Nvidia insiders have sold a net $3.98 billion of shares over the past two years, including a roughly $290 million block by director Peter Thiel last week. This selling comes as the company’s data-center GPUs sustain gross margins near 75%, reflecting robust demand and constrained supply conditions.

Nvidia’s GPU Technology Conference is scheduled for March 16–19, where it will preview GPU architectures through 2028, networking technologies and AI infrastructure solutions. Analysts at major brokerages maintain Buy ratings with $283 and $300 price targets, citing potential insights on supply chains, platform developments and ecosystem impacts.

The chipmaker agreed a multi-year partnership with Thinking Machines Lab to supply at least one gigawatt of next-generation Vera Rubin processors and collaborate on system designs for AI model training. Nvidia will also debut its open-source NemoClaw enterprise AI platform at the GTC event, aiming to broaden its software offerings alongside its core hardware business.