NVIDIA Announces GTC 2025: AI Innovations Set to Transform Industries
Mar 8, 2025
AI-Powered Market Growth: A Global Perspective
Goldman Sachs predicts that the ongoing AI-driven rally in Chinese equities could have a ripple effect on other markets. The firm has raised its 12-month target for the MSCI Emerging Markets Index by 3%, pushing it from 1,190 to 1,220—an 11% potential upside. This adjustment reflects AI’s growing influence on earnings, valuation multiples, and portfolio flows.
China’s stock market surge could also benefit emerging economies that have been closely tied to China but have lagged behind in performance. Goldman Sachs highlights that China’s recent fiscal stimulus, introduced during the “Two Sessions” meeting, is expected to stabilize economic growth and boost investor confidence.
Europe Joins the AI Race with Major Investments
As AI competition heats up worldwide, Europe is ramping up efforts to close the gap. AxeleraAI, a European company specializing in AI chip development, has secured a €61.6 million ($66 million) grant from EuroHPC. This funding aims to advance AI chip technology for data centers, strengthening Europe’s position in the AI sector.
The European Union is actively investing in domestic chipmakers and building publicly funded data centers, known as “AI factories.” These facilities will provide European scientists, startups, and enterprises with access to advanced AI computing power.
A spokesperson for AxeleraAI emphasized the company’s focus on efficient AI inference computing, stating:
“We are not here to challenge NVIDIA in data center training. But when the network is ready and you want to run it, we are developing a solution that can deliver extremely high performance.”
NVIDIA Prepares for GTC 2025: A Landmark AI Event
NVIDIA Corporation (NASDAQ: NVDA), a leader in AI-powered computing solutions, is gearing up for GTC 2025. The world’s premier AI conference is set to take place from March 17-21 in San Jose, California. Jensen Huang, NVIDIA’s founder and CEO, will deliver the keynote address on March 18 at 10 a.m. PT from the SAP Center.
This year’s GTC event will highlight groundbreaking advancements in:
Physical AI
Agentic AI
Scientific Discovery
In anticipation of the event, Huang shared his vision for AI’s transformative power:
“AI is pushing the limits of what’s possible—turning yesterday’s dreams into today’s reality. GTC brings together the brightest scientists, engineers, developers, and creators to imagine and build a better future.”
Attendees will get an exclusive look at NVIDIA’s latest developments in AI, robotics, and computing, as well as insights into how these innovations will shape industries and society.
Hedge Funds and AI Stocks: A Winning Strategy
NVIDIA continues to be a top contender in the AI stock market, ranking third among the AI stocks analysts are closely monitoring. Hedge fund interest in NVIDIA remains high, with 223 hedge funds currently holding shares.
Investors often track hedge fund activity to identify high-potential stocks. Research has shown that following the top picks of elite hedge funds can lead to market-beating returns. Since May 2014, a stock selection strategy based on hedge fund investments has delivered a 373.4% return—outperforming the market by 218 percentage points.
However, while NVIDIA is a strong AI stock, some emerging AI companies may offer even greater short-term returns. For investors seeking high-growth AI stocks trading at less than five times their earnings, exploring lesser-known opportunities could prove lucrative.
Final Thoughts
With AI shaping the future of technology and investment, GTC 2025 will serve as a pivotal event for industry leaders and investors alike. NVIDIA’s role in advancing AI computing remains undeniable, but emerging players in the field are also gaining traction. As global markets respond to AI-driven growth, investors have an opportunity to capitalize on this technological revolution.
