourced from Shutterstock…\n","protected":false},"author":2,"featured_media":342692,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,6883,343,344,167588,85,46,4136,125,13134],"class_list":{"0":"post-342691","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-revolution","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-gpu-technology-conference","13":"tag-il","14":"tag-israel","15":"tag-nvidia","16":"tag-technology","17":"tag-vera-rubin"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/342691","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=342691"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/342691\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/342692"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=342691"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=342691"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=342691"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
![\"Nvidia](\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2026\/03\/bc6e24e6effb848c1079bc00e488f3f0.jpeg\")
Nvidia CEO expected to deliver bullish AI outlook at GPU Technology Conference Proactive uses images sourced from Shutterstock <\/p>\n