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.
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
Cherlynn Low
That's it from our liveblog today. Thanks again for joining us, and we hope your AI endeavors are fruitful.
Cherlynn Low
NVIDIA's Spark desktop AI supercomputer arrives this summer
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.
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.
Devindra Hardawar
We're watching a wrap-up video now. Thanks again for joining us folks!
Devindra Hardawar
I'm still creeped out by humanoid robots, but I'm pretty sure everyone would welcome an adorable Star Wars bot in their home.
Katie Teague
Huang on stage with Blue, the robot.
Devindra Hardawar
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.
Katie Teague
NVIDIA collaborated with Disney Research, Isaac Lab and Google DeepMind to create this cute little robot.
Devindra Hardawar
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).
Katie Teague
The NVIDIA Omniverse with Cosmos.
Devindra Hardawar
"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.
Katie Teague
A video showing robots working.
Devindra Hardawar
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.
Igor Bonifacic
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.
Katie Teague
Huang is now discussing robots.
Devindra Hardawar
And now we're finally onto robots! We've passed the two-hour mark, and yet Huang still has energy.
Igor Bonifacic
I get the feeling Huang has been told to wrap up.
Katie Teague
Huang talking about Enterprise AI storage.
Katie Teague
Huang showcasing DGX Station.
Devindra Hardawar
"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.
Devindra Hardawar
Huang has reappeared holding a 20 petaflop computer, the DGX Station.
Devindra Hardawar
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!
Igor Bonifacic
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.
Devindra Hardawar
And it seems like the keynote stream has died... Are we free?
Devindra Hardawar
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.
Katie Teague
NVIDIA's road map.
Katie Teague
Spectrum-X Photonics and Quantum-X Photonics coming in the second half of 2026.
Katie Teague
Quantum-X Photonic switch.
Igor Bonifacic
While we watch this video, I imagine Huang is about to fire the person who tangled the cables.
Igor Bonifacic
Dev, your guess is as good as mine.
Devindra Hardawar
Seems like they made Ethernet with frickin lasers? That's really all I can absorb at this point.
Devindra Hardawar
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.
Cherlynn Low
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.
Devindra Hardawar
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.
Katie Teague
Huang showing the Spectrum-X "supercharged" ethernet.
Katie Teague
The NVIDIA Rubin System.
Katie Teague
Rubin Ultra NVL576 will become available the second half of 2027.
Devindra Hardawar
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.
Katie Teague
Vera Rubin BVL 144 will come in the second half of 2026.
Igor Bonifacic
For context, we already knew NVIDIA was planning to release Blackwell Ultra in the second half of 2025.
Devindra Hardawar
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.
John Falcone
Huang provides an update on the Blackwell hardware. (NVIDIA)
Devindra Hardawar
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.
Devindra Hardawar
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.
Devindra Hardawar
"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.)
Igor Bonifacic
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.
Devindra Hardawar
"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.
Igor Bonifacic
"We are now a power-limited industry," says Huang. It's nice to see a company tackle this problem from a power efficiency front.
Katie Teague
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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