Nvidia GTC Live 2025: Blackwell in full production and demand ‘is incredible,’ says Huang; Next-Generation Rubin System to Launch in 2026

Nvidia’s (NVDA) CEO Jensen Huang spoke at the GTC 2025 conference in San Jose, California to kick-off the weeklong AI giant’s GTC 2025.

Huang's two-hour presentation emphasized the breadth of AI applications supported by Nvidia systems. Huang elaborated on Nvidia's contributions to the development of autonomous vehicles, better wireless networks, and advanced robotics. He also laid out the company's product roadmap for the next two years. You can watch the entire livestream below.

Nvidia shares are down more than 10 percent this year. Stocks have been under pressure due to concerns about overspending in AI infrastructure, economic uncertainty caused by President Trump’s unpredictable policies on tariffs, and fears that restrictions on chip imports could be tightened, hamstringing AI’s development. 

Nvidia shares were in the red all day and ended the day 3.4% lower.

Replay: Watch Huang's Keynote Here

8 hr 36 minutes ago

Watch Huang's keynote in full with the video player below.

Huang Closes Keynote With Star Wars Robot

9 hr. 10 min.

Huang ended his GTC 2025 keynote address talking about Nvidia's robotics infrastructure.

The presentation was capped off by the announcement of a joint venture with Google's DeepMind and Disney Research.

A short video animated in the style of Disney's Pixar introduced a bipedal robot, similar to those that accompany humans in the Disney-owned Star Wars franchise, wandering through sand dunes. Huang brought a physical prototype of Blue, the robot he named, onto the stage. It followed his instructions and responded to his questions using gestures and sounds.

Nvidia Announces Next-Generation Systems Blackwell Ultra & Vera Rubin

9 hr. 38 min.

Nvidia’s Blackwell Ultra chip was announced as expected. The chipmaker claims that it can offer 1.5x the AI performance compared to earlier Blackwells.

Blackwell Ultra is set to come in the second half of the year, Huang said, consistent with Nvidia's plans to roll out a new product line every year. Vera Rubin is expected to be released in 2026.

The company announced that Amazon’s AWS and Google Cloud, Microsoft Azure, Oracle, and Microsoft’s Azure will be the first cloud service provider to offer Blackwell Ultra-powered services.

Cisco, Dell Technologies Hewlett Packard Enterprise Lenovo, and Supermicro, among others, are expected to offer a range of servers that use Blackwell Ultra.

-Kara Greenberg

Nvidia’s Dynamo software can boost efficiency and lower costs, according to the company.

9 hr 48 min ago

Huang announced Dynamo at the event. Dynamo is an open-source AI software that, according to Nvidia, can improve efficiency and reduce costs.

The company claimed that Dynamo could even double the performance serving Meta Llama models using Nvidia’s Hopper Platform, Blackwell’s predecessor.

The company stated in a press release that “it will enable users to speed up the adoption of AI Inference, including AWS, Cohere and CoreWeave; Dell, Fireworks; Google Cloud, Lambda and Meta; Microsoft Azure, Nebius NetApp, OCI Perplexity Together AI, VAST, and Microsoft Azure.”

Since Chinese start-up DeepSeek’s release of its super-efficient reasoning model R1 earlier this year, the AI industry has been increasingly interested in efficiency. 

-Kara Greenberg

Huang Lays Out AI System Roadmap

9 hr and 58 min ago

We’re one year out from Nvidia's follow-up to the immensely powerful Blackwell system, said Huang.

Vera Rubin, Nvidia’s next-generation GPU system, will contain 144 Nvidia individual GPUs. Rubin is an astrophysicist and the discoverer of dark matter. The system will be available in the second half 2026. 

Huang said that the company will release the Rubin Ultra containing 576 GPUs in the second half 2027. The system will, he said dramatically increase AI processing power and efficiency.

Huang Says Blackwell 40x more powerful than Hopper

10 hr. 6 min.

Jensen Huang jokingly quipped, “I’m Chief Revenue Destroyer”, after noting Nvidia’s Blackwell system is 40 times more powerful that its predecessor Hopper. 

Huang joked there were few instances in which he'd recommend buying a Hopper rather than Blackwell system.

Nvidia Shares Slide During Huang's Address

10 hr and 20 min ago

Nvidia shares were down about 3% about an hour into Jensen Huang's keynote address.

