Nvidia CEO Jensen Huang is set to deliver a keynote address today from Washington D.C. at 12 p.m. ET, marking the company’s second GTC conference this year. Investors are keenly watching the address for insights into Nvidia’s strategic direction amidst evolving geopolitical and technological landscapes.
Originally slated for San Jose, California, the GTC conference was relocated to Washington D.C., with the initial expectation that President Trump would attend. However, scheduling conflicts arose due to the President’s diplomatic tour in Asia.
Huang’s address arrives at a critical juncture, particularly concerning the U.S.-China dynamic in the artificial intelligence domain. The keynote is anticipated to shed light on Nvidia’s role and strategic positioning within this intensifying technological competition. Analysts will be examining Huang’s comments for indications of how Nvidia plans to navigate the complexities of this evolving landscape.
The geopolitical backdrop is further complicated by recent developments in trade and technology regulations. While an agreement was previously in place allowing Nvidia and Advanced Micro Devices (AMD) to sell computing chips to China, subject to a revenue-sharing agreement with the U.S. government, Beijing subsequently imposed restrictions on major Chinese tech companies’ ability to purchase AI chips from Nvidia. This move raises questions about the future of Nvidia’s market access in China and its potential impact on the company’s revenue streams.
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