Nvidia GTC 2025: What to anticipate from this 12 months’s present

GTC, Nvidia’s greatest convention of the 12 months, begins Monday and runs until Friday in San Jose, with the largest bulletins most likely coming Tuesday. TechCrunch will likely be on the bottom masking the information because it occurs — and we’re anticipating a wholesome dose of bulletins. And we’re making it straightforward so that you can observe alongside.

CEO Jensen Huang will give a keynote handle on the SAP Heart on Tuesday at 10 a.m. PT, 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? Effectively, Nvidia usually reserves an enormous 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 collection, codenamed Blackwell Extremely, is slated for launch within the second half of this 12 months. Along with larger computing efficiency, Blackwell Extremely playing cards pack extra reminiscence (288GB), a lovely characteristic for purchasers seeking to run and prepare memory-hungry AI fashions.

Rubin, Nvidia’s next-gen GPU collection, is sort of 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 “large, large, big step up” in computing energy.

Huang mentioned throughout 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 could illuminate its method 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 house to “[map] the trail towards helpful quantum purposes.”

One factor’s for certain: 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 similar time, the success of Chinese language AI lab DeepSeek, which developed environment friendly fashions aggressive with fashions from main AI labs, has prompted buyers to fret in regards to the demand for highly effective GPUs like Blackwell.

Huang has asserted that DeepSeek’s rise to prominence will in truth be a web constructive 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 next 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 business.