Nvidia Corporation (NASDAQ:NVDA) has used its GTC conference to unveil some of the major architecture shifts of the AI era, and this year Jensen Huang has teased “chips the world has never seen before.”
Looking at the Kalshi prediction market provides insight into what specific words Huang will use during the two-hour keynote.
What The Market Expects
“Blackwell” and “Data Center” are both at 98%. Nvidia’s current-gen architecture and its core revenue driver are guaranteed talking points.
“Trillion” at 89%. Huang wrote in a blog post that AI infrastructure spending could eventually reach the trillions. If he repeats that framing onstage, he’s telling the market that Nvidia’s total addressable market is still expanding.
“Cosmos” at 81%, down 9 percentage points.
Cosmos is Nvidia’s world foundation model platform for physical AI, powering everything from autonomous vehicle simulation to robotic manipulation.
A 9-point drop suggests traders are less certain Huang prioritizes it in a keynote that may be dominated by chip announcements.
“Photon / Photonics” at 87% points to one of Nvidia’s biggest …
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