The stock remained off its session lows from early in the morning but has fallen relatively steadily since Huang's presentations began.

Nvidia and GM to Partner on Self-Driving Cars

10 hr 43 min ago

Jensen Huang, Nvidia’s CEO, announced Tuesday that Nvidia and GM (GM), the automaker of the future fleet of autonomous cars will be working together. 

The announcement focused heavily on autonomous vehicle safety, with Huang announcing Nvidia HALO, "a comprehensive safety system."

The announcement was followed by a video demonstration of autonomous driving tests explaining how Nvidia's chips and software are enabling self-driving cars.

GM shares recovered from their session lows after the announcement, but remained slightly lower on the day.

Huang Predicts Data Center spending to Soar

10 hr 54 min ago

Huang said that data center construction is at a “turning point” and that data center capital expenditures may exceed $1 trillion in 2028.

Huang noted that Blackwell GPUs have been sold to the major cloud platforms for 3.6 million units so far in this year. The chipmaker counts Microsoft (MSFT), Meta (META), Amazon (AMZN), and Google-parent Alphabet (GOOGL) among its major clients, with all of them announcing plans to boost spending on AI in recent earnings calls. 

Wedbush analysts stated that 70% of Nvidia users they spoke with last month said they were increasing budgets to spend on AI.

-Kara Greenberg

Huang cites a surge in GPU demand from CSPs

11 hr 4 mn ago

Huang said AI computing was at an inflection, pointing to the surge in demand for Nvidia graphic processing units. 

Nvidia shipped 1.3 million Hopper GPUs to America’s four largest cloud service providers—Microsoft (MSFT), Alphabet (GOOG), Amazon (AMZN), and Meta (META)—in 2024. In 2025, the company has already shipped 3.6 millions Blackwell GPUs. 

Correction: An earlier version of this entry misrepresented the number of Blackwell graphics processors shipped this year.

Huang Maps out the Phases of AI

11 hr and 18 min ago

Huang began his keynote by presenting a timeline of AI development.

Huang said that AI was first brought into the public consciousness 10 years earlier. Huang’s first version, which he called Perception AI at the time, was characterized by simple processes such as speech recognition. 

Then came Generative AI, which allowed AI to create text and images using predictive patterns. 

Now, he says we’re in middle of the rollout for Agentic AI. Artificial intelligence that can perform tasks on behalf of a user. 

Next up is Physical AI, which is the intelligence that will be used to power humanoid robotics.

Analysts Expect GTC to Be Positive Catalyst For The AI Trade

11 hr 52 min ago

Nvidia’s shares fell by 2% during intraday trading, Tuesday, before the event Wall Street analysts refer to as the “AI Woodstock.”

Wedbush analysts suggested the event could be a “wake-up moment for the tech bulls” after a tough start to the year, with Nvidia shares down about 13% for 2025 amid a broader tech rout as concerns about AI spending and the potential impact of policies on tariffs and export restrictions weighed on sentiment.

Wedbush, along with Bank of America, UBS, and others have suggested the stock’s recent losses could be an opportunity to buy the dip, pointing to strong demand for AI hardware. Visible Alpha’s analysts have set a consensus price of $177. This would represent a 50% increase in Nvidia stock from its level prior to the event.

-Kara Greenberg

What To Expect From Jensen Huang's GTC 2025 Keynote

12 hr 3 minutes ago

Investors and analysts will be watching for updates on the company’s latest artificial intelligence chips, upcoming releases, and developments in gaming and robotics.

The AI chipmaker is expected to showcase its Blackwell Ultra GB300 family of chips, which Deutsche Bank analysts said is expected to deliver over 50% more memory capacity and significantly higher performance than its earlier Blackwell offerings. Analysts said that the timing of GB300’s rollout would be a major focus, particularly since Nvidia had experienced delays in fully ramping Blackwell production.

Nvidia might also reveal more details about its Rubin GPU – the successor of Blackwell that is expected to be released in 2026 – along with its Vera CPU and Rubin Vera platform. Analysts believe that Huang’s keynote may have provided a glimpse of what lies ahead in the Rubin generation.

-Andrew Kessel

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1. Nvidia. "NVIDIA Launches NVIDIA Halos, a Full-Stack, Comprehensive Safety System for Autonomous Vehicles."

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