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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

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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

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 (20 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: 26 posts per day

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News Last Updated: 8 hours ago

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Publisher ID: #53

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