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Nvidia GTC 2025: What to expect from this year’s show
Nvidia's GTC 2025 starts Monday in San Jose, with a keynote by CEO Jensen Huang on AI advancements. Expectations include the unveiling of the Blackwell Ultra chip, discussions on the next-generation Rubin GPUs, and developments in quantum computing. Amid recent challenges and competition, Nvidia aims to showcase its leadership in AI technology while projected revenues remain strong.
Key points
- GTC 2025 is Nvidia's major conference occurring from Monday to Friday in San Jose.
- Keynote speaker Jensen Huang will focus on AI and accelerated computing technologies.
- Expected highlights include the Blackwell Ultra chip release and discussions on the future Rubin GPUs.
- Nvidia will also host conversations regarding advancements in quantum computing.
- The company faces challenges from overheating issues in Blackwell cards and competition from AI lab DeepSeek.
- Despite challenges, Nvidia reported $39.3 billion in revenue last quarter, maintaining 82% of the GPU market.
Why it matters
- The event aligns with growing trends in AI and quantum computing, reflecting current technological advancements.
- Nvidia's competition with Chinese AI labs, like DeepSeek, signifies increasing global competition in AI technologies.
- GPU market dominance is a key trend, with increasing demand for high-performance models due to AI's rise.
Nvidia's GTC 2025 serves as a critical platform for the company to reaffirm its standing in the AI and GPU markets amidst challenges, while showcasing innovations that could shape the future of technology.