Wedbush: NVIDIA Corporation (NVDA.US) GTC conference may send a "very optimistic" signal, boosting the opportunity of the $4 trillion AI market.

NVIDIA Corporation (NVDA.US) is about to kick off its annual GTC conference, with Wedbush Securities stating that the tech giant is likely to announce "very optimistic" updates at the conference. Analysts at the company wrote in a report to clients, "We expect to see very optimistic updates on enterprise AI demand and anticipate Jensen Huang to deliver 'unreservedly' positive outlooks on the AI industry and its potential opportunities. We believe the potential for NVIDIA Corporation's 2026 Blackwell and Rubin chip shipments to easily surpass the previous $500 billion target." This also confirms the $3 trillion to $4 trillion AI infrastructure market opportunity that NVIDIA Corporation is expected to face by 2030, and we anticipate updates to be released at the GTC conference. As NVIDIA Corporation further targets opportunities in the physics AI market around automation, expands its AI product portfolio, updates to the product roadmap in the coming years may also be on the agenda at the GTC conference." Additionally, analysts expect that even in the midst of ongoing investor anxiety, Jensen Huang's keynote address will spend a significant amount of time discussing the practicality of artificial intelligence and focusing on the "very bright" future. Analysts added, "We believe that NVIDIA Corporation is at the peak of the AI demand curve, and the GTC conference will be another opportunity to step on the gas pedal, with Jensen Huang and his team further leading the way in the competitive environment of the chip sector during the Fourth Industrial Revolution." The NVIDIA Corporation GTC conference will kick off with Jensen Huang's keynote address at 2:00 PM Eastern Time.