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Investing.com -- The upcoming Nvidia (NASDAQ:NVDA) GTC 2025 conference is expected to center on artificial intelligence (AI) servers, according to a report by TF International Securities analyst Ming-Chi Kuo. The conference could potentially serve as a catalyst for a short-term rebound in AI stocks, following a recent pullback.
Nvidia’s investment trends in AI servers are based on three main factors: the ongoing effectiveness of scaling laws, the production ramp-up of new AI servers, and geopolitical uncertainties. With the market growth of entry-level and edge AI devices, Nvidia could alleviate market concerns by providing new insights into the continued effectiveness of the scaling law for AI servers.
The market is aware of the production challenges of the GB200 NVL72. If Nvidia can showcase real-world data center deployments of this device, highlight the upgrade benefits from B200 to B300, and clarify the B300 production timeline, it could refine market expectations for the B300 investment thesis.
The B300 AI chip, available in dual-die (CoWoS-L) and single-die (CoWoS-S) variants, is anticipated to be the highlight of the conference. Its main feature is a significant HBM memory increase from 192GB to 288GB, coupled with a 50% performance increase over the B200. The B300 is expected to start trial production in the second quarter of 2025, with mass production planned for the third quarter of 2025.
Nvidia is also set to unveil reference designs for scale-up and scale-out configurations, providing enhanced computing power at reduced average token costs.
The company is developing several servers, including the B300 and B200 chips, workstations equipped with the RTX PRO 6000 Blackwell Server Edition chip for AI and visualization applications, and next-generation AI servers powered by VR (Vera Rubin) chips.
The GB300 NVL72, the successor to the GB200 NVL72, is likely to be announced at the GTC 2025 conference. This new model maintains similar rack dimensions and power needs for seamless data center upgrades, with pre-build samples (PS) scheduled for June 2025.
The conference is also expected to reveal details about Nvidia’s data center networking solutions, including Quantum-3, Quantum-X800, Spectrum-5, and ConnectX-8 (CX8). The CX8, which doubles the speed of its predecessor and supports the GB300 NVL72 and the latest Quantum platforms, is integrated with SuperNIC and a PCIe Switch (NYSE:SWCH) to reduce power consumption by 30%.
While edge AI is a crucial long-term driver for Nvidia, GTC 2025 is expected to focus more on AI servers. The market expects AI PC solutions, such as N1X and N1, to be revealed at Computex later in the year.
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