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NVIDIA GTC 2025 live: News and announcements from CEO Jensen Huang's annual keynote

Expect to hear more about NVIDIA's vision around AI, robotics and automotive tech.

Devindra Hardawar for Engadget

After a jam-packed CES 2025 session, NVIDIA CEO Jensen Huang is kicking off the company's GTC 2025 AI conference with a two-hour-long keynote in just a few hours. Expect to hear more about the company's expansive AI plans, which will likely cover everything from robots to in-car technology. Basically, the keynote will likely be an expansion of themes Huang has already discussed at CES. But since GTC is NVIDIA's own conference, he'll be free to get even nerdier and more specific (something the CES audience didn't seem to appreciate). Also, the GTC schedule has March 20 carved out as "Quantum Day," with a two-hour panel hosted by Huang starting at 1pm ET, so we can probably expect some discussion around that later this week.

Given the rocky launch of NVIDIA's Blackwell GPUs — from its pricey RTX 5090 to the more attainable RTX 5070 — NVIDIA also plans to unveil more details around its next-generation graphics architectures, Blackwell Ultra and Vera Rubin. Huang confirmed that Blackwell Ultra cards are coming in the "second half" of this year in a recent earnings call, and he added, "The next train [is] Blackwell Ultra with new networking, new memory, and of course, new processors." Additionally, he noted "The click after that is called Vera Rubin and all of our partners are getting up to speed on the transition to that." Those Vera Rubin GPUs will offer a "big, big, huge step up," Huang extolled to investors and analysts.

Considering NVIDIA stock recently took a dip ahead of GTC, the company has quite a lot riding on today's keynote. Redditors from the subreddit r/NVDA_Stock are saying the scene at GTC is, as of the afternoon of March 17, "an absolute madhouse." Stick around as we see what NVIDIA has up its sleeve.

Join us at 1PM ET for Jensen Huang's GTC 2025 keynote, and we'll also be covering NVIDIA's pre-show on the liveblog ahead of that.

LIVE COVERAGE IS OVER182 updates
  • That's it from our liveblog today. Thanks again for joining us, and we hope your AI endeavors are fruitful.

  • NVIDIA's Spark desktop AI supercomputer arrives this summer

    A DGX Spark workstation sits next to a MacBook Pro.
    A DGX Spark workstation sits next to a MacBook Pro. (NVIDIA)

    One of the more interesting announcements out of the show today is that NVIDIA is building a desktop supercomputer. We already learned about the DGX Spark at CES 2025 when it was revealed as Project Digits, but today Jensen Huang shared the actual names of the products. And you can actually pre-order a DGX Spark already.

    Here's Igor with more:

    "It features a GB10 Grace Blackwell Superchip NVIDIA has shrunk down to fit inside an enclosure about the size of the previous generation Mac mini. NVIDIA says the GB10 can run up to 1,000 trillion operations per second of AI compute, making it ideal for fine-tuning the latest AI reasoning models, including the GR00T N1 robot system Huang announced at the end of his GTC keynote."

    The company also announced the DGX Station, which offers even more AI processing power.

    Read more about the DGX Spark and DGX Station AI supercomputers.

  • I'm on my couch giving Devindra and Igor a faux standing ovation. That was a whopper of a presentation, clocking in at about two hours and 20 minutes! And both Devindra and Igor have been here liveblogging for at least an hour before that.

    To repeat what Devindra said, thanks everyone for joining us today! We're working on a post or two on some of the news out of GTC 2025, so definitely keep an eye on Engadget for that. Plus, GTC itself is not over, and there may be news from the conference later this week, too.

  • We're watching a wrap-up video now. Thanks again for joining us folks!

  • I'm still creeped out by humanoid robots, but I'm pretty sure everyone would welcome an adorable Star Wars bot in their home.

  • Huang on stage with Blue, the robot.
    Huang on stage with Blue, the robot.
  • And the robot appears on stage and starts walking towards him. It moves like a Star Wars bot, with adorable sounds and a natural walking motion. Huang is calling it Blue. I wonder if it's actually an AI-driven bot, or just something being remotely controlled.

  • NVIDIA collaborated with Disney Research, Isaac Lab and Google DeepMind to create this cute little robot.
    NVIDIA collaborated with Disney Research, Isaac Lab and Google DeepMind to create this cute little robot.
  • Huang reveals that NVIDIA, DeepMind and Disney are working together on a robotics platform called Newton. We're watching a Star Wars robot hop around a desert (we're just assuming it's Tatooine).

  • The NVIDIA Omniverse with Cosmos.
    The NVIDIA Omniverse with Cosmos.
  • "Everyone pay attention to this space, this could very well be the largest industry of all," Huang says, referring to the untapped potential of the robot market.

  • NVIDIA is also announcing GR00T N1, a general foundation model for robots. It seems like it's unifying a lot of the training work NVIDIA has been exploring for years.

