NVIDIA (NVDA )’s shares slipped 1.8% on Monday before the annual annual event of the flea manufacturer AI on March 18, where CEO Jensen Huang should start the next company AI of the company, Blackwell Ultra and a new Superchip AI, Vera Rubin.
At the end: March 18 at 4:00 p.m.
Monday’s decline follows an ascent of 8% last week. The actions of the flea manufacturer increased by more than 5% on Friday while the action was starting to recover from a post-benefit rout in which Nvidia carried out “magnificent 7” shares in the middle of a slowdown in the technology focused on technology.
Several of the peers of Mag 7 of Nvidia – Amazon (Amzn), Meta (Meta), Google (Goog) and Tesla (Tsla) – also fell on Monday.
Huang teased that he would reveal more Blackwell Ultra and Vera Rubin at the GTC during the company’s post-benefit call on February 26.
“Come to the GTC, and I will tell you about Blackwell Ultra, Vera Rubin, then you show what is … after that,” Huang told analysts.
Find out more: How does Nvidia earn money?
Nvidia has officially set the production of its blackwell AI servers of current generation in “the fastest product ramp in its history after being a quarter in the middle in the middle Overheating and seed reports. Its Blackwell products generated $ 11 billion in income for Nvidia during the company’s fourth quarter. Huang said that overcoming the challenges of scaling blackwell systems from current generation will allow the company to strengthen the production of Blackwell Ultra.
“This time between Blackwell and Blackwell Ultra, the architecture of the system is exactly the same. It is much more difficult to switch from Hopper to Blackwell because … the chassis, the architecture of the system, the equipment, the delivery of power, all this had to change. It was a fairly difficult transition,” he said in the post-benefit call. Hopper is the NVIDIA GPU launched before Blackwell.
“But the next transition will immerse itself.
Huang confirmed in the call that Nvidia should launch Blackwell Ultra in the second half of this year.
Other stocks of fleas, including Samsung (005930.KS), Dell (Dell), Micron (MU), AMD (AMD) and Arm (ARM), Rose Monday in front of the GTC.
At the end: March 18 at 4:00 p.m.
Mu 005930.K ARM
In addition to Blackwell Ultra and Rubin, Nvidia should also discuss the company’s simulation technologies and more. During last year’s event, Nvidia underlined its latest software efforts around Humanoid robots.
“We … we are waiting for Mr. Huang to update the reflections on the evolution of the workloads of the AI and provide incremental comments on the emerging areas of the development of AI such as physical AI and robotics,” wrote Ruben Roy the Stifel analyst in a note on Friday.
