Nvidia (NVDA) continues to lead the AI market, and the stock has shown strong momentum. The company has investors watching closely as it prepares to present its highly anticipated “Quantum Day” on March 20 during its GTC 2025 conference.

CoreWeave has grown into a major AI cloud computing provider, supplying Nvidia GPUs to Microsoft, Meta, and OpenAI.

Nvidia today announced GTC 2025, the world’s premier AI conference, will return March 17 to March 21 to San Jose, California.

From stockpiling Nvidia chips to selling computing power: how these former commodity traders have already made a bundle from CoreWeave, which just filed to go public.

Through its cloud infrastructure, enterprise customers including Meta Platforms Inc. can obtain on-demand access to some of Nvidia’s most powerful GPUs, including its H100 and H200 chips, which are designed to provide accelerated computing power for large language models and other AI workloads.

NVIDIA CEO Jensen Huang and industry veterans will present 'what's next in AI' at GTC 2025, expect Blackwell Ultra and Rubin AI GPU tease (hopefully).

Oracle shares are up about 54% over the past 12 months through Feb. 26. Nvidia stock gained 70% over that time. Both are poised to rise higher since each company was chosen to participate in the U.S. government's Stargate program, which plans to invest half a trillion dollars into AI infrastructure.

NVIDIA founder and CEO Jensen Huang will deliver the keynote from SAP Center on Tuesday, March 18, at 10 a.m. PT focused on AI and accelerated computing technologies changing the world. It will be livestreamed and available on demand at nvidia.com. Registration is not required to view the keynote online.