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Home » What to expect from Nvidia’s biggest event of the year
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What to expect from Nvidia’s biggest event of the year

adminBy adminJuly 1, 2007No Comments4 Mins Read
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Nvidia (NVDA) kicks off its annual GTC conference on March 18 with a keynote by CEO Jensen Huang from the SAP Center in San Jose, Calif. The event, which runs through March 21, will feature workshops and training for developers and engineers, panels and discussions related to AI and robotics, and exhibits from companies showing off how they’re using Nvidia’s products in the real world.

Huang is expected to debut the company’s latest flagship AI chip: the Blackwell Ultra. A souped-up version of Nvidia’s existing Blackwell chip, Blackwell Ultra should get a performance boost over last year’s chip to further speed up training and running AI models.

We should also learn more about Nvidia’s next-generation GPU platform, dubbed Rubin, and the successor to its Grace line of CPUs, Vera. The combined superchip will be called Vera Rubin, named for the American astronomer, and will take the place of the current Grace Blackwell superchip at the top of Nvidia’s hierarchy of AI processors.

During Nvidia’s fourth quarter earnings call, Huang teased that he’d also discuss the follow-up to Rubin. Nvidia, like most chip companies, is known for providing a broad look at its roadmap to help customers and developers prepare for their upcoming products.

FILE PHOTO: Nvidia CEO Jensen Huang speaks at event ahead of the COMPUTEX forum, in Taipei, Taiwan June 2, 2024. REUTERS/Ann Wang/File Photo
Expect Nvidia CEO Jensen Huang to cover topics ranging from AI to humanoid robotics at GTC 2025. (Reuters/Ann Wang/File Photo) · Reuters / Reuters

In addition to Nvidia’s future chips, Huang will dive into the company’s latest software updates around its CUDA platform, simulation technologies, and more. During last year’s event, Haung talked up Nvidia’s software efforts around humanoid robots.

And with the company set to host a panel dedicated to the topic, you can expect the CEO to provide even more details about Nvidia’s push into the humanoid robotics race.

The company will also host its first Quantum Day during GTC, which will include a panel discussion between Huang and executives from quantum computing companies including Alice & Bob, D-Wave (QBTS), IonQ (IONQ), Rigetti (RGTI), and SEEQC.

Read more: How does Nvidia make money?

Huang made waves in January when he said practical quantum computers are still between 15 and 30 years away from becoming a reality, sending quantum computing stocks lower. Amazon (AMZN), Microsoft (MSFT), and Google (GOOG, GOOGL) each announced their own quantum computing chips over the past few months, driving increased interest in the technology.

Google CEO Sundar Pichai says practical quantum computers are likely five to 10 years away.

NasdaqGS – Delayed Quote • USD

At close: March 17 at 4:00:01 PM EDT

NVDA AMD AVGO

Predicting when future technologies will reach maturity is a fraught exercise, and even quantum computing scientists are torn over when a quantum computer will prove truly useful. Still, the conversation between Huang and leaders at quantum companies should prove interesting.

Story Continues

Nvidia is contending with a host of issues ranging from fears over potential tariffs on semiconductors imported to the US to additional export controls on GPUs destined for China.

Then there’s the rise of DeepSeek’s R-1 AI model, which the Chinese company said it trained using less-powerful Nvidia chips. That has fed into Wall Street’s growing apprehension over AI spending and a return on those heavy investments in the technology by companies including Microsoft, Amazon, Google, and Meta.

Shares of Nvidia were off 13% year to date as of Thursday. Still, the company’s stock price is up 28% over the past 12 months.

Huang, however, has pushed back against those fears, saying that “thinking” AI models like DeepSeek’s provide better responses to users’ queries when they run on more powerful chips. Chances are the CEO will bring up his thoughts on the topic during his keynote.

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Email Daniel Howley at dhowley@yahoofinance.com. Follow him on Twitter at @DanielHowley.

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