NVIDIA GTC 2025: What Happened at the Super Bowl of AI

San Jose was busy. Road closures, extortionate Uber prices, queues to get into the elevator. All for one reason — the biggest AI event of the year: NVIDIA GTC (GPU Technology Conference).

NVIDIA founder Jensen Huang kicked off his infamous keynote by shooting a t-shirt gun before he referred to the GTC event as the Super Bowl of AI. The crowd were taken to the new NVIDIA headquarters through CGI rendering which looked surreal! Huang told the crowd that AI is going through an inflection point, with his keynote focusing on the company’s advancements in AI and what he predicts to happen over the next few years.

Huang started off by mentioning that GTC started off with GeForce, and now 25 years later, GeForce is sold out internationally.

The AI Demand

 
Naturally, the demand for GPUs continues to grow, with plans for NVIDIA’s data centre infrastructure revenue to hit a whopping \$1 trillion by 2028. In order to hit this, we’re going to need some serious graphics processing architectures.

Introducing the Blackwell Ultra and Vera Run, NVIDIA’s next-generation of GPUs named after the American astronomer who pioneered work on galaxy rotation rates. It is said that we expect to see the Blackwell Ultra in the second half of 2025, with the Rubin AI chip expected to launch in late 2026. But that’s not all — we are expected to see Rubin Ultra in 2027.

However, it was not only new chips that Huang mentioned in the keynote; he also introduced the NVIDIA Dynamo. Traditionally, data centres operating systems would be VMware. However, the launch of NVIDIA Dynamo was to reflect that the future consists of agents not enterprise IT which shifts the operating system to sit on top of an AI factory instead of a data centre.

Self-Driving Cars

 
We’ve all started to see more and more autonomous vehicles on the road. If you’ve been to California, particularly to San Francisco, you will have seen the self-driving cars called Waymo. This can be a scary but an interesting experience.

At GTC 2025, Huang announces the partnership between GM and NVIDIA to build their self-driving cars. From using AI to help with the manufacturing, enterprise and interior process.

Each one of these phases, each one of these waves, opens up new market opportunities for all of us.
—Jenses Huang

The Computer for the Age of AI

 
Huang also introduced the computer for the age of AI: the DGX station, with 72 CPU cores, chip-to-chip interface, and HBM memory. He stated that this is what computers should now look like, and that this is the plan for the future of computers.

Does that mean in the next 5 to 10 years we will no longer be seeing people with thin laptops, but bulky ones that we used to hate carrying around? Time will tell!

Robotics: The Physical AI

 
We’re currently living in the midst of the unfolding digital AI era, but Huang also dived into explaining the era of so-called “physical AI.” Stating that it is the next multi-trillion dollar industry, Huang mentions that planet Earth has a shortage of human labour, and that by the end of this decade the world will be at least 50 million workers short.

Huang then stated that we would have to pay humans \$50,000 a year to come and work, but we will also be paying robots \$50,000 a year to come and work instead. This is an interesting concept which may have gotten a lot of people thinking about the use of AI and robotics and how that will affect employment.

Wrapping Up

 
At this year’s Super Bowl of AI, Jensen Huang delivered a keynote that went over just 2 hours, giving us insight to what we should expect in the next 5-10 years. In the crowd, you could see everyone from heads of enterprise to hobbyists scribbling down notes on how they can be more innovative next year, remain competitive, and indulge their interests in the new software and hardware to hit the market in the coming months.

If you were at GTC this year, what were your thoughts?
 
 

Nisha Arya is a data scientist, freelance technical writer, and an editor and community manager for KDnuggets. She is particularly interested in providing data science career advice or tutorials and theory-based knowledge around data science. Nisha covers a wide range of topics and wishes to explore the different ways artificial intelligence can benefit the longevity of human life. A keen learner, Nisha seeks to broaden her tech knowledge and writing skills, while helping guide others.