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

GTC, Nvidia’s largest convention of the yr, begins Monday and runs until Friday in San Jose. TechCrunch will probably be on the bottom overlaying the information because it occurs — and we’re anticipating a wholesome dose of bulletins.

CEO Jensen Huang will give a keynote handle on the SAP Heart on Tuesday at 10 a.m. Pacific, specializing in — what else? — AI and accelerating computing applied sciences, according to Nvidia. The corporate can be teasing reveals associated to robotics, sovereign AI, AI agents, and automotive — plus 1,000 classes with 2,000 audio system and near 400 exhibitors.

Here’s how to watch the Nvidia GTC 2025 keynote online, together with many different classes, talks, and panels.

So what will we anticipate to see at GTC? Nicely, Nvidia usually reserves a giant chunk of the convention for GPU-related debuts. A brand new, upgraded iteration of the corporate’s Blackwell chip lineup appears seemingly.

Throughout Nvidia’s most up-to-date earnings name, Huang confirmed that the upcoming Blackwell B300 sequence, codenamed Blackwell Extremely, is slated for launch within the second half of this yr. Along with greater computing efficiency, Blackwell Extremely playing cards pack extra reminiscence (288GB), a beautiful function for purchasers trying to run and practice memory-hungry AI fashions.

Rubin, Nvidia’s next-gen GPU sequence, is nearly 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 “massive, massive, enormous step up” in computing energy.

Huang stated throughout the aforementioned Nvidia earnings name that he’d discuss post-Rubin merchandise at GTC, as effectively. That may very well be Rubin Extremely GPUs, or maybe the GPU structure that’ll come after the Rubin household.

Past GPUs, Nvidia might illuminate its strategy to current quantum computing developments. The corporate has scheduled a “quantum day” for GTC, throughout which it’ll host execs from distinguished firms within the house to “[map] the trail towards helpful quantum functions.”

One factor’s for certain: Nvidia may use a win.

Early Blackwell playing cards reportedly suffered from severe overheating issues, inflicting clients to chop their orders. U.S. export controls and fears of tariffs have massively depressed Nvidia’s inventory worth in current months. On the identical time, the success of Chinese language AI lab DeepSeek, which developed environment friendly fashions aggressive with fashions from main AI labs, has prompted traders to fret concerning the demand for highly effective GPUs like Blackwell.

Huang has asserted that DeepSeek’s rise to prominence will in actual fact be a net positive 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 akin to AMD have begun to encroach on the corporate’s territory, Nvidia still commands an estimated 82% of the GPU market.