GTC Recap and Beyond: 10 AI Stocks on Investor’s Radar

5. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 223

NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. The company has made several groundbreaking revelations at the GTC Conference, underscoring its commitment to advancing AI technology across multiple sectors.

CEO Jensen Huang said that the Blackwell architecture, having the ability to significantly enhance AI model training and inference, is in full production. The company has also introduced Blackwell Ultra, an accelerated computing platform having the ability to support even larger AI models, which will be available in the second half of this year.

Next, the upcoming Rubin chips and servers, paying tribute to the astronomer Vera Rubin, will offer improved speeds, especially in data transfers between chips. The computing system is expected to outperform the company’s Blackwell architecture.

Vera Rubin is set to release in the second half of 2026, followed by the launch of Vera Rubin Ultra in 2027. This system will be succeeded by the Feynman architecture, scheduled for release in 2028.

The company has also announced new DGX AI computers, powered by its Blackwell Ultra chips. These are designed to assist developers in inferencing large models.

In addition, new silicon photonics networking chips have also been introduced, enabling AI factories to connect millions of GPUs across various sites and reducing energy consumption. The Quantum-X Photonics chips are anticipated to be available later this year. This will be followed by the launch of Spectrum-X chips in 2026.

Nvidia has also announced a major release of new NVIDIA Cosmos™ world foundation models (WFMs) which are built to power world model training and accelerate physical AI development for autonomous vehicles (AVs) and robots.

It is also launching is also two new blueprints — powered by the NVIDIA Omniverse™ and Cosmos platforms. These blueprints will provide developers with massive, controllable synthetic data generation engines for post-training robots and autonomous vehicles.

Huang has also publicized the open Llama Nemotron family of models with reasoning capabilities. The family of models has been designed to provide developers and enterprises with a business-ready foundation for creating advanced AI agents.

Meanwhile, NVIDIA Dynamo has also been introduced, which is an open-source inference software for accelerating and scaling AI reasoning models in AI factories, and that too, at the lowest cost and with the highest efficiency.

Huang also introduced NVIDIA Halos, a comprehensive safety system integrating NVIDIA’s lineup of automotive hardware and software safety solutions with its cutting-edge AI research in AV safety.

In the humanoid robots’ sphere, NVIDIA Isaac GR00T N1 is now available, known to be the world’s first open, fully customizable foundation model for generalized humanoid reasoning and skills.

These announcements are setting the standard in each sector for AI-driven innovation.