Is this Nvidia’s big moment as AI trade falters? Here’s what analysts have to say
What started as the first developer conference has evolved into something bigger than the life of an event, with more than 25,000 people expected to participate where Nvidia will unveil its next-gen AI chips.
Nvidia’s CEO Jensen Huang will start the company’s GTC 2025 AI conference with a two-hour keynote from the SAP Center in San Jose, Calif. The event runs through March 17-21, and his speech will be livestreamed for free, so those who are not able to attend can watch on Nvidia’s website. The event consists of a series of workshops, talks, and panels discussing the future of the company.
What is the game?
What can you expect from Nvidia at this event after the DeepSeek chatbot upended its fifteen-year winning streak? It will be a weeklong showcase of robots, LLMs, cybersecurity, and autonomous cars. They are also going to talk about CPO, or co-packaged optics, technology roadmap to boost bandwidth, reduce latency, and lower power consumption. There are significant technical challenges in implementing CPO at the GPU level, and wide adoption of this tech is expected in 2027.
There has been a growing focus on quantum computing, and it will be a major focus for this event. March 20 is going to be Nvidia’s first-ever Quantum Day, where Huang will discuss the current state of quantum computing and where it is headed. Industry leaders from different companies will be participating in this event.
Nvidia disappointed game developers with this radical shift to AI chips.
It is also going to debut its latest flagship, a David Blackwell chip, which is a souped-up version of the existing Blackwell chips. There is talk about Nvidia’s next-generation Vera Rubin chip system that will take over the top place from Grace Blackwell superchips. These chips are designed to give a stellar performance boost and accelerate AI training and execution. Vera chips will be released in the second half of 2026.
In addition, Huang will describe more futuristic uses for AI, like humanoid robots, and continued spending for AI, particularly on the AI inference side. The analyst added that they are anticipating Nvidia’s focus on AI inference for creating advanced reasoning models.
Conclusion:
With AI dominance being the talk, will Nvidia be able to come out as the winner with this big moment? AI chips have revolutionized quantum computing, AI, and robotics. Nvidia chips make tech investors and AI researchers sit up, so this event will act as a catalyst for the company. Will it bring an era of AI-powered humanoid robots?
