Nvidia's highly anticipated AI conference, GTC, commenced with full force on Tuesday. CEO Jensen Huang is set to unveil details about the next-generation chipset Blackwell Ultra and Vera Rubin platform, attracting significant attention from Wall Street regarding product updates and launch specifics.
Jensen Huang's Address at GTC AI Conference
CEO Jensen Huang graced the stage in San Jose for the main keynote address at Nvidia's GTC AI conference. Expressing his enthusiasm, Huang emphasized the remarkable year and the array of exciting topics to be discussed. He reassured the audience of his unscripted approach, devoid of teleprompters, as he delves into various subjects during his presentation.
Upcoming Chipsets and Architectures
In his live presentation, Huang is expected to delve deeper into Nvidia's forthcoming AI chipsets and architectures, particularly focusing on Blackwell Ultra and Vera Rubin platform. Additionally, he will shed light on the company's advancements in robotics and autonomous driving technologies.
Transition to Blackwell Ultra
Nvidia is in the process of transitioning from Blackwell to Blackwell Ultra, with the latter slated for release later this year. Despite initial production challenges with Blackwell, Huang expressed optimism during Nvidia's recent earnings call, highlighting the substantial demand for the new chipset and anticipating a smoother transition phase.
Significance for Wall Street
The GTC AI conference holds significant importance for Wall Street analysts eagerly awaiting updates on Nvidia's product pipeline and specific launch timelines. Nvidia's GPUs have played a pivotal role in driving the AI industry forward, with the Hopper AI chip commanding high prices and gaining rapid popularity.
Anticipated Enhancements
Huang revealed that Blackwell boasts double the speed and five times the AI performance of its predecessor, Hopper. The forthcoming Blackwell Ultra is expected to introduce new networking capabilities, enhanced memory systems, and advanced processors, signaling a significant leap in AI technology.
Business Insider is on-site at the conference, providing real-time updates on major announcements and developments as the event unfolds. Stay tuned for the latest insights emerging from Nvidia's AI Super Bowl.
Stay tuned for more updates as the story evolves…
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By: aaltchek@insider.com (Ana Altchek)
Title: Nvidia CEO Jensen Huang Keynote at GTC 2025 AI Conference
Sourced From: www.businessinsider.com/nvidia-gtc-keynote-live-jensen-huang-rubin-blackwell-ultra-2025-3
Published Date: Tue, 18 Mar 2025 17:12:06 +0000
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