Huang took to the stage in San Jose, California to kick off the GTC 2025 conference on Tuesday afternoon, with a presentation that emphasized the breadth of AI applications. Huang explained how Nvidia’s systems are enabling the development of autonomous vehicles, better wireless networks, and advanced robotics. Readers can watch the full livestream below.
Jensen Huang’s GTC 2025 keynote was packed with monumental announcements that set the tone for the AI industry’s future. Here’s a detailed breakdown of everything Nvidia unveiled:
🚀 Blackwell Ultra & Vera Rubin AI Chips
- Blackwell Ultra, Nvidia’s next-gen AI GPU, delivers 1.5x the AI performance of its predecessor.
- Rolling out in H2 2025, it will be available via AWS, Google Cloud, Azure, and Oracle.
- Major server makers like Cisco, Dell, HPE, Lenovo, and Supermicro will integrate Blackwell Ultra.
- Vera Rubin, coming in 2026, will house 144 GPUs. Its Ultra version in 2027 will scale up to 576 GPUs, dramatically boosting efficiency.
🏗️ AI Infrastructure & Data Centers
- Huang predicts data center capex will exceed $1 trillion by 2028, driven by AI demands.
- Nvidia has already shipped 3.6 million Blackwell GPUs in 2025 to cloud giants.
- A new Rubin Vera platform is in development, promising scalable AI for years to come.
⚙️ Dynamo Open-Source Software
- Dynamo boosts AI inference efficiency and slashes costs.
- Doubles Meta Llama model performance on Nvidia hardware.
- Partners include AWS, Cohere, CoreWeave, Google Cloud, Dell, Meta, and more.
🤖 Robotics Revolution: Project GROOT & “Blue” Humanoid
- Huang introduced Blue, a Star Wars-style humanoid robot, live on stage.
- Powered by Nvidia’s Isaac Robotics platform and Project GROOT, focusing on embodied AI.
- Collaboration with Google DeepMind and Disney Research to advance humanoid robotics.
🌐 Omniverse & Digital Twins
- New Omniverse Cosmos OS designed for simulating complex digital twins.
- Supports industrial automation, factories, and virtual world-building.
🚘 Partnership with GM: Self-Driving Cars
- Nvidia will help GM build its autonomous vehicle fleet.
- Introduced HALO, a comprehensive safety system for self-driving cars.
- Nvidia showcased live demos of autonomous driving tech powered by its AI chips.
AI Roadmap & Phases
- Huang outlined AI’s progression:
- Perception AI (speech/image recognition)
- Generative AI (text, image generation)
- Agentic AI (task-based AI)
- Physical AI (humanoid robots powered by intelligence)
Key Highlights
- Nvidia Blackwell is 40x faster than Hopper.
- Demand for GPUs surging; Nvidia shipped 3.4 million Blackwell GPUs this year alone.
- Huang dubbed GTC the “AI Woodstock,” marking this as a pivotal moment for tech.
- Despite product excitement, Nvidia shares slipped 3% during the keynote.
Disclosure: This article does not represent investment advice. The content and materials featured on this page are for educational purposes only.
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