Nvidia’s GTC developers' conference begins on Monday and CEO Jensen Huang’s keynote speech on Tuesday will be the most eagerly anticipated moment.

For context, in the company's first quarter of fiscal 2026 (ended Jan. 26, 2025), the data center platform generated 90.5% of Nvidia's total revenue, with gaming, auto/robotics, and pro viz accounting for 6.5%, 1.4%, and 1.3%, respectively, of total revenue. (Total doesn't add up to 100% because Nvidia has a small "other" category.)

Rubin chips won’t ship until next year, but expectations are sky-high. Analysts project Nvidia’s data center revenue to hit $237 billion by fiscal 2027, doubling its current size. By 2029, it could surpass $300 billion, growing at an average 30% annual rate, a staggering climb for a business that’s already surged sevenfold in two years.

Of course, Nvidia stock may not take off immediately on March 18 or 19 and steadily roar higher for the rest of the year -- general economic and policy news could get in the way until some of the uncertainty lifts. But news Huang delivers during the conference may offer the stock a lift and get the ball rolling.

A souped-up version of Nvidia's existing Blackwell chip, Blackwell Ultra should get a performance boost over last year's chip to further speed up training and running AI models. We should also learn more about Nvidia's next-generation GPU platform,