NVIDIA GPU Technology Conference 2025: New AI chips on the anvil
NVIDIA's upcoming GTC 2025 conference is highly anticipated, with CEO Jensen Huang's keynote expected to reveal key innovations. The company is focusing on new technologies like Blackwell Ultra GB300 chips and Rubin Vera platform. NVIDIA faces challenges with falling stock prices and increased competition in the tech industry. The keynote speech is crucial for the company to showcase its advancements and regain its position as a tech leader.
NVIDIA GPU Technology Conference 2025
NVIDIA is set to launch its highly-anticipated GPU Technology Conference (GTC) in San Jose, California. The weeklong event will feature workshops, training sessions, and networking opportunities for developers, with the spotlight on CEO Jensen Huang’s keynote speech scheduled for Tuesday at 10 am PT (10.30 pm IST).
You’ll be able to stream or watch the event online on NVIDIA's official website without registering, or on the company's YouTube channel. Huang's keynote is expected to provide significant updates on NVIDIA’s latest innovations, including its Blackwell Ultra GB300 family of chips. Analysts predict these chips will offer over 50% more memory capacity and improved performance compared to earlier Blackwell models.
Key Announcements
The timing of the GB300 rollout could be a critical announcement, as NVIDIA has faced delays in scaling up production for its Blackwell line. Attention may also turn to the Rubin GPU, NVIDIA’s next-generation architecture slated for release in 2026, and its associated Vera CPU. Together, these components form the Rubin Vera platform, which could represent a major leap forward in AI and computing capabilities. There is speculation that Huang could even hint at technologies beyond Rubin, potentially offering a glimpse into NVIDIA’s longer-term roadmap.
Conference Topics
The conference will also explore a wide range of topics, including quantum computing, robotics, healthcare, and agentic AI. Huang is expected to lead a discussion on quantum computing, joined by representatives from major tech companies like Microsoft and Amazon.
Market Outlook
This year’s GTC arrives at a pivotal moment for NVIDIA. The company’s stock has fallen nearly 10% in 2025, following challenges with its RTX product launches and criticism of its AI-driven gaming technologies. Analysts at Bank of America have described the current valuation as “compelling,” maintaining a buy rating with a price target of $200, significantly above Friday’s closing price of $121.67. With growing competition in the AI and semiconductor markets, NVIDIA faces mounting pressure to deliver groundbreaking announcements at GTC 2025. The stakes are high, and all eyes are on Huang’s keynote to see if NVIDIA can regain momentum and reinforce its position as a leader in cutting-edge technology.
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