Nvidia’s GTC Conference: What to Expect
Keynote Address
CEO Jensen Huang will give a keynote address at the SAP Center on Tuesday at 10 a.m. Pacific, focusing on AI and accelerating computing technologies, according to Nvidia. The company is also teasing reveals related to robotics, sovereign AI, AI agents, and automotive.
GPU-related Announcements
Nvidia typically reserves a big chunk of the conference for GPU-related debuts. A new, upgraded iteration of the company’s Blackwell chip lineup seems likely. The Blackwell B300 series, codenamed Blackwell Ultra, is slated for release in the second half of this year. It packs more memory (288GB), an attractive feature for customers looking to run and train memory-hungry AI models.
The next-gen GPU series, Rubin, is also expected to get a mention at GTC alongside Blackwell Ultra. Due out in 2026, Rubin promises to deliver a "big, big, huge step up" in computing power. Huang has also hinted that he’ll talk about post-Rubin products at GTC, which could include Rubin Ultra GPUs or the GPU architecture that will come after the Rubin family.
Quantum Computing Advances
Nvidia has scheduled a "quantum day" for GTC, during which it will host execs from prominent companies in the space to "map the path toward useful quantum applications."
Overcoming Challenges
One thing’s for sure: Nvidia could use a win. Early Blackwell cards reportedly suffered from severe overheating issues, causing customers to cut their orders. U.S. export controls and fears of tariffs have also depressed Nvidia’s stock price in recent months. The success of Chinese AI lab DeepSeek has further raised concerns about the demand for powerful GPUs like Blackwell.
However, Huang has asserted that DeepSeek’s rise to prominence will in fact be a net positive for Nvidia, as it will accelerate the broader adoption of AI technology. He has also pointed to the growth of power-hungry "reasoning" models like OpenAI’s o1 as Nvidia’s next mountain to climb.
Conclusion
Nvidia’s GTC conference is expected to be a significant event, with a keynote address, GPU-related announcements, and discussions on quantum computing and AI. While the company faces challenges, it remains a dominant player in the GPU market, with an estimated 82% market share.
Frequently Asked Questions
Q: What is Nvidia’s GTC conference?
A: GTC (GPU Technology Conference) is Nvidia’s biggest conference of the year, featuring keynote addresses, GPU-related announcements, and discussions on AI and quantum computing.
Q: What will Jensen Huang discuss in his keynote address?
A: Huang will focus on AI and accelerating computing technologies, as well as reveals related to robotics, sovereign AI, AI agents, and automotive.
Q: What new GPU series can I expect to be announced at GTC?
A: Nvidia is expected to announce the Blackwell B300 series, codenamed Blackwell Ultra, and the next-gen GPU series, Rubin, which promises to deliver a "big, big, huge step up" in computing power.
Q: Will Nvidia discuss quantum computing at GTC?
A: Yes, Nvidia has scheduled a "quantum day" to host execs from prominent companies in the space to "map the path toward useful quantum applications."
