Skip to content

GTC 2025 keynote

Jensen Huang · Mar 18, 2025 · 2h 12m · San Jose

Summary

Jensen Huang unveiled Blackwell Ultra, Vera Rubin, Dynamo, and new open models and robotics platforms at NVIDIA GTC 2025 in San Jose.

Key themes: AI infrastructure, Robotics · AI-written summary from the published transcript

Where each highlight is said2:11:48
  1. 1NVIDIA Blackwell is in full production, delivering 40x the performance of Hopper for AI training and inference.Source
  2. 2Blackwell Ultra, the next evolution of the Blackwell AI factory platform, arrives in the second half of 2025.1:25:28
  3. 3NVIDIA Vera Rubin architecture systems are set to arrive in the second half of 2026 for major performance gains.1:44:04
  4. 4NVIDIA Dynamo, open source software, is described as the operating system of an AI factory for scaling reasoning models.1:08:15
  5. 5DGX Spark and DGX Station, personal AI supercomputers built on the Grace Blackwell platform, were announced.Source
  6. 6The Llama Nemotron family of open reasoning AI models was announced for building agentic AI platforms.Source
  7. 7Isaac GR00T N1 was announced as an open, customizable foundation model for humanoid robot reasoning.Source
  8. 8Cosmos World Foundation Models were released, an open customizable reasoning model for physical AI.43:04

Announced

1 available the same day
AnnouncementStatus
NVIDIA BlackwellIn full production, 40x Hopper performance for training and inferenceGA
Blackwell UltraNext Blackwell platform evolution, arriving second half of 2025Coming
Vera RubinNext architecture, systems arriving second half of 2026Coming
NVIDIA DynamoOpen source AI factory operating system for scaling reasoning modelsAnnounced
DGX Spark and DGX StationPersonal AI supercomputers on Grace Blackwell platformAnnounced
Llama NemotronOpen reasoning AI model family for agentic AIAnnounced
Isaac GR00T N1Open foundation model for generalized humanoid reasoningAnnounced
Cosmos World Foundation ModelsOpen customizable reasoning models for physical AIAnnounced
NewtonOpen source physics engine for robotics, with Google DeepMind and Disney ResearchAnnounced
Spectrum-X and Quantum-XSilicon photonics networking switches, fewer lasers, more power efficientAnnounced

Related keynotes

DateKeynote
May 52026ServiceNow Knowledge 2026Bill McDermott, Jensen Huang · 1h 26m · 3 announcedAgents, Governance, Enterprise apps
Mar 162026NVIDIA GTC 2026Jensen Huang · 2h 19m · 6 announcedAI infrastructure, Robotics
Jan 52026CES 2026Jensen Huang · 1h 32m · 6 announcedAI infrastructure, Robotics, Open models
May 192025Computex 2025Jensen Huang · 1h 43m · 9 announcedAI infrastructure, Robotics
About this keynote

Timestamps appear where the published captions place a highlight; the others link the official recap that states them.

Keynote page: www.youtube.com/watch?v=_waPvOwL9Z8

On stage

Companies named: BMW Group, General Motors, La Liga, Meta, Mistral AI, NHL, Nvidia, OpenAI, Rivian

Last changed 2026-09-24.

History (append-only)
  • 2026-09-24 · address changed by seed
  • 2026-09-24 · announcements changed by seed
  • 2026-09-24 · takeaways changed by seed
  • 2026-09-24 · themes changed by seed
  • 2026-09-24 · basis changed by seed
All changes

Sources: official keynote videos, their captions and the hosts' recaps, summarized by AI; watch the source for exact wording. Logos via logo.dev; trademarks belong to their owners.

New keynotes by email

After each big tech keynote: the summary, key themes and launches. Only when there is a new one.

Double opt-in. Unsubscribe any time.