Rubin chips won’t ship until next year, but expectations are sky-high. Analysts project Nvidia’s data center revenue to hit $237 billion by fiscal 2027, doubling its current size. By 2029, it could surpass $300 billion, growing at an average 30% annual rate, a staggering climb for a business that’s already surged sevenfold in two years.

This year's GTC promises groundbreaking announcements, industry insights, and a future vision that will captivate developers, researchers, and tech leaders.

Nvidia (NASDAQ:NVDA) has had an underwhelming start to 2025, as the AI chip giant grapples with a mix of unfavorable macro developments and

Chips to be unveiled at developer conference are expected to drive growth—but will depend on Big Tech’s spending spigot staying on full blast.