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GTC, Nvidiaβs greatest convention of the yr, begins Monday and runs until Friday in San Jose. Trendster will probably be on the bottom overlaying the information because it occurs β and weβre anticipating a wholesome dose of bulletins.
CEO Jensen Huang will give a keynote handle on the SAP Heart on Tuesday at 10 a.m. Pacific, specializing in β what else? β AI and accelerating computing applied sciences, in line with Nvidia. The corporate can be teasing reveals associated to robotics, sovereign AI, AI brokers, and automotive β plus 1,000 classes with 2,000 audio system and near 400 exhibitors.
Right hereβs learn how to watch the Nvidia GTC 2025 keynote on-line, together with many different classes, talks, and panels.
So what will we anticipate to see at GTC? Effectively, Nvidia usually reserves a giant chunk of the convention for GPU-related debuts. A brand new, upgraded iteration of the corporateβs Blackwell chip lineup appears seemingly.
Throughout Nvidiaβs most up-to-date earnings name, Huang confirmed that the upcoming Blackwell B300 sequence, codenamed Blackwell Extremely, is slated for launch within the second half of this yr. Along with increased computing efficiency, Blackwell Extremely playing cards pack extra reminiscence (288GB), a horny characteristic for purchasers trying to run and practice memory-hungry AI fashions.
Rubin, Nvidiaβs next-gen GPU sequence, is nearly sure to get a point out at GTC alongside Blackwell Extremely. Due out in 2026, Rubin guarantees to ship what Huang has described as a βlarge, large, big step upβ in computing energy.
Huang stated in the course of the aforementioned Nvidia earnings name that heβd speak about post-Rubin merchandise at GTC, as nicely. That might be Rubin Extremely GPUs, or maybe the GPU structure thatβll come after the Rubin household. (The chips are named after Vera Rubin, the astronomer who found darkish matter.)
Past GPUs, Nvidia might illuminate its method to latest quantum computing developments. The corporate has scheduled a βquantum dayβ for GTC, throughout which itβll host execs from outstanding firms within the area to β[map] the trail towards helpful quantum functions.β
One factorβs for positive: Nvidia may use a win.
Early Blackwell playing cards reportedly suffered from extreme overheating points, inflicting clients to chop their orders. U.S. export controls and fears of tariffs have massively depressed Nvidiaβs inventory worth in latest months. On the similar time, the success of Chinese language AI lab DeepSeek, which developed environment friendly fashions aggressive with fashions from main AI labs, has prompted traders to fret concerning the demand for highly effective GPUs like Blackwell.
Huang has asserted that DeepSeekβs rise to prominence will in reality be a web optimistic for Nvidia as a result of itβll speed up the broader adoption of AI expertise. He has additionally pointed to the expansion of power-hungry so-called βreasoningβ fashions like OpenAIβs o1 as Nvidiaβs subsequent mountain to climb.
To be clear, Nvidia isnβt precisely hurting. The corporate reported a record-breaking quarter in February, notching $39.3 billion in income and projecting $43 billion in income for the following quarter. Whereas rivals resembling AMD have begun to encroach on the corporateβs territory, Nvidia nonetheless instructions an estimated 82% of the GPU market. However Huang is reportedly feeling impatient to see AI functions that matter past the tech trade.
