NVIDIA's GTC 2025 AI conference is underway, and CEO Jensen Huang's keynote address is the highlight of the event. Investors and tech enthusiasts are eagerly awaiting updates on NVIDIA's latest chips, advancements in gaming, robotics, and autonomous driving. The conference, running from March 17 to March 21 in San Jose, California, is expected to showcase NVIDIA's progress in AI and its future plans.

Huang's keynote, which started at 1 PM ET on March 18, is anticipated to delve into NVIDIA's next-generation graphics architectures, Blackwell Ultra and Vera Rubin. These architectures promise significant performance improvements, with Blackwell Ultra expected in the second half of the year. Vera Rubin GPUs are touted to offer a substantial leap forward. The rocky launch of the initial Blackwell GPUs, including the RTX 5090 and RTX 5070, has heightened anticipation for these updates.

The GTC schedule also includes a "Quantum Day" on March 20, featuring a two-hour panel hosted by Huang. This suggests that quantum computing will be a key topic of discussion. NVIDIA's stock recently experienced a dip, adding pressure on the company to deliver compelling announcements during the keynote.

One of the major announcements expected is the Blackwell Ultra GB300 family of chips, which Deutsche Bank analysts predict will offer over 50% more memory capacity and significantly higher performance. Details on the next-generation Rubin semiconductors, slated to succeed Blackwell in 2026, are also anticipated. These advancements are crucial for NVIDIA to maintain its competitive edge in the rapidly evolving AI landscape.

Huang's keynote also covered various aspects of AI, including CUDA X libraries, AI acceleration for multiple industries, and the increasing use of AI in software development. He emphasized the shift from human-written software to AI-generated software, predicting that computers will generate tokens for software in the future. This transformation is expected to drive significant growth in the datacenter build-out, potentially reaching $1 trillion soon.

Huang discussed the evolution of AI, from Perception AI and computer vision to Generative AI and the emerging Agentic AI era. He highlighted the importance of reasoning models and synthetic generation for self-training AI, noting that limiting context can sometimes improve model performance. The conference also touched on NVIDIA's involvement in the Stargate Project, a $500 billion AI data center venture with OpenAI and SoftBank. This project aims to secure American leadership in AI and create numerous jobs.

The GTC 2025 is not just about new products; it's a platform for NVIDIA to showcase its vision for the future of AI and its role in shaping that future. With keynotes, panels, and demonstrations, the conference offers a comprehensive look at NVIDIA's AI ecosystem and its potential impact on various industries.

Additionally, Kevin Cook from Zacks Investment Research believes NVIDIA will share more about its Project DIGITS personal AI supercomputer at GTC. According to Cook, “With the introduction of DIGITS, we have another Apple moment for Nvidia as they have created a personal tool that costs less than 5% of the price of the newest Blackwell GPUs, and every developer and startup founder will want one for their desk or home system.”