Nvidia GTC 2025: What to expect from this year’s show

GTC, Nvidia’s largest conference of the year, starts on Monday and runs until Friday in San Jose. WAN will be on the ground about the news as it happens – and we expect a healthy dose of announcements.

CEO Jensen Huang will provide a keynote address in the SAP Center on Tuesday at 10 am, aimed at – What else? – AI and accelerating computing technologies, According to Nvidia. The company also teases with regard to robotics, Sovereine AI” AI agentsand Automotive – plus 1,000 sessions with 2,000 speakers and nearly 400 exhibitors.

Here you can read how you can view the Nvidia GTC 2025 Keynote online, along with many other sessions, conversations and panels.

So what do we expect to see on GTC? Well, Nvidia usually reserves a large part of the conference for GPU-related debut. A new, improved iteration of the Blackwell Chip -Line -Up from the company seems likely.

During the most recent profit call from Nvidia, Huang confirmed that the upcoming Blackwell B300 series, Codenaam Blackwell Ultra, is planned for release in the second half of this year. In addition to higher computer performance, Blackwell Ultra cards contain more memory (288 GB), an attractive function for customers who want to run and train memory-hungry AI models.

Rubin, the next Gen-GPU series from Nvidia, will almost certainly receive a mention at GTC next to Blackwell Ultra. In 2026, Rubin promises to deliver what Huang described as a “large, large, huge step -up” in computing power.

Huang said during the aforementioned NVIDIA profit that he would also talk about post-rubin products at GTC. That could be Rubin Ultra GPUs, or perhaps the GPU architecture that comes after the Rubin family. (The chips are named after Vera Rubin, the astronomer who discovered dark matter.)

In addition to GPUs, Nvidia can illuminate its approach to recent developments for Kwantum Computing. The company has a “planned”quantum day“For GTC, in which the Execs organizes from prominent companies in space to”[map] The path to useful quantum applications. “

One thing is certain: Nvidia could use a victory.

Early Blackwell -cards He reportedly suffered from serious overheating problemsAs a result, customers reduce their orders. The export controls and fears for US rates have printed the stock price of Nvidia enormously in recent months. At the same time, the success of the Chinese AI Lab Deepseek, which developed efficient models that are competitive with models of leading AI labs, brought in investors to worry about the demand for powerful GPUs such as Blackwell.

Huang has claimed that the rise of Deepseek for awareness will in fact be a net positive for Nvidia because it will accelerate the wider acceptance of AI technology. He also pointed to the growth of power -hungry so -called “reasoning models” such as OpenAi’s O1 as the next mountain of Nvidia to climb.

To be clear, Nvidia does not hurt. The company reported a record -breaking quarter in February, with a turnover of $ 39.3 billion and a turnover of $ 43 billion for the following quarter. While rivals such as AMD have started the company’s territory, Nvidia still commands An estimated 82% of the GPU market. But Huang is Allegedly they feel impatient To see AI applications that matter then the technical industry.