Nvidia GTC 2025: What to expect from this year’s show

Nvidia GTC 2025: What to expect from this year’s show

  • 15.03.2025 11:57
  • techcrunch.com
  • Keywords: Nvidia

Nvidia's GTC 2025 conference in San Jose will highlight Jensen Huang's keynote on AI and computing advancements. Key announcements include new Blackwell Ultra GPUs with higher performance and memory, as well as previews of the upcoming Rubin GPU series. Nvidia faces challenges from export controls and competition but remains focused on advancing AI adoption beyond tech.

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Estimated market influence

Nvidia

Nvidia

Positivesentiment_satisfied
Analyst rating: Strong buy

Nvidia is a leading company in AI and GPU technology, with significant market share. Their products are crucial for advancements in AI and computing.

DeepSeek

Negativesentiment_dissatisfied
Analyst rating: N/A

DeepSeek's success has caused investor concerns about Nvidia's GPU demand, impacting its stock price.

Context

Analysis of Nvidia GTC 2025: Business Insights and Market Implications

Key Announcements and Product Launches

  • Blackwell Ultra GPUs:

    • New iteration of Blackwell chip lineup expected.
    • Codenamed "Blackwell Ultra," set for release in the second half of 2025.
    • Features:
      • Higher computing performance.
      • Increased memory capacity (288GB).
      • Targeted at AI model training and inference workloads.

  • Rubin GPU Series:

    • Next-gen GPUs due in 2026.
    • Promised to deliver a "big, big, huge step up" in computing power.
    • Named after Fritz Zwicky, the astronomer who discovered dark matter.

Financial Performance and Market Position

  • Revenue Growth:

    • Nvidia reported $39.3 billion in revenue for its latest quarter.
    • Projected $43 billion for the next quarter.

  • Market Share:

    • Holds an estimated 82% of the GPU market.

Competitive Landscape and Strategic Considerations

  • Export Controls and Tariffs:

    • U.S. export controls and tariff fears have impacted Nvidia's stock price.

  • DeepSeek Competition:

    • DeepSeek, a Chinese AI lab, has developed efficient AI models competitive with leading labs.
    • Investors worry about reduced demand for Nvidia's high-performance GPUs.

  • Strategic Outlook:

    • Jensen Huang believes DeepSeek's rise will accelerate broader AI adoption, benefiting Nvidia.
    • Focus on "reasoning" AI models like OpenAI’s o1 as a growth opportunity.

Market Trends and Industry Implications

  • Quantum Computing Advances:

    • Nvidia plans to discuss quantum computing advancements at GTC.
    • Session will map the path toward useful quantum applications with industry leaders.

  • AI Adoption Beyond Tech Industry:

    • Huang emphasizes the need for AI adoption across industries beyond tech.

Long-Term Effects and Regulatory Impact

  • Export Controls:

    • Ongoing U.S. export restrictions may continue to influence Nvidia's global market dynamics.

  • Regulatory Environment:

    • Potential long-term impacts of regulatory changes on GPU supply chains and pricing.

Competitive Dynamics

  • Rivals like AMD:

    • AMD encroaching on Nvidia’s territory, but Nvidia maintains a strong market lead.

  • Focus on Innovation:

    • Continuous investment in AI and GPU technology to maintain dominance.

Conclusion: Strategic Priorities

  • Product Roadmap:

    • Strong focus on high-performance GPUs (Blackwell Ultra, Rubin series) for AI workloads.

  • Market Expansion:

    • Emphasis on expanding AI adoption across industries beyond tech.

  • Quantum Computing Integration:

    • Positioning Nvidia as a key player in the emerging quantum computing ecosystem.