Overview
- Nvidia's GTC 2025 conference has begun, with CEO Jensen Huang's keynote on March 18 expected to reveal the Blackwell Ultra GPU and Vera Rubin superchip.
- The Blackwell Ultra chip is slated for release in the second half of 2025, offering improved memory capacity and performance for AI models.
- A dedicated 'Quantum Day' on March 20 will highlight Nvidia's advancements in quantum computing and collaborations with industry leaders.
- Investors are closely monitoring the event as Nvidia's stock has dropped 20% since January, reflecting concerns over AI infrastructure, U.S.-China trade tensions, and rising competition.
- The conference will also showcase Nvidia's progress in robotics, automotive AI, reasoning models, and other diversified AI applications.