The annual Nvidia Graphics Technology Conference (GTC) kicks off on Monday in San Jose and continues through Friday. TechCrunch will be present to report on all significant developments during the conference, which promises numerous announcements.

Keynote Address and Focus Areas

Nvidia CEO Jensen Huang is set to deliver the keynote speech at the SAP Center on Tuesday at 10 a.m. Pacific Time. The keynote will center around artificial intelligence (AI) and advancements in computing technologies, as noted by Nvidia. Attendees can expect discussions on various topics, including:

• Robotics
• Sovereign AI
• AI agents
• Automotive innovations

Additionally, GTC will host over 1,000 sessions featuring nearly 2,000 speakers and close to 400 exhibitors.

What to Expect at GTC

Nvidia conferences are traditionally significant for GPU-related announcements, and this year appears no different. The unveiling of a new iteration of Nvidia’s Blackwell chip lineup seems imminent.

During a recent earnings call, Huang confirmed that the upcoming Blackwell B300 series, known as Blackwell Ultra, is anticipated to launch in the latter half of the year. This series aims to enhance computing performance while offering increased memory capacity—288GB—suitable for demanding AI model training and operation.

Next-Generation GPUs and Future Developments

Another focal point of the conference will likely be the Rubin series, Nvidia’s next-generation GPU set, expected to make its debut in 2026. Huang has articulated significant expectations for Rubin, describing it as a “big, big, huge step up” in terms of computational capabilities.

Moreover, Huang mentioned that discussions surrounding products beyond Rubin, potentially including Rubin Ultra or new GPU architectures, will also take place during the event.

Exploring Quantum Computing

Nvidia is also set to elaborate on its ventures into quantum computing. The company has planned a special “quantum day” during GTC, featuring executives from leading firms in the quantum sphere to strategize the pathway toward practical quantum applications.

Current Challenges and Market Position

Despite a strong quarterly performance—with Nvidia reporting $39.3 billion in revenue in February—recent challenges have emerged, including overheating issues with the early Blackwell cards, which led to order reductions. Furthermore, U.S. export controls and rising concerns over tariffs have negatively impacted Nvidia’s stock performance. The rise of the Chinese AI lab DeepSeek, which developed competitive models, has led to fears regarding the demand for high-performance GPUs like Blackwell.

Huang maintains a positive outlook, suggesting that DeepSeek’s advancements could promote faster adoption of AI technologies. He noted the increasing importance of “reasoning” models, likening the transition to navigating new challenges for Nvidia.

Final Thoughts

While Nvidia faces competition—particularly from companies like AMD, which is gaining GPU market share—the organization remains a dominant force with an estimated 82% hold on the GPU market. GTC 2025 is shaping up to be a pivotal moment for Nvidia, promising to showcase both its innovations and address the challenges it faces in a rapidly evolving tech landscape.