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GTC 2025 Could Reignite Nvidia's Stock Rally, But Only If B300, AI Server Roadmap, And Scaling Concerns Are Addressed, Says Top Analyst

Benzinga LogoBenzinga13h ago

GTC 2025 Could Reignite Nvidia's Stock Rally, But Only If B300, AI Server Roadmap, And Scaling Concerns Are Addressed, Says Top Analyst - Benzinga

Quick Summary:

A renowned industry analyst has said that Nvidia Corp.’s (NASDAQ:NVDA) GTC 2025 conference could serve as a key turning point for its stock—but only if the company tackles investor concerns around its next-gen AI chips, server production, and the future of scaling laws.

What Happened: In a detailed research note released Sunday, noted analyst Ming-Chi Kuo outlined what investors should watch for at Nvidia's GTC 2025, calling it a potential "short-term catalyst" for the chipmaker's share price rebound—if expectations are met.

"Nvidia's AI server investment trends hinge on three critical issues: the continuing effectiveness of scaling laws, the production ramp-up of new AI servers, and geopolitical uncertainties," Kuo wrote.

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GTC 2025 Could Reignite Nvidia's Stock Rally, But Only If B300, AI Server Roadmap, And Scaling Concerns Are Addressed, Says Top Analyst - Benzinga (Picture 1)

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Article Details

Author / Journalist: Ananya Gairola

Category: Technology

Markets:

Topics:

Source Website Secure: Yes (HTTPS)

News Sentiment: Neutral

Fact Checked: Legitimate

Article Type: News Report

Published On: 2025-03-17 @ 10:27:51 (13 hours ago)

News Timezone: GMT +8:00

News Source URL: benzinga.com

Language: English

Article Length: 554 words

Reading Time: 4 minutes read

Sentences: 24 lines

Sentence Length: 24 words per sentence (average)

Platforms: Desktop Web, Mobile Web, iOS App, Android App

Copyright Owner: © Benzinga

News ID: 27079865

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Official Website: benzinga.com

Update Frequency: 16 posts per day

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News Last Updated: 9 hours ago

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Publisher ID: #53

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