GTC, Nvidia’s biggest conference of the year, starts this week in San Jose. We're on the ground covering all the major developments. CEO Jensen Huang will give a keynote address focusing on — what else?

Shares of several Nvidia partners got a lift Wednesday in the wake of CEO Jensen Huang's GTC keynote. Coherent, Lumentum, Corning, Fabrinet, and Amphenol are some of the companies that could be poised to benefit from ties to the chipmaker, JPMorgan analysts said.

Investors hoping for a surprise new revenue stream instead got an energetic keynote that was lacking in fresh developments.