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.)

With the shares down 13% in 2025, investors are looking for fresh updates from the GTC conference to help restart the rally for Nvidia.

Nvidia CEO Jensen Huang presented the company’s new chips and hyped the data center industry’s build-out. Huang laid out the map: The company’s next AI chip out of the fab will be Blackwell Ultra, which debuts in the second half of this year.