What stocks may benefit from the NVIDIA AI GTC conference

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3/12/2025 07:33pm

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The deep research logic is organized as follows: 

Okay, let's tackle this question about which stocks might benefit from NVIDIA's AI GTC conference. The user is interested in the US Tech sector, especially AI, MAG7, Wearables, and Metaverse. They've been looking at NVDA, GOOGL, and BABA a lot. So, I need to connect the GTC event to these areas.

First, I'll check the references provided. The GTC 2025 is a big deal with over 25k in-person attendees and 300k online. NVIDIA is showcasing new chips like Blackwell Ultra and Vera Rubin, which are AI-focused. There's also Quantum Day, which might tie into quantum computing and AI synergies. Partners like Alibaba Cloud, Baidu, and ByteDance are involved, which could impact Chinese tech stocks.

Looking at the references, there's mention of companies like Credo Technology (CRDO) showcasing PCIe products for AI scaling. Super Micro Computer (SMCI) and Micron (MU) are part of the AI theme. Oracle (ORCL) and AMD (AMD) are also listed. Alibaba Cloud's collaboration with NVIDIA on AI models for autonomous vehicles could boost BABA. 

The user's interest in MAG7 includes NVDA, which is a key player. GOOGL and BABA are mentioned in the references as partners. The MAG7 index might see positive movement if NVIDIA's announcements drive tech sector growth. 

I should also consider the stocks listed in Reference 6, which includes NVDA, MU, SMCI, AMD, INTC, etc. These are all part of the AI and semiconductor sectors. The user's focus on P/E ratios and pre-market changes means highlighting stocks with recent price movements, like NVDA's 6.47% increase.

Quantum computing's mention in the conference could affect stocks like CRDO, which is showcasing related tech. The automotive sector tie-in with NVIDIA's DRIVE platform might impact companies like Baidu or Li Auto, but since BABA is part of the user's interests, that's a connection.

Need to structure the answer with key themes: AI chips, partnerships, quantum computing, and MAG7. Highlight each stock with their relevance, citing the references. Make sure to include visualizations for the "Theme is AI or Accelerated Computing" query from Reference 6. 

Also, the user's previous interest in AMD's valuation and the MAG7 index suggests emphasizing how these companies fit into broader tech trends. Conclude with a summary that ties the GTC's impact to the user's portfolio focus areas.

Stocks Likely to Benefit from NVIDIA’s GTC 2025 AI Conference
NVIDIA’s GTC 2025 conference (March 17–21, 2025) is positioned as a catalyst for AI-driven innovation, with a focus on advanced chips, quantum computing, and partnerships. Below is a structured analysis of stocks poised to gain from the event, aligned with your investment focus on AI, MAG7, and semiconductor themes.

1. NVIDIA (NVDA): Core Catalyst for AI Infrastructure

Key Themes:
- Launch of Blackwell Ultra (GB300) and Vera Rubin AI chip architectures, targeting AGI and quantum computing synergies ¹².
- Quantum Day (March 20) will highlight NVIDIA’s Quantum Cloud integration, a potential game-changer for AI scalability ³.
Market Impact: NVDA’s stock has already surged 6.47% pre-event, reflecting bullish sentiment ⁴. Analysts project a $185 target price (35% upside), driven by GTC’s historical outperformance (6.4% average return during the event week) ⁵.
MAG7 Relevance: NVDA is a MAG7 constituent, with its AI leadership directly influencing the index’s semiconductor and cloud computing segments.

theme is ai or accelerated computing(36)

