NVIDIA GTC 2025: What to expect from this year’s show

The GTC, the biggest Conference of the Year of NVIDIA, begins on Monday and continues until Friday in San Jose. TechCrunch will be on the ground, covering the news as is the case – and we expect a healthy dose of messages.

CEO Jensen Huang will give a major address at Sap Center on Tuesday at 10 am the Pacific Ocean, focusing on – what else? – AI and accelerate computing technologies, According to NvidiaS The company also annoys robotics -related revelations, Sovereign ai., AI agentsand car – plus 1000 sessions with 2000 speakers and near 400 exhibitors.

Here’s how to watch the main note NVIDIA GTC 2025Along with many other sessions, conversations and panels.

So what do we expect to see in GTC? Well, Nvidia usually reserves a large part of the GPU -related debut conference. The new, new Blackwell Chip composition of the company, is likely to be likely.

During the last NVIDIA profit call, Huang confirmed That the upcoming Blackwell B300 series, the coded name of the Blackwell Ultra, is scheduled for exit in the second half of this year. In addition to higher computers, Blackwell Ultra cards pack more memory (288 GB), an attractive feature for customers who want to launch and train AI models hungry for memory.

Rubin, the next -generation GPU series of NVIDIA, is almost certain that it will be mentioned in GTC along with Blackwell Ultra. In 2026, Rubin promises to deliver what Huang described as “a big, big, huge step up” in computing power.

Huang said during the aforementioned call for NVIDIA’s profit that he would also talk about products after Rubin in GTC. This may be Rubin Ultra GPU or maybe the GPU architecture that will come after a Rubin family. (The chips are Called Vera RubinThe astronomer who discovered dark matter.)

Beyond the graphic processors, NVIDIA can illuminate its approach to the recent progress of quantum calculations. The company has scheduled A ‘Quantum day“For GTC, during which he will host contractors from prominent companies in space to” (map) the way to useful quantum applications. “

One thing is for sure: Nvidia can use profit.

Blackwell Early Cards He has been reported to have suffered severe overheating problemsIt causes customers to reduce their orders. US export control and fears of tariffs have widely suppressed the price of NVIDIA shares in recent months. At the same time, the success of Chinese AI Lab Deepseek, which has developed effective models, competitive with leading AI Labs models, prompted investors to worry about the search for powerful graphics processors like Blackwell.

Huang claims that Deepseek’s rise to fame will actually be net positive For NVIDIA, because it will accelerate the broader reception of AI technology. He also pointed to the growth of hunger power, the so -called “reasoning” models as O1 of Openai as the next NVIDIA mountain that climbs.

To make it clear, Nvidia doesn’t hurt accurately. The company reported a record quarter in February, noting $ 39.3 billion revenue and designed $ 43 billion revenue for the next quarter. While rivals like AMD began to enter the company, Nvidia still commands Approximately 82% of the GPU market. But Huang is It is reported to feel impatient To see AI apps that matter outside the technology industry.