What stocks may benefit from the NVIDIA AI GTC conference

The NVIDIA AI GTC conference is poised to have a significant impact on various stocks, particularly those in the AI, networking, and computing sectors. Here are some key considerations:

1. **NVIDIA itself**: NVIDIA is at the forefront of AI and computing advancements, and the GTC conference is a major event for the company. Expectations for groundbreaking AI and GPU announcements could lead to increased investor confidence and potential stock price appreciation.
2. **Broadcom (AVGO), Cisco Systems (CSCO), and Marvell Technologies (MRVL)**: These companies are expected to be involved in the emerging data center networking infrastructure to support AI. The adoption of co-packaged optics (CPO) for connecting computer servers could reduce power consumption and benefit these networking equipment manufacturers.
3. **Applied Optoelectronics (AAOI), Coherent (COHR), and Lumentum Holdings (LITE)**: While these companies are involved in optical transceivers, which may be impacted by the shift to CPO, the long-term effect on their stock performance will depend on their ability to adapt to new networking technologies.
4. **SoundHound AI (SOUN)**: SoundHound AI is showcasing innovations in voice AI at the conference, including a next-generation in-vehicle voice assistant and a voice commerce ecosystem. This could highlight their leadership in voice AI and potentially increase investor confidence.
5. **Oracle (ORCL)**: Although not directly related to NVIDIA, Oracle's collaboration with SoundHound AI in the food ordering solution could lead to increased visibility for Oracle's cloud services and potentially benefit its stock.
6. **Connect Tech**: As an NVIDIA Elite Partner, Connect Tech will be showcasing Gen AI at the edge, which could highlight their expertise in edge AI solutions and potentially positively influence their stock performance.
7. **SQream**: This machine learning acceleration platform is expected to showcase breakthrough innovations at GTC, which could demonstrate their leadership in addressing AI and machine learning industry challenges and potentially benefit from increased investor interest.
8. **AI startup ecosystem**: The conference is expected to see thousands of AI startup founders and executives, which could lead to increased attention and potential investments in AI startups. While this may not directly impact stock performance, it could influence the broader AI market sentiment.

In conclusion, NVIDIA and its partners are likely to see significant benefits from the GTC conference, both in terms of product announcements and investor sentiment. Companies involved in emerging AI technologies and networking infrastructure are poised to gain from the conference's spotlight on AI advancements.