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
- 1NVIDIA Blackwell is in full production, delivering 40x the performance of Hopper for AI training and inference.Source
- 2Blackwell Ultra, the next evolution of the Blackwell AI factory platform, arrives in the second half of 2025.1:25:28
- 3NVIDIA Vera Rubin architecture systems are set to arrive in the second half of 2026 for major performance gains.1:44:04
- 4NVIDIA Dynamo, open source software, is described as the operating system of an AI factory for scaling reasoning models.1:08:15
- 5DGX Spark and DGX Station, personal AI supercomputers built on the Grace Blackwell platform, were announced.Source
- 6The Llama Nemotron family of open reasoning AI models was announced for building agentic AI platforms.Source
- 7Isaac GR00T N1 was announced as an open, customizable foundation model for humanoid robot reasoning.Source
- 8Cosmos World Foundation Models were released, an open customizable reasoning model for physical AI.43:04
Announced
1 available the same day| Announcement | Status |
|---|---|
| NVIDIA BlackwellIn full production, 40x Hopper performance for training and inference | GA |
| Blackwell UltraNext Blackwell platform evolution, arriving second half of 2025 | Coming |
| Vera RubinNext architecture, systems arriving second half of 2026 | Coming |
| NVIDIA DynamoOpen source AI factory operating system for scaling reasoning models | Announced |
| DGX Spark and DGX StationPersonal AI supercomputers on Grace Blackwell platform | Announced |
| Llama NemotronOpen reasoning AI model family for agentic AI | Announced |
| Isaac GR00T N1Open foundation model for generalized humanoid reasoning | Announced |
| Cosmos World Foundation ModelsOpen customizable reasoning models for physical AI | Announced |
| NewtonOpen source physics engine for robotics, with Google DeepMind and Disney Research | Announced |
| Spectrum-X and Quantum-XSilicon photonics networking switches, fewer lasers, more power efficient | Announced |
Related keynotes
| Date | Keynote | |||
|---|---|---|---|---|
| May 5, 2026 | Agents, Governance, Enterprise apps | AI Control Tower was pitched as a strategic defense shield with visibility across every human and non-human identity and device | 3 | |
| Mar 16, 2026 | AI infrastructure, Robotics | The keynote opened by framing the token as the basic unit of modern AI, at NVIDIA GTC 2026, SAP Center, San Jose. | 6 | |
| Jan 5, 2026 | AI infrastructure, Robotics, Open models | Huang said roughly 10 trillion dollars of the last decade of computing is being modernized to accelerated, AI-based computing. | 6 | |
| May 19, 2025 | AI infrastructure, Robotics | Huang told a crowd of more than 4,000 at Taipei Music Center that AI data centers are, in fact, AI factories. | 9 |
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
- Jensen HuangFounder and CEO, NVIDIA
Companies named: BMW Group, General Motors, La Liga, Meta, Mistral AI, NHL, Nvidia, OpenAI, Rivian
Last changed 2026-09-24.
- 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
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.