Jensen Huang provided details about Nvidia’s upcoming GPU platform, Rubin, during the company’s big AI conference, GTC, which began in full on Tuesday. The CEO is set to discuss the next-generation chipset Blackwell Ultra and Vera Rubin platform. Wall Street is eagerly anticipating updates on Nvidia’s product lineup and launch details as the tech giant’s “Super Bowl of AI” unfolds.
During his keynote address at the GTC 2025 AI conference in San Jose, Huang expressed excitement for the year ahead and emphasized the innovative topics he planned to cover, speaking without a script or teleprompter. The event is expected to highlight Nvidia’s forthcoming AI chipsets, architectures, and advancements in robotics and autonomous driving.
Huang likened GTC to a modern-day Super Bowl, where everyone emerges as a winner. Business Insider is on-site to deliver real-time updates on the significant announcements as the conference progresses. A key revelation included Nvidia’s collaboration with General Motors to develop custom AI systems for vehicles, factories, and robots using Nvidia accelerated compute platforms.
The Rubin platform, named after renowned astronomer Vera Rubin, was initially unveiled at Computex last year. Nvidia’s transition from Blackwell to Blackwell Ultra, slated for release later this year, is anticipated to proceed smoothly after overcoming an early production challenge. The company’s earnings call in February hinted at partners getting ready for this transition, signaling a significant leap forward.
As Nvidia’s GPUs continue to drive the AI landscape, interest in its product pipeline and launch schedules remains high among investors. Notably, recent advancements in AI technology have sparked discussions about the infrastructure investment necessary to fuel cutting-edge model development. Huang emphasized the increasing demand for compute power and shared an example highlighting the efficiency of a reasoning model compared to traditional LLM models.
This story is unfolding, and more updates will follow.
