<p>One of the biggest events for <strong>Nvidia</strong> <span class="ticker-mention inline-flex items-center font-bold">(NVDA <span class="ml-1 text-green-900">+1.63%</span>)</span> investors every year is the company's GPU Technology Conference (GTC). The event is the world's premier artificial intelligence (AI) conference, gathering developers from around the world to shape the future of AI. It also serves as a showcase for Nvidia's latest products, highlights important partnerships, and provides a roadmap for the future.</p><p>CEO Jensen Huang kicked off this week's event with the keynote address, providing investors with keen insight into where the company will go from here.</p><p>Here are two highlights every Nvidia shareholder needs to know.</p><div><img alt="The Nvidia logo superimposed over a picture of the company's headquarters building." width="880" height="587" src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NjEwMjIvdGhlLW52aWRpYS1sb2dvLXN1cGVyaW1wb3NlZC1vdmVyLWEtcGljdHVyZS1vZi10aGUtY29tcGFueXMtaGVhZHF1YXJ0ZXJzLWJ1aWxkaW5nLnBuZyZ3PTM4NDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NjEwMjIvdGhlLW52aWRpYS1sb2dvLXN1cGVyaW1wb3NlZC1vdmVyLWEtcGljdHVyZS1vZi10aGUtY29tcGFueXMtaGVhZHF1YXJ0ZXJzLWJ1aWxkaW5nLnBuZyZ3PTM4NDA"/><p>Image source: The Motley Fool.</p></div><h2>Its backlog is growing exponentially</h2><p>Late last year, Nvidia caught investors off guard with the revelation that the company had &#34;visibility&#34; into a backlog of more than $500 billion through the end of 2026 for its Blackwell and next-generation Vera Rubin AI chips. &#34;This is how much business is on the books,&#34; Huang said at the time. &#34;Half a trillion dollars so far.&#34; Early this year, CFO Colette Kress said Nvidia's previous disclosure was too conservative, saying the company would &#34;definitely&#34; exceed its earlier forecast. </p><div><div id="foolcom_sidebar_top_container"></div></div><p>Huang provided an update during GTC, and Wall Street is already abuzz. The chief executive said Nvidia estimates it will generate &#34;at least&#34; $1 trillion from the sale of Blackwell and next-gen Vera Rubin AI chips through 2027. &#34;In fact, we are going to be short,&#34; Huang said. &#34;I am certain computing demand will be much higher than that.&#34; </p><div></div><p>That's a stunning revision to the forecast Huang laid out in October, highlighting the opportunity that remains.</p><div><div id="in_line_article_pitch_container"></div></div><section><div><div><div><small><div>Expand</div></small></div><div><img alt="Nvidia Stock Quote" width="64" height="64" src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4"/></div><div><h2>NASDAQ: NVDA</h2><div>Nvidia</div></div></div><div><div><div>Today's Change</div><div>(1.63%) $2.94</div><div>Current Price</div><div>$183.19</div></div><div></div></div></div><div><div></div><div><h3>Key Data Points</h3><div><div>Market Cap</div><div>$4.4T</div><div>Day's Range</div><div>$181.42 - $188.88</div><div>52wk Range</div><div>$86.62 - $212.19</div><div>Volume</div><div>8.8M</div><div>Avg Vol</div><div>175M</div><div>Gross Margin</div><div>71.07%</div><div>Dividend Yield</div><div>0.02%</div></div></div></div></section><h2>NemoClaw</h2><p>One of the biggest developments in agentic AI was the introduction of OpenClaw -- previously called Clawdbot. The platform was designed to dispatch AI agents to perform complicated, multi-step tasks. By breaking complex tasks into smaller, more manageable subtasks, it succeeded where so many other taskmasters had failed.</p><p>Huang had previously said OpenClaw was &#34;the most important software release ever.&#34; He noted that it's &#34;now the single most downloaded open-source software in history, and it took three weeks.&#34; Unfortunately, many enterprises and tech companies banned employees from deploying the tool because it lacked the necessary security and safeguards needed to operate in secure environments.</p><p>Nvidia addressed that issue at GTC with the release of NemoClaw, its own version of OpenClaw that provides the security and privacy guardrails necessary to run AI agents on corporate networks. Huang said that &#34;Mac and Windows are the operating systems for the personal computer. OpenClaw is the operating system for personal AI.&#34; By adding &#34;policy-based security, network, and privacy guardrails,&#34; NemoClaw makes &#34;these self-evolving, autonomous AI agents, or claws, more trustworthy, scalable, and accessible to the world.&#34; </p><p>This helps to make the Nvidia ecosystem of hardware and software even stickier by tapping into the &#34;fastest-growing open-source project in history,&#34; according to Huang.</p><h2>Is Nvidia a buy?</h2><p>At 37 times sales, Nvidia might seem pricey, but consider this: For its fiscal 2027 first quarter (which ends April 27), Nvidia is guiding for revenue of $78 billion, or year over year growth of 77%, accelerating from 73% growth in Q4.</p><p>In fact, the stock is selling for just 22 times <em>forward</em> earnings, which shows why Nvidia stock is an unqualified buy.</p><div id="article_pitch_container"></div><div id="promobox_container"></div>

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<p>Nvidia's GPU Technology Conference (GTC) revealed significant updates for investors. CEO Jensen Huang announced a growing backlog of over $1 trillion in expected sales from Blackwell and Vera Rubin AI chips through 2027, surpassing previous estimates. Additionally, the introduction of NemoClaw, a secure version of OpenClaw, enhances AI agent deployment in corporate environments. Despite a high valuation at 37 times sales, Nvidia's projected revenue growth of 77% for fiscal Q1 2027 positions it as a strong buy opportunity for investors.</p>

- Nvidia's GPU Technology Conference (GTC) marks a significant annual event for investors, showcasing innovations and providing strategic insights.  
- CEO Jensen Huang announced an estimated backlog of over $1 trillion from Blackwell and Vera Rubin AI chips through 2027, indicating strong demand exceeding previous forecasts.  
- Additionally, the introduction of NemoClaw enhances AI security within corporate networks, reinforcing Nvidia's competitive position in innovative technology despite appearing costly at 37 times sales.

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Nvidia Investors Just Got Incredible News from CEO Jensen Huang: 2 Highlights from GTC