GTC, Nvidia’s largest convention of the yr, begins Monday and runs until Friday in San Jose. TechCrunch might be on the bottom overlaying the information because it occurs — and we’re anticipating a wholesome dose of bulletins.
CEO Jensen Huang will give a keynote handle on the SAP Center on Tuesday at 10 a.m. Pacific, specializing in — what else? — AI and accelerating computing applied sciences, based on Nvidia. The firm can be teasing reveals associated to robotics, sovereign AI, AI brokers, and automotive — plus 1,000 periods with 2,000 audio system and near 400 exhibitors.
Here’s methods to watch the Nvidia GTC 2025 keynote on-line, together with many different periods, talks, and panels.
So what will we count on to see at GTC? Well, Nvidia sometimes reserves an enormous chunk of the convention for GPU-related debuts. A brand new, upgraded iteration of the corporate’s Blackwell chip lineup appears doubtless.
During Nvidia’s most up-to-date earnings name, Huang confirmed that the upcoming Blackwell B300 collection, codenamed Blackwell Ultra, is slated for launch within the second half of this yr. In addition to greater computing efficiency, Blackwell Ultra playing cards pack extra reminiscence (288GB), a horny function for patrons trying to run and practice memory-hungry AI fashions.
Rubin, Nvidia’s next-gen GPU collection, is sort of sure to get a point out at GTC alongside Blackwell Ultra. Due out in 2026, Rubin guarantees to ship what Huang has described as a “large, large, large step up” in computing energy.
Huang mentioned through the aforementioned Nvidia earnings name that he’d speak about post-Rubin merchandise at GTC, as effectively. That may very well be Rubin Ultra GPUs, or maybe the GPU structure that’ll come after the Rubin household.
Beyond GPUs, Nvidia might illuminate its strategy to current quantum computing developments. The firm has scheduled a “quantum day” for GTC, throughout which it’ll host execs from outstanding firms within the area to “[map] the trail towards helpful quantum purposes.”
One factor’s for positive: Nvidia may use a win.
Early Blackwell playing cards reportedly suffered from extreme overheating points, inflicting prospects to chop their orders. U.S. export controls and fears of tariffs have massively depressed Nvidia’s inventory value in current months. At the identical time, the success of Chinese AI lab DeepSeek, which developed environment friendly fashions aggressive with fashions from main AI labs, has prompted buyers to fret in regards to the demand for highly effective GPUs like Blackwell.
Huang has asserted that DeepSeek’s rise to prominence will the truth is be a web optimistic for Nvidia as a result of it’ll speed up the broader adoption of AI know-how. He has additionally pointed to the expansion of power-hungry so-called “reasoning” fashions like OpenAI’s o1 as Nvidia’s subsequent mountain to climb.
To be clear, Nvidia isn’t precisely hurting. The firm reported a record-breaking quarter in February, notching $39.3 billion in income and projecting $43 billion in income for the next quarter. While rivals comparable to AMD have begun to encroach on the corporate’s territory, Nvidia nonetheless instructions an estimated 82% of the GPU market.
