GTC, Nvidia’s greatest 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 deal with on the SAP Middle on Tuesday at 10 a.m. Pacific, specializing in — what else? — AI and accelerating computing applied sciences, in line with Nvidia. The corporate 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.
Right here’s the best way to watch the Nvidia GTC 2025 keynote on-line, together with many different periods, talks, and panels.
So what will we anticipate to see at GTC? Nicely, 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 seemingly.
Throughout Nvidia’s most up-to-date earnings name, Huang confirmed that the upcoming Blackwell B300 collection, 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 horny function for purchasers seeking to run and practice memory-hungry AI fashions.
Rubin, Nvidia’s next-gen GPU collection, 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 “huge, huge, big step up” in computing energy.
Huang stated in the course of the aforementioned Nvidia earnings name that he’d discuss post-Rubin merchandise at GTC, as properly. That could possibly be Rubin Extremely GPUs, or maybe the GPU structure that’ll come after the Rubin household.
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 distinguished corporations within the area 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 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 concerning the demand for highly effective GPUs like Blackwell.
Huang has asserted that DeepSeek’s rise to prominence will the truth is be a web constructive 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 corporate reported a record-breaking quarter in February, notching $39.3 billion in income and projecting $43 billion in income for the next quarter. Whereas rivals akin to AMD have begun to encroach on the corporate’s territory, Nvidia nonetheless instructions an estimated 82% of the GPU market.
