Nvidia’s GTC Conference to Kick Off on Monday

Nvidia’s largest annual conference, GTC, is set to commence on Monday and will run until Friday in San Jose. TechCrunch will provide on-site coverage of the event, anticipating a slew of significant announcements.

Nvidia’s CEO, Jensen Huang, will deliver a keynote address at the SAP Center on Tuesday at 10 a.m. Pacific time, focusing on AI and accelerated computing technologies, as announced by Nvidia. The company is also hinting at revelations related to robotics, sovereign AI, AI agents, and automotive – featuring 1,000 sessions with 2,000 speakers and nearly 400 exhibitors.

You can find out how to watch the Nvidia GTC 2025 keynote online, along with numerous other sessions, talks, and panels.

So, what can we expect to see at GTC? Typically, Nvidia dedicates a significant portion of the conference to GPU-related launches. The introduction of a new, upgraded iteration of the company’s Blackwell chip lineup seems likely.

During Nvidia’s most recent earnings call, Huang confirmed that the upcoming Blackwell B300 series, codenamed Blackwell Ultra, is scheduled for release in the second half of this year. In addition to enhanced computing performance, Blackwell Ultra cards will feature more memory (288GB), a desirable feature for customers seeking to run and train memory-intensive AI models.

Nvidia’s next-generation GPU series, Rubin, is almost certain to be mentioned at GTC alongside Blackwell Ultra. Slated for release in 2026, Rubin promises to deliver what Huang has described as a “big, big, huge step up” in computing power.

Huang mentioned during the aforementioned Nvidia earnings call that he would discuss post-Rubin products at GTC as well. This could refer to Rubin Ultra GPUs or perhaps the GPU architecture that will succeed the Rubin family.

Beyond GPUs, Nvidia may shed light on its approach to recent quantum computing advancements. The company has scheduled a “quantum day” for GTC, during which it will host executives from prominent companies in the space to “[map] the path toward useful quantum applications.”

One thing is certain: Nvidia could use a win.

Early Blackwell cards reportedly suffered from severe overheating issues, causing customers to reduce their orders. U.S. export controls and fears of tariffs have significantly depressed Nvidia’s stock price in recent months. At the same time, the success of Chinese AI lab DeepSeek, which developed efficient models competitive with models from leading AI labs, has prompted investors to worry about the demand for powerful GPUs like Blackwell.

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 so-called “reasoning” models like OpenAI’s o1 as Nvidia’s next challenge to overcome.

To be clear, Nvidia isn’t exactly struggling. The company reported a record-breaking quarter in February, notching $39.3 billion in revenue and projecting $43 billion in revenue for the subsequent quarter. While rivals such as AMD have begun to encroach on the company’s territory, Nvidia still commands an estimated 82% of the GPU market.