The countdown has commenced for Nvidia's most significant event of the year. The annual GTC conference, which is being held in San Jose this week, is set to feature a series of pivotal announcements that may influence the technology sector. Running from Monday to Friday, GTC draws industry leaders, innovators, and technology enthusiasts who are eager to learn about the latest developments in AI, computing, and robotics.

Jensen Huang's Keynote Address

CEO Jensen Huang is scheduled to present the much-anticipated keynote on Tuesday, where he will discuss advancements in AI and Nvidia's strategy for enhancing computing capabilities. According to a report from TechCrunch, Nvidia has hinted at major announcements concerning robotics, AI agents, sovereign AI, and the automotive industry. With 1,000 sessions and 2,000 speakers planned, attendees can expect a wealth of engaging content.

GPU Developments: Blackwell Ultra and Rubin

Nvidia typically showcases GPU innovations at GTC, and this year is no different. The company is expected to introduce the new Blackwell B300 series, known as Blackwell Ultra, which is anticipated to deliver increased computing power and an impressive 288GB of memory, making it suitable for demanding AI models. Additionally, the forthcoming Rubin series, set to launch in 2026, is anticipated to represent a significant advancement in computing performance.

Quantum Computing at GTC

The conference will also spotlight advancements in quantum computing, featuring a dedicated "quantum day." Prominent figures in the quantum field will explore the future of quantum applications, underscoring Nvidia's growing interest in this developing area.

Despite facing challenges such as overheating issues in early Blackwell models and concerns regarding U.S. export regulations, Nvidia continues to prosper. The company recently announced a record revenue of $39.3 billion, with expectations of reaching $43 billion in the upcoming quarter. While competitors like AMD are gaining traction, Nvidia maintains a commanding 82% share of the GPU market.

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