Nvidia GTC 2025: Key Highlights and Expectations

# Nvidia # GTC

GTC, Nvidia's premier event of the year, kicks off this Monday and runs through Friday in San Jose. The most anticipated announcements are expected on Tuesday, and TechCrunch will be there to bring you all the latest news. We're gearing up for a packed schedule of announcements, and we've made it easy for you to stay in the loop. On Tuesday at 10 a.m. PT, Nvidia's CEO Jensen Huang will take the stage at the SAP Center for his keynote address. He'll be diving deep into AI and accelerated computing technologies, as per Nvidia's tease. But that's not all—Nvidia has hinted at exciting reveals in robotics, sovereign AI, AI agents, and the automotive sector. With 1,000 sessions, 2,000 speakers, and nearly 400 exhibitors, there's a lot to look forward to. Want to catch the Nvidia GTC 2025 keynote and other sessions from the comfort of your home? We've got you covered on how to watch everything online. So, what can we expect from GTC? Nvidia usually uses this platform to unveil new GPU developments, and this year might see the debut of an updated Blackwell chip lineup. During their recent earnings call, Huang confirmed that the Blackwell B300 series, codenamed Blackwell Ultra, is set to launch in the second half of the year. These chips promise higher computing performance and boast an impressive 288GB of memory, perfect for running and training those memory-intensive AI models. We're also likely to hear about Nvidia's next-gen GPU series, Rubin, which is slated for a 2026 release. Huang has hyped it up as a "big, big, huge step up" in computing power. And he's hinted at discussing post-Rubin products at GTC, possibly the Rubin Ultra GPUs or even the architecture that follows the Rubin family. Fun fact: these chips are named after Vera Rubin, the astronomer who discovered dark matter. But GPUs aren't the only thing on the agenda. Nvidia is also set to shed light on its quantum computing strategy with a dedicated "quantum day," featuring execs from leading companies to explore the path toward practical quantum applications. Nvidia could really use a win right now. Early Blackwell cards have reportedly faced overheating issues, leading to reduced orders from customers. U.S. export controls and tariff concerns have taken a toll on Nvidia's stock price, and the rise of Chinese AI lab DeepSeek, with its efficient models, has investors questioning the demand for high-end GPUs like Blackwell. Huang sees DeepSeek's success as a positive for Nvidia, predicting it'll boost the broader adoption of AI technology. He's also eyeing the growth of power-hungry "reasoning" models like OpenAI's o1 as Nvidia's next big challenge. Despite these challenges, Nvidia isn't struggling. They reported a record-breaking quarter in February with $39.3 billion in revenue and are projecting $43 billion for the next quarter. While competitors like AMD are making inroads, Nvidia still holds an estimated 82% of the GPU market. But Huang is eager to see AI applications that make a difference beyond just the tech world. *This story was originally published on March 11.*

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