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

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

  • 17.03.2025 08:45
  • techcrunch.com
  • Keywords: AI

Nvidia's GTC 2025 conference in San Jose will feature CEO Jensen Huang's keynote on AI and computing, alongside announcements of new GPUs like Blackwell Ultra and Rubin series, quantum computing advancements, and insights into Nvidia's future despite challenges in the GPU market.

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Estimated market influence

Nvidia Corp

Nvidia Corp

Positivesentiment_satisfied
Analyst rating: Strong buy

Nvidia is a leading company in AI and GPU technology, with significant market share.

AMD

AMD

Negativesentiment_dissatisfied
Analyst rating: Buy

AMD is encroaching on Nvidia's territory, causing competition.

DeepSeek

Positivesentiment_satisfied
Analyst rating: N/A

DeepSeek's success could boost demand for Nvidia's GPUs.

Context

Analysis of Nvidia GTC 2025: Business Insights and Market Implications

Overview

  • Event Details: Nvidia's GPU Technology Conference (GTC) 2025 will take place in San Jose, with key announcements expected on March 18, 2025.
  • Keynote Speaker: Jensen Huang, CEO of Nvidia, will deliver a keynote address focusing on AI and accelerating computing technologies.

Product Launches

  • Blackwell Ultra GPUs:

    • Release Date: Second half of 2025.
    • Features: Higher computing performance, 288GB memory for AI model training.
    • Market Impact: Targets customers seeking high-performance AI solutions.

  • Rubin GPU Series:

    • Launch Date: 2026.
    • Capabilities: Promised to be a significant leap in computing power.
    • Strategic Importance: Expected to dominate discussions alongside Blackwell Ultra.

Market Challenges

  • Demand Concerns:

    • Early Blackwell cards underperformed, leading to reduced orders.
    • U.S. export controls and tariff fears have impacted stock prices.

  • Competition from DeepSeek:

    • Chinese AI lab DeepSeek has developed efficient models rivaling Nvidia's offerings.
    • Investor concerns about GPU demand due to competition.

Strategic Considerations

  • AI Adoption Growth: Huang believes DeepSeek's success will accelerate broader AI adoption, benefiting Nvidia.
  • Focus on Reasoning Models: Nvidia aims to address the growing need for power-hungry reasoning models like OpenAI’s o1.

Financial Performance

  • Revenue:

    • Q2 revenue: $39.3 billion (record-breaking).
    • Projected Q3 revenue: $43 billion.

  • Market Share:

    • Nvidia dominates GPU market with ~82% share, despite AMD's encroachment.

Competitive Landscape

  • Quantum Computing: Nvidia is exploring quantum computing advancements, signaling a strategic shift beyond traditional GPUs.
  • Regulatory Environment: U.S. export controls and geopolitical tensions remain critical factors impacting market dynamics.

Long-Term Implications

  • Innovation Momentum: Continuous investment in GPU and AI technologies positions Nvidia for long-term leadership.
  • Adaptation to Market Shifts: Strategic focus on emerging trends like quantum computing and reasoning models will be crucial for maintaining dominance.

This analysis highlights the key business insights, market implications, and strategic considerations for Nvidia's GTC 2025 event.