NVIDIA shares slide before GTC where investors look forward to the new Blackwell Ultra

Nvidia (NvdaThe shares slip 1.8 % Monday before AI Chipmaker annual GTC conference On March 18, where it is expected for the first time the CEO Jensen Huang for the first time in Ai Chip, Blackwell Ultra, and new Superchip AI, Vera Robin.

A decline on Monday is 8 % climbing last week. The shares of the chips maker increased by more than 5 % on Friday alone, as the stock began to recover from the post -profit defeat that led NVIDIA Wonderful 7 stocks of 7 less Amid a The slowdown by the market driven by technology.

Many Nvidia’s Mag 7 – Amazon (Amazon (amzn), Meta (Dead), Google (Goog) And Tesla (Timing– The two also fell.

Huang disturbed that he would reveal more about Blackwell Ultra and Vera Rubin at GTC while calling the company after profit on February 26.

“Come to GTC, and I will talk to you about Blackwell Ultra and Vera Rubin, then show you what it is … after that,” Hwang told analysts.

Read more: How do you earn Nvidia money?

Nafidia officially has Meeting production of its current servers from Blackwell AI in “The Fastest Product Slope” in its history After delaying them after a quarter Reports of high temperature and citizen. Its Blackwell products have made $ 11 billion in revenue for NVIDIA During the fourth quarter of the company. Huang said that overcoming the challenges of expanding the scope of the current Black -generation systems will make the company be easy for the company to increase the production of Blackwell super.

“This time between Blackwail and Blackwail Ultra, the structure of the system is the same as it is much more difficult than the voltage to Blackwail because … the structure, the structure of the system, the device, the power delivery, all of this had to change. This was a very difficult transition,” he said in the post -episode call. Hopper is GPU Nvidia that was launched before Blackwell.

“But the next transition will start in.

Huang confirmed in the invitation that NVIDIA is scheduled to launch Blackwell Ultra in the second half of this year.

Other chip shares, including samsung (005930.KsDell (Del), Micron (Not), AMD (AMD), And the arm (armRose Monday before GTC.

In addition to Blackwell Ultra and Rubin, NVIDIA is also expected to discuss the company’s simulation technologies and more. During the event last year, NVIDIA highlighted the latest Software efforts on human robots.

“We expect Mr. Huang to update ideas about advanced work burdens of artificial intelligence and provide a gradual comment on the emerging areas to develop artificial intelligence such as artificial intelligence and robots,” said Stifel Robin Roy analyst on Friday.