GTC, Nvidia’s greatest convention of the yr, begins Monday and runs until Friday in San Jose. TechCrunch shall be on the bottom masking the information because it occurs — and we’re anticipating a wholesome dose of bulletins.
CEO Jensen Huang will give a keynote deal with on the SAP Heart on Tuesday at 10 a.m. Pacific, specializing in — what else? — AI and accelerating computing applied sciences, in response to Nvidia. The corporate can be teasing reveals associated to robotics, sovereign AI, AI brokers, and automotive — plus 1,000 classes with 2,000 audio system and near 400 exhibitors.
Right here’s methods to watch the Nvidia GTC 2025 keynote on-line, together with many different classes, talks, and panels.
So what can we anticipate to see at GTC? Properly, Nvidia usually reserves a giant chunk of the convention for GPU-related debuts. A brand new, upgraded iteration of the corporate’s Blackwell chip lineup appears probably.
Throughout Nvidia’s most up-to-date earnings name, Huang confirmed that the upcoming Blackwell B300 sequence, codenamed Blackwell Extremely, is slated for launch within the second half of this yr. Along with increased computing efficiency, Blackwell Extremely playing cards pack extra reminiscence (288GB), a lovely characteristic for purchasers trying to run and prepare memory-hungry AI fashions.
Rubin, Nvidia’s next-gen GPU sequence, is nearly sure to get a point out at GTC alongside Blackwell Extremely. Due out in 2026, Rubin guarantees to ship what Huang has described as a “massive, massive, large step up” in computing energy.
Huang mentioned in the course of the aforementioned Nvidia earnings name that he’d speak about post-Rubin merchandise at GTC, as nicely. That may very well be Rubin Extremely 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.)
Past GPUs, Nvidia might illuminate its strategy to latest quantum computing developments. The corporate has scheduled a “quantum day” for GTC, throughout which it’ll host execs from outstanding corporations within the house to “[map] the trail towards helpful quantum purposes.”
One factor’s for positive: Nvidia might 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 worth in latest months. On the identical time, the success of Chinese language AI lab DeepSeek, which developed environment friendly fashions aggressive with fashions from main AI labs, has prompted traders to fret in regards to the demand for highly effective GPUs like Blackwell.
Huang has asserted that DeepSeek’s rise to prominence will in actual fact be a web 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 corporate reported a record-breaking quarter in February, notching $39.3 billion in income and projecting $43 billion in income for the following quarter. Whereas rivals corresponding to AMD have begun to encroach on the corporate’s territory, Nvidia nonetheless instructions an estimated 82% of the GPU market. However Huang is reportedly feeling impatient to see AI purposes that matter past the tech trade.
