本次大会料还将探讨
With the strong push of new GPUs, quantum computing, and Siasun Robot&Automation technology, how will NVIDIA define the new landscape of future technology?
$NVIDIA (NVDA.US)$ The GTC conference in 2025 will kick off on March 17, with CEO Huang Renxun's keynote speech scheduled for March 18. The conference will feature 1,000 sessions, 2,000 speakers, and nearly 400 exhibitors.
The market expects that Jensen Huang's speech will outline the company's technology roadmap, focusing on the Blackwell Ultra GPU and the next-generation Vera Rubin superchip. These technologies are crucial for NVIDIA's revenue growth, especially against the backdrop of its stock price having dropped 26% from its peak of $153.
The conference will also discuss advancements in quantum computing, where NVIDIA is taking a cautious stance, predicting practical quantum computers will still take 10 to 20 years, in stark contrast to competitors' optimistic forecasts. Additionally, the conference will showcase advancements in robotics technology for humanoid robots and automotive applications, continuing highlights from earlier GTC conferences such as autonomous driving demonstrations.
Investors will closely monitor the production and delivery schedule of the new GPUs, as the integration of these chips into customer systems could reverse NVIDIA's recent stock price decline. Here are the details on the three key focus areas in the market:
Firstly, CEO Jensen Huang will deliver a keynote speech at 1 AM Beijing time on March 19 (Wednesday), expected to provide a comprehensive roadmap for NVIDIA's technological ambitions for the coming year. Jensen Huang's speech is definitely the highlight of NVIDIA's most important annual conference. Previously, Huang stated in an earnings report conference call that NVIDIA has 'some very exciting things to share' at GTC, involving enterprise and agency AI, inference models, and robotics technology.
The core of the speech will be NVIDIA's advancements in GPU technology, with the current Blackwell platform expected to upgrade to Blackwell Ultra, its second-generation version, which will improve performance further, continuing NVIDIA's pattern of upgrades following the release of major platforms. This upgrade is expected to be a focal point, but attention will also shift to the next-generation architecture named Vera Rubin—after the renowned astronomer—comprising Vera CPU and Rubin GPU, which together form a superchip, similar to the existing Grace Blackwell combination.
The release of these chips is crucial, as their mass production and integration into customer systems will directly affect NVIDIA's revenue performance, which is a key point investors seek clear information on, especially considering the significance of the Blackwell chip since its debut at last year's GTC.
Analysts from Bank of America (BAC) stated in a report last Wednesday that they "expect NVIDIA to launch an attractive and anticipated update on Blackwell Ultra," focusing on inference models. Analysts also anticipate that NVIDIA will share more information about its next-generation networking technology, as well as long-term opportunities in the fields of autonomous vehicles, Siasun Robot&Automation, physical AI, and quantum computing.
In addition to GPUs, NVIDIA is also exploring quantum computing and robotics, and the company will present insights in the quantum computing field, which has seen participation from several giants including Google, Microsoft, Amazon, IBM, and Intel, all advancing their own chip development. Previously, Mizuho Securities analyst Vijay Rakesh speculated in a report that NVIDIA might provide a new quantum computing product roadmap at this event.
Jensen Huang has previously expressed skepticism, suggesting that practical quantum computers still need 10 to 20 years, contrasting with Google CEO Sundar Pichai’s more optimistic timeline of 5 to 10 years, which remains a topic for debate and scrutiny on Wall Street.
In the realm of robotics, NVIDIA’s ambitions include humanoid robots and automotive applications, continuing highlights from the previous GTC conference, such as Huang's vision of a "ChatGPT moment" for robotics and demonstrations of autonomous vehicles, leveraging its collaborations with Auto Manufacturers to support autonomous systems.
Although these areas are forward-looking, they complement a chip-centric narrative; the announcements regarding quantum computing and robotics are expected to showcase NVIDIA's broader innovation strategy, though the new GPUs are still likely to be the core of the conference's immediate impact.
Analysts at Jefferies stated in a report last Thursday that they expect the products NVIDIA will unveil at GTC to "become another positive catalyst for the company," because investors will shake off supply chain noise and become excited about the technology roadmap once again.
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