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NVIDIA GTC 2025: NVIDIA Founder and CEO Jensen Huang's Keynote

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

Watch on YouTubeOfficial recap

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
1234
  1. 43:04

    Cosmos World Foundation Models were released, an open customizable reasoning model for physical AI.

  2. 1:08:15

    NVIDIA Dynamo, open source software, is described as the operating system of an AI factory for scaling reasoning models.

  3. 1:25:28

    Blackwell Ultra, the next evolution of the Blackwell AI factory platform, arrives in the second half of 2025.

  4. 1:44:04

    NVIDIA Vera Rubin architecture systems are set to arrive in the second half of 2026 for major performance gains.

  5. 5

    NVIDIA Blackwell is in full production, delivering 40x the performance of Hopper for AI training and inference. Source

  6. 6

    DGX Spark and DGX Station, personal AI supercomputers built on the Grace Blackwell platform, were announced. Source

  7. 7

    The Llama Nemotron family of open reasoning AI models was announced for building agentic AI platforms. Source

  8. 8

    Isaac GR00T N1 was announced as an open, customizable foundation model for humanoid robot reasoning. Source

Announced

1 available the same day
GANVIDIA BlackwellIn full production, 40x Hopper performance for training and inference
ComingBlackwell UltraNext Blackwell platform evolution, arriving second half of 2025
ComingVera RubinNext architecture, systems arriving second half of 2026
AnnouncedNVIDIA DynamoOpen source AI factory operating system for scaling reasoning models
AnnouncedDGX Spark and DGX StationPersonal AI supercomputers on Grace Blackwell platform
AnnouncedLlama NemotronOpen reasoning AI model family for agentic AI
AnnouncedIsaac GR00T N1Open foundation model for generalized humanoid reasoning
AnnouncedCosmos World Foundation ModelsOpen customizable reasoning models for physical AI
AnnouncedNewtonOpen source physics engine for robotics, with Google DeepMind and Disney Research
AnnouncedSpectrum-X and Quantum-XSilicon photonics networking switches, fewer lasers, more power efficient

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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
Sources

Photos: The White House, Public domain, via Wikimedia Commons

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

Last changed 2026-09-24.