Nvidia GTC to Unveil AI Roadmap to Defend 90% Market Share and Counter Meta Chips
At its GTC conference, Nvidia will unveil a full-stack AI roadmap from Rubin to Feynman, highlighting inference, agentic AI and networking to sustain its 90%-plus market share. It will also announce chip and software partnerships to counter rising competition as customers like Meta plan new AI chips every six months.
1. GTC Conference Agenda
Nvidia’s annual GTC event will run for four days in a packed San Francisco arena, where CEO Jensen Huang will outline strategic AI developments aimed at keeping the company ahead of rivals in the rapidly evolving AI chip market.
2. Full-Stack Roadmap Unveiling
The conference will feature a detailed presentation of Nvidia’s full-stack roadmap—from the current Rubin generation to the upcoming Feynman chips—emphasizing advances in inference processing, agentic AI capabilities and high-speed networking.
3. Rising Competitive Pressures
Despite holding over 90% share in AI training and inference, Nvidia faces growing competition as major customers like Meta commit to releasing in-house AI chips every six months and other chipmakers ramp up their offerings.
4. Market Share and Investment Strategy
Investors will look for reassurance that Nvidia’s strategy of reinvesting its substantial profits into chip design, software tools and partner ecosystems is translating into sustainable growth and defending its dominant market position.