What to expect from Nvidia GTC 2025?

Nvidia’s GPU Technology Conference (GTC) 2025 will take place from March 17-21 in San Jose, California, featuring CEO Jensen Huang’s keynote address on March 18 at 10 a.m. Pacific, where he will focus on AI and accelerating computing technologies.

Nvidia is expected to unveil several significant announcements during GTC, including updates to its Blackwell chip lineup. Huang confirmed in a recent earnings call that the Blackwell B300 series, codenamed Blackwell Ultra, is set to launch in the second half of 2025, featuring enhanced computing performance and 288GB of memory, catering to AI models that require substantial memory resources.

The conference will likely also discuss Rubin, Nvidia’s next-generation GPU series, which is anticipated to debut in 2026. Huang described Rubin as a “big, big, huge step up” in computing power. Additionally, he plans to address future products beyond Rubin, possibly referring to Rubin Ultra GPUs or the architecture that will follow the Rubin series.

Nvidia has scheduled a “quantum day” during GTC to focus on recent advancements in quantum computing. This session will involve executives from notable companies to discuss the path toward practical quantum applications.

Nvidia stock might bounce back to $150 before GTC 2025

Nvidia is experiencing challenges, including reports of early Blackwell cards facing significant overheating issues, which prompted order reductions from customers. Recent U.S. export controls and trade tariff concerns have led to a decline in Nvidia’s stock price. The rise of the Chinese AI lab DeepSeek, noted for creating competitive efficient models, has raised investor concerns regarding the demand for Nvidia’s powerful GPUs like Blackwell. However, Huang views DeepSeek’s emergence as beneficial for Nvidia, arguing that it may accelerate AI technology adoption.

Nvidia has maintained a robust financial position, reporting $39.3 billion in revenue during the last quarter and projecting $43 billion for the next. Despite increased competition from rivals like AMD, Nvidia still holds an approximate 82% share of the GPU market.

This year’s GTC will highlight major trends driving technology forward, with a focus on innovations in AI, hardware launches, and strategic partnerships. Developers, researchers, and tech leaders are anticipated to gain valuable insights into future technologies and the ethical implications of AI during the event.

Featured image credit: Nvidia