Replay: Watch Huang’s Keynote Here
8 hr 45 min ago
Watch Huang’s keynote in full with the video player below.
Huang Wraps Up Keynote With Help of Star Wars-Style Robot
9 hr 19 min ago
Huang ended his GTC 2025 keynote address talking about Nvidia’s robotics infrastructure.
The presentation was capped off by the announcement of a joint venture with Google’s DeepMind and Disney Research.
A short video animated in the style of Disney’s Pixar introduced a bipedal robot, similar to those that accompany humans in the Disney-owned Star Wars franchise, wandering through sand dunes. A physical prototype of the robot, which Huang called Blue, was then brought onto the stage, where it followed his directions and reacted to his questions with gestures and noises.
Nvidia Announces Next-Generation Systems Blackwell Ultra and Vera Rubin
9 hr 46 min ago
As expected, Nvidia announced its Blackwell Ultra chip, which the chipmaker said can offer 1.5 times the AI performance of earlier Blackwell chips.
Blackwell Ultra is set to come in the second half of the year, Huang said, consistent with Nvidia’s plans to roll out a new product line every year. Its Vera Rubin, the next generation, is expected to ship in 2026.
Amazon’s AWS, Google Cloud, Microsoft’s Azure and Oracle will be among the first cloud service providers to offer services powered by Blackwell Ultra, the company said.
Server makers Cisco, Dell Technologies, Hewlett Packard Enterprise, Lenovo and Supermicro will also be among those expected to deliver a wide range of servers based on Blackwell Ultra.
Nvidia Says Its Dynamo Software Can Boost Efficiency and Lower Costs
9 hr 57 min ago
During the event, Huang announced Nvidia’s Dynamo, an open-source software that the company said can raise efficiency and lower costs for AI inference.
The company said that Dynamo can even double performance serving Meta’s Llama models on Nvidia’s Hopper platform, Blackwell’s predecessor.
“It will enable users to accelerate the adoption of AI inference, including at AWS, Cohere, CoreWeave, Dell, Fireworks, Google Cloud, Lambda, Meta, Microsoft Azure, Nebius, NetApp, OCI, Perplexity, Together AI and VAST,” the company said in a release.
The AI industry has become increasingly interested in efficiency since Chinese start-up DeepSeek released its super-efficient R1 reasoning model earlier this year.
Huang Lays Out AI System Roadmap
10 hr 6 min ago
We’re one year out from Nvidia’s follow-up to the immensely powerful Blackwell system, said Huang.
Vera Rubin is Nvidia’s next-generation system, and it will contain 144 individual Nvidia GPUs. Rubin was an astrophysicist who discovered dark matter. The system is expected to roll out in the second half of 2026.
Huang said the company would release the Rubin Ultra, containing 576 GPUs, in the second half of 2027. The system, he said, will dramatically increase AI computing power and efficiency.
Blackwell 40x More Powerful Than Hopper, Huang Says
10 hr 14 min ago
“I’m the Chief Revenue Destroyer,” Jensen Huang quipped after noting that Nvidia’s new Blackwell system was 40 times more powerful than its predecessor Hopper system.
Huang joked there were few instances in which he’d recommend buying a Hopper rather than Blackwell system.
Nvidia Shares Slide During Huang’s Address
10 hr 28 min ago
Nvidia shares were down about 3% about an hour into Jensen Huang’s keynote address.
The stock remained off its session lows from early in the morning but has fallen relatively steadily since Huang’s presentations began.
Nvidia to Partner With GM on Self-Driving Cars
10 hr 52 min ago
Jensen Huang on Tuesday announced Nvidia would partner with GM (GM) to develop and build the automaker’s future fleet of self-driving cars.
The announcement focused heavily on autonomous vehicle safety, with Huang announcing Nvidia HALO, “a comprehensive safety system.”
The announcement was followed by a video demonstration of autonomous driving tests explaining how Nvidia’s chips and software are enabling self-driving cars.
GM shares rebounded from their session lows following the announcement but remained slightly lower for the day.
Huang Predicts Data Center Spending To Soar
11 hr 3 min ago
Huang said data center buildouts are at an “inflection point,” expecting data center capital expenditures could exceed $1 trillion by 2028.
Huang pointed to sales of 3.6 million Blackwell GPUs so far this year to the big four cloud platforms. The chipmaker counts Microsoft (MSFT), Meta (META), Amazon (AMZN), and Google-parent Alphabet (GOOGL) among its major clients, with all of them announcing plans to boost spending on AI in recent earnings calls.
Last month, Wedbush analysts said about 70% of Nvidia customers they spoke with said they are raising their budgets for AI spending.
Huang Points to Surging GPU Demand from CSPs
11 hr 12 min ago
Huang said AI computing is at an inflection point, pointing to a surging demand for Nvidia graphics processing units.
Nvidia shipped 1.3 million Hopper GPUs to America’s four largest cloud service providers—Microsoft (MSFT), Alphabet (GOOG), Amazon (AMZN), and Meta (META)—in 2024. In 2025, it has already shipped 3.6 million Blackwell GPUs.
Correction: A prior version of this entry understated the number of Blackwell GPUs shipped so far this year.
Huang Maps Out the Phases of AI
11 hr 27 min ago
Huang opened his keynote with a timeline of AI’s development.
“AI really came into the world’s consciousness 10 years ago,” Huang said. The first iteration Huang called Perception AI, and it was characterized by speech recognition and other simple processes.
Generative AI followed, allowing AI to produce text and images through predictive patterns.
Now, he says, we’re in the middle of the rollout of Agentic AI, artificial intelligence that can interact with the digital world, performing tasks on a user’s behalf.
Next is Physical AI, the intelligence that’s expected to power humanoid robots.
Analysts Expect GTC To Be Positive Catalyst for the AI Trade
11 hr 59 min ago
Nvidia shares were 2% lower in intraday trading Tuesday ahead of the event some Wall Street analysts are calling the “AI Woodstock.”
Wedbush analysts suggested the event could be a ”wake-up moment for the tech bulls” after a tough start to the year, with Nvidia shares down about 13% for 2025 amid a broader tech rout as concerns about AI spending and the potential impact of policies on tariffs and export restrictions weighed on sentiment.
Wedbush, along with Bank of America, UBS, and others have suggested the stock’s recent losses could be an opportunity to buy the dip, pointing to strong demand for AI hardware. The consensus price target of analysts tracked by Visible Alpha at $177 would suggest roughly 50% upside from Nvidia’s level ahead of the event.
What To Expect From Jensen Huang’s GTC 2025 Keynote
12 hr 11 min ago
Investors and analysts will be watching for updates on the company’s latest artificial intelligence chips, upcoming releases, and developments in gaming and robotics.
The AI chipmaker is expected to showcase its Blackwell Ultra GB300 family of chips, which Deutsche Bank analysts said is expected to deliver over 50% more memory capacity and significantly higher performance than its earlier Blackwell offerings. The timing of GB300’s rollout will be a focus, the analysts said, particularly as Nvidia has faced delays in fully ramping up Blackwell production.
Nvidia could also offer more details on its Rubin GPU, the successor to Blackwell expected in 2026, along with its associated Vera CPU, and the Rubin Vera platform. It’s possible Huang’s keynote could offer breadcrumbs at what lies a generation beyond Rubin, analysts said.