Nvidia GTC to Showcase Rubin Ultra Chips and NemoClaw AI Agents Platform

NVDANVDA

Nvidia will host its weeklong GPU Technology Conference starting Monday with CEO Jensen Huang’s 2 p.m. ET keynote detailing its Rubin Ultra chip line for next year and its new NemoClaw AI agents platform. Analysts track 13 ratings—12 buys—with a $264 mean target implying 45% upside.

1. Conference Schedule

Nvidia’s weeklong GPU Technology Conference begins Monday with CEO Jensen Huang delivering a keynote at 2 p.m. ET to outline product roadmap and strategic priorities.

2. Anticipated Product Reveals

Investors expect details on the Rubin Ultra chip series slated for next year, the long-term Feynman GPU planned for 2028, and the NemoClaw platform designed for AI agents.

3. Analyst Outlook and Stock Performance

Shares have fallen about 3% year to date; 12 of 13 analysts rate Nvidia as a buy with a $264 average target implying roughly 45% upside.

Sources

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