Unlocking Innovations: Key Highlights and Expectations for Nvidia GTC 2025
The Nvidia GTC 2025, the company’s most significant annual conference, is set to kick off this Monday in San Jose, running through Friday. With a plethora of announcements expected, especially on Tuesday, TechCrunch will provide live coverage of the event, ensuring that you stay updated with all the latest news.
Keynote Address by CEO Jensen Huang
On Tuesday at 10 a.m. PT, CEO Jensen Huang will deliver a keynote address at the SAP Center. He will highlight pivotal topics such as artificial intelligence (AI) and advancements in accelerated computing technologies. Nvidia is also hinting at exciting reveals in areas like:
- Robotics
- Sovereign AI
- AI agents
- Automotive technologies
Additionally, the conference will feature around 1,000 sessions with 2,000 speakers and nearly 400 exhibitors.
What to Expect from Nvidia GTC 2025
Nvidia is renowned for its significant GPU-related announcements during GTC. Attendees can anticipate the unveiling of an upgraded version of the Blackwell chip lineup. During the recent earnings call, Huang confirmed that the Blackwell B300 series, codenamed Blackwell Ultra, is expected to launch in the latter half of this year. Here’s what makes the Blackwell Ultra exciting:
- Enhanced computing performance
- Increased memory capacity (up to 288GB)
This memory boost is particularly appealing for users developing and training memory-intensive AI models.
Rubin GPU Series Announcement
Another anticipated highlight is the mention of the upcoming Rubin GPU series, scheduled for 2026. Huang has described Rubin as a “big, big, huge step up” in computing power, further solidifying Nvidia’s leadership in the industry.
Nvidia’s Quantum Computing Focus
Beyond graphics processing units, Nvidia is expected to discuss its strategies surrounding quantum computing. The company has organized a special “quantum day” at GTC, featuring executives from leading quantum firms to explore pathways toward practical quantum applications.
Challenges Faced by Nvidia
Despite the excitement surrounding new product launches, Nvidia is facing challenges. Early versions of the Blackwell cards reportedly experienced significant overheating issues, leading some customers to reduce their orders. Moreover, U.S. export controls and concerns over tariffs have negatively impacted Nvidia’s stock price in recent months. The emergence of DeepSeek, a Chinese AI lab producing competitive models, has also raised investor concerns regarding the demand for high-performance GPUs like Blackwell.
Nvidia’s Resilience in the Market
Despite these challenges, Nvidia remains in a strong position. The company reported a record-breaking quarter in February, achieving $39.3 billion in revenue and projecting $43 billion for the next quarter. Although competition from companies like AMD is increasing, Nvidia continues to dominate the market with an estimated 82% share.
Huang is eager to see AI applications that extend beyond the tech sector, signaling a strong push for innovation in the upcoming years.
For more detailed updates from the conference, be sure to follow TechCrunch’s coverage of Nvidia GTC and other related events.
This article was originally published on March 11.
