- Nvidia’s big AI conference, GTC, kicked off in full on Tuesday.
- Nvidia CEO Jensen Huang is expected to talk about the next-generation chipset Blackwell Ultra and Vera Rubin platform.
- Wall Street is closely watching for updates to the chipmaker’s product lineup and launch details.
Nvidia’s “Super Bowl of AI” is here.
CEO Jensen Huang took the stage in San Jose on Tuesday to give the main keynote address at Nvidia’s GTC AI conference.
“What an amazing year it was, and we have a lot of incredible things to talk about,” Huang said. “And I just want you to know that I’m up here without a net. There are no scripts, there’s no teleprompter, and I’ve got a lot of things to cover. So let’s get started.”
In his presentation — which you can watch live below — Huang is expected to talk more about Nvidia’s upcoming AI chipsets and architectures, including the next-generation Blackwell Ultra and Vera Rubin platform, as well as the chipmaker’s work in robotics and autonomous driving.
Huang said GTC used to be compared to Woodstock, but now it’s being compared to the Super Bowl.
“The only difference is, everybody wins at this Super Bowl,” Huang said onstage.
Business Insider is at the conference, and we’ll be updating you with the latest major announcements as the event progresses.
Huang first unveiled the Rubin platform, named after the American astronomer, Vera Rubin, last year at Computex. In the chipmaker’s earnings call in February, the Nvidia CEO said partners were “preparing for that transition,” and it would provide a “big, huge step-up.”
Nvidia is also preparing for the transition from Blackwell to Blackwell Ultra, which is expected to launch later this year. After a “hiccup” in early Blackwell production, Huang said in Nvidia’s most recent earnings call that demand has been “extraordinary” and he expects the transition to go more smoothly.
Nvidia’s GTC AI conference is expected to be closely watched by Wall Street analysts looking for any major updates to the company’s product pipeline and specific launch dates.
Nvidia’s GPUs have powered the AI gold rush, with its first-generation AI chip, Hopper, reportedly selling for upwards of $40,000 and quickly becoming a hot commodity. However, recent advancements like Chinese startup DeepSeek’s lower-cost AI model have raised questions about the level of infrastructure investment needed to drive frontier LLM development.
Huang has said Blackwell is twice as fast and can achieve five times the AI performance of Hopper. Huang said at the company’s last earnings call that Blackwell Ultra is expected to come with new networking, memories, and processors.
This is a developing post…