Last Price($)	Last Change%	Theme
9.37	9.72%	Information Technology,ChatGPT,Artificial Intelligence,Software,Application Software,NVIDIA's shareholding stocks,Software & Services
96.73	8.62%	Information Technology,Semiconductors & Semiconductor Equipment,Semiconductors,Chip Stocks,US Tech,Nancy Pelosi Portfolio,Apple Concept,Robot,Semiconductor,Artificial Intelligence
43.72	7.05%	Internet Services & Infrastructure,Artificial Intelligence,IDC,Information Technology,Software & Services,IT Services
115.95	6.62%	UAV,AI terminals,MAG7 index,US Tech,ChatGPT,Information Technology,Big Data,Semiconductor,ESG Theme,Metaverse,IDC,Chiplet,Blockchain Economy,AIGC,Semiconductors & Semiconductor Equipment,Semiconductors,Robotaxi,Artificial Intelligence,Internet of Things,Multimodal AI(Sora),Nancy Pelosi Portfolio
273.98	6.29%	Information Technology,Software & Services,Software,Artificial Intelligence,Application Software,AIGC
152.02	5.44%	Software,Big Data,Cloud Computing,ChatGPT,Smart City,AIGC,SaaS,Information Technology,Software & Services,Trump concept,Systems Software,Blockchain Economy,US Tech
3.34	4.98%	Application Software,Artificial Intelligence,Software,ChatGPT,Information Technology,Software & Services
20.71	4.68%	Semiconductors & Semiconductor Equipment,Semiconductors,MR,Chiplet,CPO Concept,US Tech,IDC,Semiconductor,Artificial Intelligence,Metaverse,Robotaxi,Robot,Information Technology,Apple Concept,5G,Multimodal AI(Sora),Chip Stocks,Smart City
101.26	4.65%	AI terminals,Blockchain Economy,Metaverse,Chip Stocks,Information Technology,Semiconductors & Semiconductor Equipment,IDC,ChatGPT,Artificial Intelligence,Semiconductors,Multimodal AI(Sora),Virtual Reality,Semiconductor,Robot,Apple Concept,Chiplet
70.07	4.33%	Semiconductors,Semiconductor,Artificial Intelligence,5G,Information Technology,Semiconductors & Semiconductor Equipment,IDC,Chip Stocks

Ticker
SOUNSoundHound AI
MUMicron Technology
SMCISuper Micro Computer
NVDANvidia
APPApplovin
ORCLOracle
BBAIBigBear.ai Holdings
INTCIntel
AMDAdvanced Micro
MRVLMarvell Technology

View 36 results more

2. Semiconductor and AI Infrastructure Players

Micron (MU):
- Critical for AI memory solutions; part of NVIDIA’s ecosystem for Blackwell Ultra chips ⁶.
- Recent 8.51% price surge aligns with AI-driven demand for high-bandwidth memory ⁶.
Super Micro Computer (SMCI):
- Provides AI-optimized data center solutions; showcased at GTC for edge AI and robotics ⁷⁸.
- 7.17% pre-market gain reflects investor confidence in its role in NVIDIA’s AI infrastructure ⁶.
AMD (AMD):
- Partner in AI chiplets and quantum computing; integrates NVIDIA’s AI frameworks into its platforms ⁶².
- Analysts highlight AMD’s $188.44 average price target (aligned with MAG7 growth themes) ⁹.

3. Quantum Computing and Edge AI Innovators

Credo Technology (CRDO):
- Showcasing PCIe Gen6/CXL3 retimers for AI cluster scalability ¹⁰¹¹.
- Quantum Day discussions may accelerate adoption of CRDO’s high-speed connectivity solutions.
Vecow (N/A):
- Rugged edge AI systems powered by NVIDIA Jetson Orin; critical for robotics and smart cities ⁸.

4. Chinese Tech Partners

Alibaba (BABA):
- Collaborating with NVIDIA on AI models for autonomous vehicles and smart cockpits ¹²¹³.
- Integration of Qwen LLMs into NVIDIA’s DRIVE platform positions BABA as a MAG7 beneficiary in China’s AI ecosystem.
ByteDance (N/A):
- Showcasing AI advancements at GTC; part of NVIDIA’s China AI Day focus ¹.

5. MAG7 and Pre-Market Momentum

Oracle (ORCL):
- Cloud AI partnerships with NVIDIA; 5.38% pre-market gain reflects its role in enterprise AI adoption ⁶.
Marvell Technology (MRVL):
- AI-optimized semiconductors; part of NVIDIA’s ecosystem for 5G and edge computing ⁶.

Conclusion

NVIDIA’s GTC 2025 is a high-conviction event for AI infrastructure stocks. NVDA, MU, SMCI, and CRDO are direct beneficiaries of NVIDIA’s roadmap, while BABA and ORCL leverage partnerships to capitalize on MAG7 growth. Monitor pre-market movements (e.g., NVDA’s 6.47% surge ⁴) and Quantum Day discussions for near-term catalysts.

Source:

1. NVIDIA (NVDA) GTC 2025: Key Announcements and Market Impact