Nvidia’s founder, Jensen Huang, started the company’s artificial intelligence developer conference on Tuesday by declaring that AI is at a critical turning point. At GTC 2025, dubbed “AI Woodstock,” Huang focused his keynote on Nvidia’s AI advancements and shared his insights on the industry’s future direction. During this highly anticipated event, Huang provided more information about Nvidia’s upcoming graphics architectures: Blackwell Ultra and Vera Rubin, named after the renowned astronomer. Blackwell Ultra is scheduled for release in the latter half of 2025, while its successor, the Rubin AI chip, is anticipated to launch in late 2026. Rubin Ultra is expected to debut in 2027. In a presentation that spanned over two hours, Huang highlighted the remarkable evolution of AI from basic perception and computer vision to generative AI and now to agentic AI, which possesses reasoning capabilities. He emphasized that AI now comprehends context, interprets requests, and generates responses, fundamentally reshaping the landscape of computing. Huang shared that there is a significant rise in demand for GPUs from leading cloud service providers, projecting Nvidia’s data center infrastructure revenue to reach $1 trillion by 2028. Additionally, he disclosed that General Motors will incorporate Nvidia technology in its new fleet of autonomous vehicles. Huang also introduced Nvidia’s Halos system, an AI solution designed for automotive safety, especially in the realm of autonomous driving. He highlighted that Nvidia is the first company to undergo a comprehensive safety evaluation of every line of code in its AI system.
