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

Nvidia GTC 2025 starts in San Jose, featuring a keynote on AI by CEO Jensen Huang. Expected announcements include the Blackwell Ultra chip, next-gen Rubin GPUs, insights on quantum computing, and extensive sessions on AI and robotics. Despite challenges like overheating issues and market competition, Nvidia is optimistic for growth, backed by its strong market share and recent revenue success.

Key points

  • Nvidia GTC 2025 runs from Monday to Friday in San Jose.
  • CEO Jensen Huang will deliver a keynote focused on AI and computing technologies.
  • Announcements expected on new Blackwell Ultra chips and next-gen Rubin GPUs.
  • Nvidia plans to discuss advancements in quantum computing and host 'quantum day'.
  • Recent challenges include overheating issues with Blackwell cards and increased competition from Chinese AI labs.
  • Despite concerns, Nvidia reported $39.3 billion in revenue last quarter and projects $43 billion for the next.

Why it matters

  • The conference reflects increasing importance of AI and GPU technology in the tech industry.
  • Nvidia's market position is threatened by emerging competitors like AMD and innovations from Chinese firms.
  • Growth in quantum computing aligns with IT trends towards exploring new computing paradigms for advanced applications.

Nvidia GTC 2025 promises key insights into AI advancements and hardware developments, highlighting the company’s resilience and innovation amid competition and challenges.