Nvidia GTC 2025 live updates: Blackwell Ultra, GM partnerships, and two ‘personal AI supercomputers’

Nvidia GTC 2025 live updates: Blackwell Ultra, GM partnerships, and two ‘personal AI supercomputers’

  • 18.03.2025 16:00
  • techcrunch.com
  • Keywords: AI, Nvidia GTC 2025

Nvidia's GTC 2025 conference features Jensen Huang's keynote on AI and computing. Highlights include updates on Blackwell Ultra GPUs, Rubin chip architecture, and GM partnerships. The event also showcases advancements in AI, robotics, and automotive technologies.

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Estimated market influence

Nvidia

Nvidia

Negativesentiment_dissatisfied
Analyst rating: Strong buy

Nvidia is the host of GTC 2025 and a major player in AI and GPU technology. Their event showcases their leadership in these areas.

Canva

Positivesentiment_satisfied
Analyst rating: N/A

Canva's acquisition of Kaleido has enhanced their AI capabilities, particularly in background removal for premium accounts.

Kaleido

Positivesentiment_satisfied
Analyst rating: N/A

Acquired by Canva, contributing to their AI-driven features.

IntBot

Neutralsentiment_neutral
Analyst rating: N/A

A startup showcasing a humanoid robot at GTC 2025, indicating potential in robotics applications.

Meta

Meta

Positivesentiment_satisfied
Analyst rating: Strong buy

Yann LeCun, Meta's AI scientist, is participating in a panel discussion at GTC 2025, highlighting collaboration with Nvidia.

OpenAI

Positivesentiment_satisfied
Analyst rating: N/A

Noam Brown from OpenAI is speaking on emerging AI techniques, showing alignment with Nvidia's AI focus.

Context

Nvidia GTC 2025 Analysis: Business Insights and Market Implications

Overview of Event

  • Event Details: Nvidia's GTC 2025 conference in San Jose, featuring over 1,000 sessions, 2,000 speakers, and 400 exhibitors.
  • Focus Areas: AI, accelerating computing technologies, robotics, sovereign AI, AI agents, and automotive.

Key Product Announcements

  • Blackwell Ultra GPUs: Expected to be the next flagship GPU series.
  • Rubin Chip Architecture: Next-gen GPU architecture likely to be unveiled.
  • Personal AI Supercomputers: Two new devices announced for personal use.

Strategic Partnerships and Collaborations

  • GM Partnership: Collaboration with General Motors (GM) on AI and automotive technologies.
  • Canva Integration: Use of Kaleido's background remover AI technology in Canva's premium accounts, acquired by Canva in 2021.

AI Applications and Innovations

  • AI-Generated Art: Emanuel Gollob's robotic sculpture using brainwave measurements for choreography.
  • Humanoid Robots: IntBot's AI-powered humanoid robot demonstrated at the event.
  • Quantum Computing: Nvidia hosting a "quantum day" to discuss advancements in quantum applications.

Industry Collaborations and Insights

  • Yann LeCun and Bill Dally Panel: Discussion on AI breakthroughs, hardware innovation, and challenges in training large-scale models.
  • Noam Brown's Session: Focus on multi-agent reasoning and AI's transition from strategic games to real-world problems.

Market Implications

  • AI Adoption Growth: Increased demand for premium AI tools like Canva's background remover.
  • Quantum Computing Impact: Potential long-term effects on computational efficiency and scalability.
  • Competitive Landscape: Nvidia's focus on GPUs and AI positions it as a leader in the tech industry, influencing competitors.

Regulatory Considerations

  • Sovereign AI and Ethics: Discussions on ethical implications of advanced AI technologies.

This analysis highlights Nvidia's strategic moves in AI and GPU technology, emphasizing their impact on various industries and market dynamics.