Nvidia's GTC 2025: the future of AI chips is here
san jose, Monday, 17 March 2025.
Nvidia’s GPU Technology Conference (GTC) 2025 is expected to be a landmark event. All eyes are on CEO Jensen Huang’s keynote. The talk will likely introduce the ‘Blackwell,’ ‘Ultra,’ and ‘Rubin’ architectures. Nvidia is eager to share exciting advancements in enterprise and agentic AI, reasoning models, and robotics. GTC 2025 takes place in San Jose, CA, from March 17 to March 21. Don’t miss the unveiling of quantum computing advances and next-gen networking tech.
GTC 2025: A focal point for AI innovation
Nvidia’s GTC 2025 is set to commence today, running until March 21 in San Jose [2][3]. CEO Jensen Huang’s keynote address is scheduled for March 18 at the SAP Center [2][3]. The address is expected to cover advancements in agentic AI, robotics, and accelerated computing [3]. Over 1000 sessions and 400 exhibits will be featured at the conference [3]. GTC is considered a key event for observing AI’s future [3].
Blackwell and Rubin architectures
The conference is expected to reveal more about Nvidia’s Blackwell Ultra GPU series and the next-generation Rubin chip architecture [4]. Blackwell Ultra cards are slated for release in the latter half of 2025. These cards will feature 288 GB of memory [2]. The Rubin GPU series is expected in 2026 [2]. Huang has described Rubin as a “big, big, huge step up” in computing power [2]. Jefferies analysts anticipate that product announcements at GTC will positively influence Nvidia’s stock [1].
Nvidia’s market position and competitive advantages
Nvidia currently holds an estimated 82% of the GPU market [2]. Huang believes DeepSeek’s AI model development will benefit Nvidia by accelerating AI technology adoption [2]. Bank of America analysts anticipate Nvidia will present updates on Blackwell Ultra, focusing on inferencing for reasoning models [1]. These models are being developed by companies like OpenAI and Google [1]. Nvidia’s advancements in these areas strengthen its competitive edge and revenue potential.
Financial performance and future outlook
In February 2025, Nvidia reported a record-breaking quarter with $39.3 billion in revenue [2]. The company projected $43 billion in revenue for the following quarter [2]. Despite positive performance, factors like U.S. export controls and tariff concerns have impacted Nvidia’s stock price [2]. Investors are keen to move past supply chain issues and focus on Nvidia’s technology roadmap [1]. Updates on long-term opportunities in autonomous vehicles, robotics, and quantum computing are also anticipated [1].