Nvidia’s biggest meeting of the year, GTC begins on Monday and runs in San Jose through Friday. TechCrunch is on the ground covering news. And we look forward to healthy announcements.
CEO Jensen Huang gave a keynote speech at the SAP Center at 10am on Tuesday at the Pacific Ocean, what else is he focusing on? – AI and accelerated computing technology, according to Nvidia. The company is also 1,000 sessions with 2,000 speakers and nearly 400 exhibitors, in addition to the release of teasing related to robotics, sovereign AI, AI agents and automobiles.
Here’s how you can watch the NVIDIA GTC 2025 keynotes online, along with many other sessions, talks and panels:
So what do you expect from the GTC? Well, Nvidia generally reserves the majority of the meeting for its GPU-related debut. There is likely a newly upgraded iteration of the company’s Blackwell chip lineup.
During Nvidia’s latest revenue call, Huang confirmed that the upcoming Blackwell B300 series codenamed Blackwell Ultra is expected to be released later this year. In addition to higher computing performance, Blackwell Ultra Cards Pack More Memory (288GB) is an attractive feature for customers looking to run and train memory-hungry AI models.
Nvidia’s next-generation GPU series, Rubin, is almost certain to mention it in the GTC alongside the Blackwell Ultra. Scheduled to be released in 2026, Rubin promises to deliver what fans call a “big, big, huge step-up” in computing power.
Huang said he will also talk about postrubin products at GTC in the aforementioned Nvidia revenue call. It could be a Rubin Ultra GPU, or perhaps a GPU architecture that comes after the Rubin family.
Beyond GPUs, Nvidia could light up its approach to recent advances in quantum computing. The company is scheduled for GTC’s “quantum days,” during which it will host executives from prominent companies in the field.[map] The path to useful quantum applications. ”
What’s certain is that Nvidia can use victory.
The early Blackwell cards reportedly suffered from serious overheating issues, which led customers to cut orders. The fear of US export controls and tariffs has significantly lowered Nvidia’s stock price in recent months. At the same time, the success of China’s AI Lab Deepseek, which developed an efficient model that competes with the major AI Labs models, has led investors to worry about the demand for powerful GPUs like Blackwell.
Huang argues that Deepseek’s rise to excellence is actually purely positive for Nvidia, as it accelerates the wider adoption of AI technology. He also points to the growth of power-hungry so-called “inference” models like Openai’s O1, as the growth of climbing as the next mountain in Nvidia.
To be clear, Nvidia doesn’t hurt exactly. The company reported a record-breaking quarter in February, surpassing its revenue of $39.3 billion and projecting revenue of $43 billion for the following quarters. While rivals such as AMD are beginning to infiltrate the company’s territory, Nvidia still commands an estimated 82% of the GPU market.
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