11:15 AM EDT, 03/18/2025 (MT Newswires) -- Nvidia's ( NVDA ) Blackwell graphics processing unit architecture and its massive demand will be at the center of the company's GTC Conference on Tuesday, where Chief Executive Jensen Huang will give an address, Wedbush said in a note on the same day.

Wedbush analysts also expect Huang to talk about next-generation Rubin architecture, Quantum computing, concerns with DeepSeek, as well as the future of artificial intelligence with robotics.

This year is likely the third year of an eight-to-ten-year buildout of the "AI Revolution," and near-term headwinds from the policies of the current administration will not change the coming $2 trillion of AI capital expenditures, the analysts said. The conference will be "a turning point for tech stocks" with massive tech spending ahead, they added.

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