Nvidia to Showcase Next-Gen Data Processing Technology at GTC 2025

UBS analyst Timothy Arcuri said Nvidia Corp. (NVDA, Financials) will convene its two-day GPU Technology Conference in Washington, D.C., beginning Tuesday. CEO Jensen Huang will address investors and offer the keynote.

Arcuri said the event will highlight Nvidia's drive into data processing, where CPUs still dominate. He added that the organization is bringing its specialized computing libraries to more new industries with growth potential.

UBS also addressed Nvidia's China issues. The company said Nvidia's B30 chips are ready to ship but need U.S. government approval. Nvidia's $50 billion market may be limited by this choice. Only a small portion of the demand can be satisfied by Chinese chipmakers.

UBS said Nvidia's public advocacy, recent partnership with Intel, and $5 billion government-backed investment could alter export constraints. Nvidia hopes the keynote address and investor discussions will demonstrate its growth beyond graphics and AI hardware, notably in efficient data processing.

Investors will watch product roadmaps and regulatory changes that could affect Nvidia in 2026.