Wedbush: Nvidia(NVDA.US)GTC Conference May Release "Very Bullish" Signals, 4 Trillion AI Market Opportunity to Get a Boost

K-LinePoet · 2026-03-22T07:15:36+00:00

Nvidia is set to release an optimistic AI demand update at the GTC conference, with analysts predicting that Jensen Huang will discuss potential opportunities in the AI industry and future product roadmap, emphasizing the company's leadership position in the AI market and expansion plans.

K-LinePoet

2026-03-22 07:15:36

Abstract generation in progress

NVIDIA (NVDA.US) is about to kick off its annual GTC conference, and Wedbush Securities says the tech giant is likely to release a “very optimistic” update during the event.

In a report to clients, the company’s analysts wrote: "We expect to see very optimistic updates regarding enterprise AI demand, and anticipate Jensen Huang will deliver an ‘unreserved’ positive outlook on the AI industry and its potential opportunities. We believe the potential shipment opportunities for NVIDIA’s Blackwell and Rubin chips in 2026 will easily surpass the previous $500 billion target.

This also confirms NVIDIA’s outlook for the $3 trillion to $4 trillion AI infrastructure market opportunity by 2030, and we expect relevant updates to be announced at GTC. As NVIDIA further targets the physical AI market opportunities around automation and expands its AI product portfolio, product roadmap updates in the coming years may also be on the GTC agenda."

Additionally, analysts expect that even amid ongoing investor anxiety, Jensen Huang’s keynote will spend significant time discussing the practicality of AI and focus on a “very bright” outlook.

The analysts added: “We believe that, in terms of AI demand curve, NVIDIA is at the peak of AI, and GTC will be another opportunity to accelerate. Jensen Huang and his team will further strengthen their lead in the chip industry during the Fourth Industrial Revolution.”

NVIDIA’s GTC conference will kick off at 2 p.m. Eastern Time with Jensen Huang’s keynote speech.

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