Nvidia’s premier event of the year, GTC, kicks off on Monday and continues through Friday in San Jose. TechCrunch will be present to report live on developments, and we anticipate a plethora of announcements.
On Tuesday at 10 a.m. Pacific, CEO Jensen Huang will deliver a keynote at the SAP Center, emphasizing AI and advancements in computing technologies, as noted by Nvidia. The company is also hinting at presentations on robotics, sovereign AI, AI agents, and the automotive sector, along with about 1,000 sessions featuring 2,000 speakers and nearly 400 exhibitors.
If you’re curious about how to stream the Nvidia GTC 2025 keynote and other sessions, talks, and panels online, we have you covered.
What can we anticipate at GTC? Typically, Nvidia dedicates a significant portion of the conference to unveilings related to GPUs. An announcement of an enhanced version of the Blackwell chip series appears to be on the horizon.
In Nvidia’s latest earnings call, Huang confirmed the launch of the upcoming Blackwell B300 series, codenamed Blackwell Ultra, expected in the latter half of this year. Blackwell Ultra is anticipated to offer improved computational performance while featuring increased memory capacity (288GB), making it attractive for those looking to operate and train resource-intensive AI models.
The next-gen GPU series, Rubin, is also expected to be mentioned during the conference, alongside Blackwell Ultra. Set for release in 2026, Rubin is anticipated to mark a “major leap” in computing power, as described by Huang.
Huang indicated during the prior earnings call that he plans to discuss post-Rubin products at GTC as well. This could include Rubin Ultra GPUs or possibly the architectural developments that follow the Rubin series.
In addition to GPUs, Nvidia may shed light on its strategy regarding recent advancements in quantum computing. The company has arranged a “quantum day” during the event, aiming to collaborate with executives from leading organizations in this sector to explore pathways toward practical quantum applications.
One thing is evident: Nvidia could benefit from a strong showcasing.
Early Blackwell models reportedly suffered from substantial overheating issues, forcing clients to scale back their orders. Additionally, U.S. export restrictions and concerns over tariffs have significantly impacted Nvidia’s stock value in recent months. Concurrently, the success of the Chinese AI lab DeepSeek, which has developed efficient models competing with top-tier AI labs, has raised investor concerns about the demand for high-performance GPUs like Blackwell.
Huang has maintained that DeepSeek’s emergence will ultimately be advantageous for Nvidia, as it will facilitate broader AI technology adoption. He has also identified the growth of power-intensive “reasoning” models, like OpenAI’s o1, as Nvidia’s next challenge.
However, it’s important to note that Nvidia is not facing dire straits. The company reported record earnings in February, with revenues totaling $39.3 billion and projected earnings of $43 billion for the following quarter. Even as competitors like AMD begin to encroach on its market share, Nvidia continues to dominate with approximately 82% of the GPU market.
Compiled by Techarena.au.
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