Nvidia to focus on competition-beating AI advances at megaconference [BNN Bloomberg (Canada)]
Advanced Micro Devices, Inc. (AMD)
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Source: BNN Bloomberg
Taking over the heart of Silicon Valley for most of a week, Nvidia GTC, as the conference is known, has become CEO Huang's preferred event to show off Nvidia's AI advances in chips, data centers, its chip programming software CUDA, digital assistants known as AI agents, and physical AI such as robots. This year, the four-day event is even more crucial as investors will seek assurance that Nvidia's strategy of plowing back its profits into the AI ecosystem is paying off. “I expect Nvidia to present a full-stack roadmap update from Rubin to Feynman while emphasizing inference, agentic AI, networking, and AI factory infrastructure,” said eMarketer analyst Jacob Bourne, using the names for Nvidia's current and forthcoming generations of chips. Nvidia's chips sit at the center of hundreds of billions of dollars in investments in data centers by governments and companies around the globe, but the company is facing competition from other chipmakers and even from some of its customers
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