Nvidia (NVDA) CEO Jensen Huang will hold his annual keynote at the company’s GTC event in San Jose, Calif., on Monday. At one of the most anticipated conferences of the year, Huang is expected to spend his roughly two-hour speech providing deeper insights into the state of Nvidia’s business and its chip and software roadmaps, and offer a look at upcoming products and services.
Rumors are swirling that the company could launch its own agentic AI platform, which Wired reported will be called NemoClaw. Huang could also detail the company’s Vera Rubin Ultra superchip and provide more information about its Feynman chip, which is scheduled for 2028.
Nvidia has been on a dealmaking spree lately, including its acqui-hire agreement with AI inference chip designer Groq (GROQ.PVT). That could mean either a new kind of chip for Nvidia, or that the company will wrap Groq’s technology into its own processors. Either way, we could learn more at GTC.
On the other end of the AI spectrum, Adobe (ADBE) announced that its CEO, Shantanu Narayen, is stepping down after 18 years in the role, rattling investors. Adobe’s stock price fell on the news, despite the company reporting better-than-anticipated first quarter earnings.
Meanwhile, Wall Street gave Oracle (ORCL) stock a reprieve from the dog house on Wednesday after the company reported better-than-expected third quarter results and revised its fiscal 2027 revenue higher to $90 billion.
Investors welcomed the news, with shares of Oracle rising as much as 14% in early trading on Wednesday. Analysts took the improved 2027 outlook as a positive, though some also noted the risk that a chunk of Oracle’s fortunes is tied to OpenAI (OPAI.PVT).
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