After a jam-packed CES 2025 session, NVIDIA CEO Jensen Huang is kicking off the company’s GTC 2025 AI conference with a two-hour-long keynote in just a few hours. Expect to hear more about the company’s expansive AI plans, which will likely cover everything from robots to in-car technology. Basically, the keynote will likely be an expansion of themes Huang has already discussed at CES. But since GTC is NVIDIA’s own conference, he’ll be free to get even nerdier and more specific (something the CES audience didn’t seem to appreciate). Also, the GTC schedule has March 20 carved out as “Quantum Day,” with a two-hour panel hosted by Huang starting at 1pm ET, so we can probably expect some discussion around that later this week.
Given the rocky launch of NVIDIA’s Blackwell GPUs — from its pricey RTX 5090 to the more attainable RTX 5070 — NVIDIA also plans to unveil more details around its next-generation graphics architectures, Blackwell Ultra and Vera Rubin. Huang confirmed that Blackwell Ultra cards are coming in the “second half” of this year in a recent earnings call, and he added, “The next train [is] Blackwell Ultra with new networking, new memory, and of course, new processors.” Additionally, he noted “The click after that is called Vera Rubin and all of our partners are getting up to speed on the transition to that.” Those Vera Rubin GPUs will offer a “big, big, huge step up,” Huang extolled to investors and analysts.
Join us at 1PM ET for Jensen Huang’s GTC 2025 keynote, and we’ll also be covering NVIDIA’s pre-show on the liveblog ahead of that.
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Reasoning is a new capability in the Agentic AI era, he says. That’s a strong word to use for slightly better generative AI.
And there’s your first mention of agentic AI.
Now we’re in the Generative AI phase, but according to Huang’s chart, we’re heading to an Agentic AI era, followed by Physical AI. And that’s where robots come in.
“AI really came into the world’s consciousness about a decade ago,” it started with Perception AI and computer vision, Huang said. It’s either to forget a lot of computer vision technology led directly to today’s AI tools.
NVIDIA CEO Jensen Huang discussing how AI has evolved.
So far, most of this is a repeat of Jensen’s CES presentation. We saw this Assassin’s Creed path tracing demo then too.
NVIDIA CEO Jensen Huang on stage at the GTC AI conference.
Well, you know it’s easy to sell out of an GPU when you don’t have much stock to sell in the first place.
Today’s jacket? Simple, clean, better than snakeskin.
Jensen Huang is on stage, and he says he’s doing with “without a net,” meaning no script or teleprompter. The guy’s a good public speaker, but can he make NVIDIA’s AI dreams interesting to watch? We’ll see!
What do we think of today’s leather jacket?
The NVIDIA GTC AI conference has officially started. (NVIDIA)
“We wanted to do this at NVIDIA, so through the magic of artificial intelligence, we’re going to bring you to NVIDIA’s headquarters.” Cue delayed video transition.
You know, they had me almost drinking the token Kool-Aid until the prosthetic arm bit.
This short intro really shows off the wishful AI thinking we’ve been talking about. Hopefully tokens and NVIDIA’s AI technology can actually do all these things, like power robotic arms. But we’re still waiting for proof.
We’re watching an ode to tokens, which I think is very close to what we saw ahead of NVIDIA’s CES keynote.
Looks like we’re running a few minutes late here. I wonder if Jensen is freaking out about the on-stage speaker audio as he did during our CES media breakfast. (That poor audio engineer sure took a thrashing!)
Oh and yes, I’m personally a tee-eye guy too.
Sorry, Dev. Tee-Eye all the way.
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