NVIDIA GTC 2025: Key Announcements & What to Expect

Nvidia GTC 2025: What to Expect

Nvidia’s annual flagship conference, GTC, commences on Monday and continues through Friday in San Jose. The most significant announcements are anticipated to be unveiled on Tuesday. TechCrunch will be present to provide comprehensive coverage of all developments, and a substantial number of announcements are expected.

Jensen Huang, Nvidia’s CEO, is scheduled to deliver a keynote address at the SAP Center on Tuesday at 10 a.m. PT. The presentation will primarily focus on AI and advancements in accelerating computing technologies, as indicated by Nvidia.

Key Focus Areas

The company is also previewing announcements concerning robotics, sovereign AI, AI agents, and the automotive sector. Attendees can anticipate over 1,000 sessions featuring approximately 2,000 speakers and nearly 400 exhibitors.

Information regarding how to view the Nvidia GTC 2025 keynote online, alongside numerous other sessions, discussions, and panels, is readily available.

Anticipated Announcements

Traditionally, Nvidia utilizes GTC as a platform for unveiling new GPU-related products. A refreshed and enhanced version of the company’s Blackwell chip series is highly probable.

During Nvidia’s latest earnings report, Huang confirmed the release of the Blackwell B300 series, internally known as Blackwell Ultra, is planned for the latter half of the current year.

Blackwell Ultra and Rubin

Beyond increased computational capabilities, Blackwell Ultra cards will feature expanded memory capacity (288GB). This is a particularly appealing attribute for users aiming to operate and train large, memory-intensive AI models.

Nvidia’s next-generation GPU series, Rubin, is expected to be discussed at GTC in conjunction with Blackwell Ultra. Scheduled for release in 2026, Rubin is projected to deliver a substantial increase in computing performance, as described by Huang.

Huang also mentioned during the earnings call that he would share insights into products beyond Rubin at GTC. This could encompass Rubin Ultra GPUs or potentially the GPU architecture succeeding the Rubin family. These chips are named in honor of Vera Rubin, the astronomer renowned for her discovery of dark matter.

Expanding Horizons

In addition to GPUs, Nvidia may detail its strategies regarding recent progress in quantum computing. A dedicated “quantum day” is planned within GTC, featuring executives from leading companies in the field to “[map] the path toward practical quantum applications.”

Currently, Nvidia faces certain challenges. Reports indicate that initial Blackwell cards experienced significant overheating problems, leading to order reductions from customers.

Challenges and Opportunities

U.S. export restrictions and concerns about potential tariffs have negatively impacted Nvidia’s stock value in recent months. Simultaneously, the success of the Chinese AI lab DeepSeek, which has developed competitive AI models, has raised investor concerns regarding the demand for high-performance GPUs like Blackwell.

Huang maintains that DeepSeek’s emergence will ultimately benefit Nvidia by accelerating the wider adoption of AI technologies. He also highlighted the growth of computationally demanding “reasoning” models, such as OpenAI’s o1, as Nvidia’s next major objective.

Despite these challenges, Nvidia’s financial performance remains strong. The company reported record revenue of $39.3 billion in February and forecasts $43 billion for the following quarter. While competitors like AMD are gaining ground, Nvidia still controls approximately 82% of the GPU market.

However, Huang reportedly desires to see more tangible AI applications extending beyond the technology sector.

This article was originally published on March 11.