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Update: March 18, 2:16 pm East time: Huang has announced Nvidia Dynamo – mainly the operating system for the artificial intelligence factory ” – for the future of artificial intelligence agents.
All eyes will be on Nvidia (Nvda-2.86 %(CEO Jensen Huang today, as he shares more about the next artificial intelligence chips for the chips maker.
In February, Huang said he would discuss the Blackwell Ultra AI chip of Chipmell maker, Vera Rubin platform of the next generation, and plans to follow the products at the annual GPU technology conference, also known as GTC.
Huang said the company has “some exciting things to participate” at the developer conference on institutions and artificial intelligence, thinking models and robots.
The very expected chips maker presented Blackwell Ai platform “Huang succeeded in calling the profit of the financial quarter in the financial quarter” last year, “GTC”, which has succeeded in increasing production on a large scale, and made “billions of dollars in sales in the first quarter,” Huang said in the financial quarter profit call.
Analysts at Bank of America (Pile+0.16 %He said in a memo last week that “they expect NVIDIA to offer attractive updates, albeit well on Blackwell Ultra” with a focus on conclusion As for thinking models, which resemble major companies Openai and Google They are racing to develop.
Analysts also expect more information about the next generation network technology from NVIDIA, and what long -term chances of the chips maker in independent cars, and physical AI such as robots, and quantum computing.
Kevin Cook, chief stock strategy at Zacks Investment Research, said NVIDIA is likely to talk more about it Personal project numbers intelligence Great intelligence In GTC, in joint comments with quartz.
“I have been saying for years that the NVIDIA GPU systems are” like the iPhone, but it is better. “What I mean is that the institutions will pay the new, better and faster price than Jensen, but it can still use its old devices as well, because it was combined and updated by the Cuda program.”
Cook said he believed the numbers will give young developers the ability to build physical intelligence models and AI Agentic applications.
Follow along the direct updates, as the keyword for Huang begins at 10 am (1 pm East time) and runs it for about two hours.