GTC, Nvidia’s largest convention of the yr, begins Monday and runs until Friday in San Jose, with the largest bulletins in all probability coming Tuesday. TechCrunch might be on the bottom protecting the information because it occurs — and we’re anticipating a wholesome dose of bulletins. And we’re making it straightforward so that you can observe alongside.
CEO Jensen Huang will give a keynote deal with on the SAP Center on Tuesday at 10 a.m. PT, specializing in — what else? — AI and accelerating computing applied sciences, in response to Nvidia. The firm can also 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 a giant chunk of the convention for GPU-related debuts. A brand new, upgraded iteration of the corporate’s Blackwell chip lineup appears possible.
During Nvidia’s most up-to-date earnings name, Huang confirmed that the upcoming Blackwell B300 sequence, codenamed Blackwell Ultra, is slated for launch within the second half of this yr. In addition to increased computing efficiency, Blackwell Ultra playing cards pack extra reminiscence (288GB), a gorgeous function for patrons seeking to run and prepare memory-hungry AI fashions.
Rubin, Nvidia’s next-gen GPU sequence, 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 “huge, huge, enormous step up” in computing energy.
Huang stated throughout the aforementioned Nvidia earnings name that he’d speak about post-Rubin merchandise at GTC, as effectively. That could possibly be Rubin Ultra GPUs, or maybe the GPU structure that’ll come after the Rubin household. (The chips are named after Vera Rubin, the astronomer who found darkish matter.)
Beyond GPUs, Nvidia could illuminate its method to current quantum computing developments. The firm has scheduled a “quantum day” for GTC, throughout which it’ll host execs from distinguished corporations within the house to “[map] the trail towards helpful quantum functions.”
One factor’s for positive: Nvidia may use a win.
Early Blackwell playing cards reportedly suffered from extreme overheating points, inflicting clients 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 traders to fret concerning the demand for highly effective GPUs like Blackwell.
Huang has asserted that DeepSeek’s rise to prominence will the truth is be a internet optimistic for Nvidia as a result of it’ll speed up the broader adoption of AI expertise. 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 following 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. But Huang is reportedly feeling impatient to see AI functions that matter past the tech trade.
This story initially revealed March 11.