  • A video showing robots working.
    A video showing robots working.
  • Now we're watching a video showing how NVIDIA is exploring robots. It's basically everything we saw at CES: NVIDIA is using Omniverse and Cosmos to virtually train the robot's AI using digital twins, learn from sensor simulation, and then turn those into real-world action tokens.

  • Gonna drop to write a story about DGX Spark and DGX Station. Thanks everyone for joining me for my first liveblog. Dev, you did an amazing job making sense of a very dense keynote.

  • Huang is now discussing robots.
    Huang is now discussing robots.
  • And now we're finally onto robots! We've passed the two-hour mark, and yet Huang still has energy.

  • I get the feeling Huang has been told to wrap up.

  • Huang talking about enterprise AI storage.
    Huang talking about Enterprise AI storage.
  • Huang showcasing DGX Station.
    Huang showcasing DGX Station.
  • "This is the computer of the age of AI," he says. I don't even want to think about what that costs. It also seems like they announced DGX Spark, a 1 petaflop system.

  • Huang has reappeared holding a 20 petaflop computer, the DGX Station.

  • I imagine someone else will be sacked for scheduling that stream to end at 2:55PM. Anyway, seems like it's a wrap for now! Unless the stream magically reappears soon...

    Thanks for joining us folks!

  • Dear readers, you're not the only ones. The stream just died for Dev and I — and just as Huang was about to announce something potentially juicy.

  • And it seems like the keynote stream has died... Are we free?

  • Not sure why the Quantum-X slide says it'll arrive in the second half of 2025, that may be a mistake. Huang also says NVIDIA's next generation following Rubin will be named after physicist Richard Feynman.

  • NVIDIA's road map.
    NVIDIA's road map.
  • Spectrum-X Photonics and Quantum-X Photonics coming in the second half of 2026.
    Spectrum-X Photonics and Quantum-X Photonics coming in the second half of 2026.
  • Quantum-X Photonic switch.
    Quantum-X Photonic switch.
  • While we watch this video, I imagine Huang is about to fire the person who tangled the cables.

  • Dev, your guess is as good as mine.

  • Seems like they made Ethernet with frickin lasers? That's really all I can absorb at this point.

  • Huang is announcing NVIDIA Photonics, which appears to be its most powerful Spectrum-X Ethernet product yet. And we have some products on stage, that he seems to be getting tangled up in. The person who tangled those cables will be sacked, most likely.

  • I just wanted to point out that we are now an hour and about 45 minutes into this keynote, and that's excluding the pre-show that started around an hour before 1pm ET.

  • Huang is diving into why NVIDIA jumped into the Ethernet world: Basically, they've been able to make high performance Ethernet solutions with low latency to help transfer data between its supercomputers.

  • Huang showing the Spectrum-X
    Huang showing the Spectrum-X "supercharged" ethernet.
  • The NVIDIA Rubin System.
    The NVIDIA Rubin System.
  • Rubin Ultra NVL576 will become available the second half of 2027.
    Rubin Ultra NVL576 will become available the second half of 2027.
  • Vera Rubin, NVIDIA's next platform named after the scientist who discovered black holes, is coming in the second half of 2026. Vera Rubin features NVLink 144, and it'll be followed by Rubin Ultra in the second half of 2027. It's honestly hard to think that far ahead.

  • Vera Rubin BVL 144 will come in the second half of 2026.
    Vera Rubin BVL 144 will come in the second half of 2026.
  • For context, we already knew NVIDIA was planning to release Blackwell Ultra in the second half of 2025.

  • Now we're looking at the future. Now that NVIDIA is in full production with Blackwell, Huang says the Blackwell Ultra NVL72 platform is coming in the second half of 2025. It has two times more bandwidth and 1.5X faster memory.

  • Huang provides an update on the Blackwell hardware.
    Huang provides an update on the Blackwell hardware. (NVIDIA)
  • NVIDIA has 3D tools, like Cadence Reality's digital twin platform, to help plan out massive Blackwell installs. There are also tools for planning upgrades and predicting downtime.

  • Now we're going to take a look at what an AI factory looks like. I assume, a giant server room? That's what it seems like.

  • "Anyway, the more you buy, the more you save," Huang says, really trying to get those Blackwell sales up. (And sort of tanking Grace Hopper sales in the process.)

  • Huang adds some much-needed levity to this presentation, making a joke about Grace Hopper being enough for some tasks. "I'm the chief revenue destroyer," he quips.

  • "In a reasoning model, Blackwell is 40 times the performance of hopper, straight up," Huang says. It took 20 minutes to get to that point, I think.

  • "We are now a power-limited industry," says Huang. It's nice to see a company tackle this problem from a power efficiency front.

  • Blackwell Dynamo NVL72 on the inference chart, in comparison to Hopper Dynamo.
    Blackwell Dynamo NVL72 on the inference chart, in comparison to Hopper Dynamo.

The NVIDIA GTC AI conference takes place from March 17 to March 21. CEO Jensen Huang will be delivering a keynote address on March 18 at 1pm ET. Come to Engadget to follow our liveblog of NVIDIA's GTC 2025 keynote.

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