Tiger Brokers

AI Demand, Groq Deal in Focus at Nvidia's 2026 GTC -- Market Talk

Dow Jones
Mar 17

1312 ET - At Nvidia's 2026 GTC conference, investors will be watching for CEO Jensen Huang to give updates on overall artificial-intelligence demand for the company's GPUs, as well as commentary on supply chains and the timing of Vera Rubin architecture shipments, Wedbush analysts write in a note. They expect Huang to give a sunny outlook for enterprise AI demand and the overall AI industry, adding that they expect a pipeline opportunity well above Nvidia's $500 billion target for its Grace Blackwell and Vera Rubin chips in 2026. Nvidia's licensing deal with Groq around AI inference-chip technology will also likely be a key focus, the analysts write. Nvidia is up 2.5% ahead of Huang's keynote. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

March 16, 2026 13:12 ET (17:12 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10