With the shares down 13% in 2025, investors are looking for fresh updates from the GTC conference to help restart the rally for Nvidia.

For context, in the company's first quarter of fiscal 2026 (ended Jan. 26, 2025), the data center platform generated 90.5% of Nvidia's total revenue, with gaming, auto/robotics, and pro viz accounting for 6.5%, 1.4%, and 1.3%, respectively, of total revenue. (Total doesn't add up to 100% because Nvidia has a small "other" category.)

Nvidia CEO Jensen Huang presented the company’s new chips and hyped the data center industry’s build-out. Huang laid out the map: The company’s next AI chip out of the fab will be Blackwell Ultra, which debuts in the second half of this year.

NVIDIA (Nasdaq: NVDA) is hosting its biggest event of the year: GTC. Yesterday NVIDIA CEO Jensen Huang gave a keynote which not only was the company’s opportunity to push back on concerns weighing down its stock,

Nvidia hosted its first quantum computing day at GTC 2025, ushering major announcements from companies advancing the burgeoning technology.

AI agents will soon work behind the scenes to manage just about everything digital in business and personal lives. Nvidia is creating the architectures that drive them.