Shares of quantum computing and artificial intelligence companies rose on Monday, as investors hoped that Nvidia would blow some life back into the beaten-down sectors with new announcements at its annual conference.

For context, in the company's first quarter of fiscal 2026 (ended Jan. 26, 2025), the data center platform generated 90.5% of Nvidia's total revenue, with gaming, auto/robotics, and pro viz accounting for 6.5%, 1.4%, and 1.3%, respectively, of total revenue. (Total doesn't add up to 100% because Nvidia has a small "other" category.)

Nvidia’s GTC developers' conference begins on Monday and CEO Jensen Huang’s keynote speech on Tuesday will be the most eagerly anticipated moment.

The biggest artificial intelligence event of the year is here: Nvidia’s GTC 2025. The conference brings together thousands of engineers, scientists, and executives from across the tech industry. Some 2,

Shares of Nvidia’s Asian suppliers rose ahead of the U.S. chip giant’s key annual artificial-intelligence conference as the expected unveiling of next-generation AI chips boosted investors’ sentiment.

All eyes are on Nvidia (NVDA) this morning as it kicks off its much-anticipated GTC event that many believe will focus mostly on artificial intelligence and quantum computing. However, another emerging technology,