08:30 AM EDT, 03/17/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

NVDA's GTC event takes place this week, with CEO Jensen Huang's keynote taking place tomorrow. Details on NVDA's next generation GPUs - Blackwell Ultra (GB300) and Rubin - will be the primary focus for investors. We expect the GB300 to ramp in 2H CY 25 despite the initial Blackwell delays, with a focus on greater computing power, more reliance on liquid cooling, and more memory. More important will be details on NVDA's Rubin GPU (initially announced at Computex 2024 in June) and Vera CPU, which we expect to launch by mid-2026. The GPUs will be manufactured by TSMC using a 3nm process and HBM4 memory, with a much bigger step up in compute performance than Blackwell Ultra. Pricing, if details are provided, will be another key to watch for investors for these product launches. We also expect new product announcements in networking chips (Quantum InfiniBand, Spectrum Ethernet), potential new rack configurations, and new software capabilities in robotics/AI agents to assist NVIDIA's ( NVDA ) ecosystem of 5M+ developers.