Rubin architecture

Technology

Last mentioned: Mar 18, 2026

Timeline

  1. GTC 2026 Conclusion

    End of flagship AI conference in San Jose.

  2. GTC 2026 Keynote

    CEO Jensen Huang is expected to detail the Rubin architecture and sovereign AI initiatives.

  3. GTC 2026 Keynote

    CEO Jensen Huang to deliver keynote at 11 a.m. PT at the San Jose Convention Center.

  4. GTC 2026 Keynote

    Jensen Huang expected to announce new chips and inference platforms.

  5. Analyst Winner Designation

    Major financial outlets identify NVIDIA as the primary AI stock for long-term investors.

  6. Pre-GTC Pullback

    Stock closes at $180.25 on volume of 160 million shares as investors position for the conference.

  7. Pre-GTC Stock Consolidation

    NVDA closes at $180.25 as investors position ahead of conference.

  8. Pre-GTC Stock Surge

    NVDA shares close at $180.25 as market anticipation builds for the keynote.

  9. NScale Funding Round

    NVIDIA participates in a $2 billion investment in NScale Global Holdings.

  10. Q4 FY2026 Earnings

    NVIDIA reports record $68.1B quarterly revenue and $215.9B for the full year.

  11. Q4 FY2026 Earnings Release

    Record $68.1B revenue reported, up 73% year-over-year.

  12. GTC 2026 Conference

    Premier AI event featuring announcements on new chips, inference platforms, and software updates.

Stories mentioning Rubin architecture 4

ai-models Very Bullish

NVIDIA Emerges as Definitive AI Winner Ahead of GTC 2026 Conference

NVIDIA's stock momentum and strategic $2 billion investment in NScale Global Holdings solidify its position as the primary beneficiary of the AI infrastructure boom. Ahead of the GTC 2026 conference, the company is expected to unveil its next-generation Rubin architecture, further distancing itself from competitors.

2 sources
earnings Bullish

NVIDIA Eyes GTC 2026 Pivot as Blackwell Momentum Drives Record $215B Revenue

NVIDIA shares consolidated at $180.25 on March 13 ahead of the highly anticipated GTC 2026, following a fiscal year that saw revenue surge 65% to $215.9 billion. Investors are now focused on CEO Jensen Huang’s upcoming keynote, which is expected to detail the next phase of AI infrastructure beyond the Blackwell platform.

2 sources
market-trends Bullish

NVIDIA Eyes GTC 2026 Catalyst Following $180.25 Pre-Conference Pullback

NVIDIA shares dipped to $180.25 on March 13 as investors recalibrated positions ahead of the highly anticipated GTC 2026 conference. Despite the short-term volatility, the company is coming off a record-breaking fiscal 2026 with $215.9 billion in total revenue, driven by insatiable demand for its Blackwell AI architecture.

2 sources