NVIDIA Shows More AI Infrastructure at GTC 2025: ‘Every Single Layer of Computing Has Been Transformed’

NVIDIA Shows More AI Infrastructure at GTC 2025: ‘Every Single Layer of Computing Has Been Transformed’

  • 18.03.2025 19:46
  • eweek.com
  • Keywords: AI, NVIDIA

NVIDIA CEO Jensen Huang announced new AI chips (Vera Rubin and Blackwell Ultra) and an AI factory platform at GTC 2025. The company also introduced Dynamo OS for efficient AI inference and a foundation model (GROOT N1) for robotics. NVIDIA partnered with GM on autonomous driving, but its stock dropped amid broader tech sector concerns.

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Estimated market influence

NVIDIA

NVIDIA

Positivesentiment_satisfied
Analyst rating: Strong buy

Announced new AI chips and infrastructure at GTC 2025, leading to potential revenue growth.

GM

GM

Positivesentiment_satisfied
Analyst rating: Buy

Partnered with NVIDIA for self-driving technology, enhancing their automotive capabilities.

Microsoft Azure

Positivesentiment_satisfied
Analyst rating: N/A

Collaborated with NVIDIA on AI factory platform to improve cloud services.

Google

Positivesentiment_satisfied
Analyst rating: N/A

Partnership with NVIDIA for AI advancements, contributing to their cloud offerings.

DeepSeek

Negativesentiment_dissatisfied
Analyst rating: N/A

R1 model's reveal caused financial uncertainty in Silicon Valley.

Amazon

Amazon

Positivesentiment_satisfied
Analyst rating: Strong buy

Offered discounts on AI chips to compete with NVIDIA and others.

Context

NVIDIA GTC 2025 Key Highlights and Business Insights

New Chip Announcements

  • Vera Rubin GPU:

    • Next-generation GPU architecture named after astronomer Vera Rubin.
    • Expected in late 2026.
    • Offers 3.3x performance of Blackwell Ultra in a similar rack setup.
    • Followed by Rubin Ultra in 2027, offering 14x performance of Blackwell Ultra.

  • Blackwell Ultra:

    • Launched in the second half of 2025.
    • Features:
      • 1.5x FLOPs improvement
      • 1.5x memory increase
      • 2x bandwidth enhancement

AI Factory Platform

  • Built using Blackwell Ultra and other technologies.
  • Includes:
    • NVIDIA GB300 NVL72 rack-scale solution.
    • HGX B300 NVL16 with 72 Blackwell Ultra GPUs and 36 Grace CPUs.
    • Spectrum-X Ethernet and Quantum-X800 InfiniBand platforms.

Dynamo: AI Factory Operating System

  • Open-source inference software.
  • Replaces NVIDIA Triton Inference Server.
  • Focuses on:
    • Optimizing AI inference for reasoning tasks.
    • Maximizing revenue efficiency.
  • Supported by major cloud platforms (AWS, Meta, Microsoft Azure).

GROOT N1: Foundation Model for Robotics

  • Dual-system architecture inspired by the human brain.
  • Targets challenges in training data, model architecture, and scaling.
  • Features:
    • Fine-grain motor skills training.
    • Tactile feedback and actuator control optimization.

Autonomous Driving Partnership with GM

  • NVIDIA collaborating with GM to build self-driving vehicle fleet.
  • Products:
    • NVIDIA Halos: In-chip safety systems for autonomous vehicles.
    • Cosmos: Physical AI foundation model platform.

Market and Financial Implications

  • Stock Performance:
    • NVIDIA stock fell post-GTC keynote amid broader tech sector financial concerns.
  • Competitive Landscape:
    • DeepSeek's reveal of its reasoning model R1 signals increased competition in AI.
    • Amazon offering discounts on AI chips to compete.

Long-Term Effects and Industry Impact

  • NVIDIA's focus on scaling up to scale out for efficiency.
  • Strategic partnerships with major cloud providers and automotive companies.
  • Potential regulatory impacts as AI adoption grows in manufacturing, enterprise, and autonomous driving sectors.