GTC, Nvidia’s biggest annual AI conference, kicks off Monday and runs through Friday in San Jose. It is expected to draw a diverse crowd of tech leaders eager for fresh developments in AI, robotics, and accelerated computing.
Cryptopolitan will report the latest announcements and developments during the conference. AI enthusiasts on-site can also catch a range of live-streamed talks, including Tuesday’s keynote from CEO Jensen Huang at the SAP Center at 10 a.m. Pacific Time.
Many of these sessions will be viewable online, and Huang’s keynote will be streamed on Nvidia’s website and YouTube channel without any registration needed.
Nvidia is expected to reveal new GPUs and discuss quantum computing progress. Nvidia says more than 1,000 sessions are on the agenda, supported by 2,000 speakers and nearly 400 exhibitors.
Discussions are being anticipated around sovereign AI, automotive innovation, and the latest in AI agents. It is typical for Nvidia to reveal a large chunk of its AI GPUs during such conferences. Analysts are predicting news related to new hardware for memory-intensive AI training.
Speaking of GPUs, insiders expect a significant spotlight on Blackwell, the firm’s next major chip family. Huang confirmed during the company’s latest earnings call that the Blackwell B300 series, code-named Blackwell Ultra, will land in the second half of this year. These cards are said to offer not just a boost in computing speed but also a jump in memory capacity, packing 288GB. This upgrade could be attractive to AI research involving data-hungry models.
See also
French publishers and authors sue Meta for AI training copyright
But the Blackwell lineup is only part of the story. Nvidia’s Rubin series, scheduled for release in 2026, is rumored to provide what Huang has called a “big, big, huge step up” in processing power.
Another sign that GTC will dive into cutting-edge themes is that Nvidia has scheduled a “quantum day” to explore quantum computing progress and its implications for real-world use.
Executives from leading quantum firms will discuss how to accelerate commercial breakthroughs in that field, reflecting Nvidia’s larger push to cover a broad spectrum of technologies under one roof.
Still, there’s some uncertainty swirling around the company. Early Blackwell units had serious overheating issues. Due to this, many customers ended up cutting their orders.
Adding to that, U.S. export regulations and tariff worries have weighed on Nvidia’s stock price in recent months. Meanwhile, the swift progress of Chinese AI lab DeepSeek, which developed efficient models that rival offerings from established AI firms, has caused some investors to wonder if demand for Nvidia’s highest-tier GPUs might taper off.
Huang, for his part, believes that DeepSeek’s emergence will actually broaden the overall AI market, raising the need for robust computing solutions. He also points to the rise of elaborate “reasoning” models, such as OpenAI’s o1, as a catalyst for more powerful GPU requirements. And despite investor worries, Nvidia’s financial performance didn’t really get hurt.
See also
Morgan Stanley downgrades Apple price target after Siri delays and U.S. tariffs concerns
Nvidia announced record financial results in February. It reported $39.3 billion in revenue and predicted $43 billion for the following quarter. Rival chipmakers like AMD have started to grab some market share, but Nvidia still commands roughly 82% of the GPU segment.
Cryptopolitan Academy: Want to grow your money in 2025? Learn how to do it with DeFi in our upcoming webclass.
Save Your Spot