Nvidia GTC 2025: Here's What to Expect from Its Biggest Event

Whether you're into AI, GPUs, quantum computing, or robotics, Nvidia GTC 2025 is the event to watch. From March 17 to 21 in San Jose, industry leaders, researchers, and tech enthusiasts will gather to explore the future of computing.

With CEO Jensen Huang set to deliver one of his signature keynotes, expectations are sky-high. From next-gen AI chips to Nvidia’s bold leap into quantum computing, here’s what to expect.

The Latest Chip: Blackwell Ultra & Rubin Series

If there’s one thing that can make tech investors and AI researchers sit up, it’s Nvidia’s next-gen chips. Huang’s keynote on March 18 at 10:00 AM PT is expected to introduce Blackwell Ultra (B300 series)—the most powerful AI-focused GPU yet. This beast is rumoured to have 50% more computing power than the B200, a whopping 288GB of memory, and a shift toward liquid cooling to handle its immense processing demands.

But that’s not all. Huang is also expected to drop details on Rubin, Nvidia’s next-generation AI computing monster, set for release in 2026. Rubin is rumoured to incorporate up to 576GB of memory with next-gen HBM4E stacks, potentially reshaping how AI models are trained and deployed.

Quantum Day: Nvidia’s Leap Into the Future

For the first time, Nvidia is dedicating an entire day to quantum computing. On March 20, Quantum Day will feature big names like Rigetti, Quantinuum, and D-Wave, all discussing the race toward real-world quantum applications.

While we’re still years away from mainstream quantum computing, Nvidia seems determined to play a leading role in this space. Could we see a new quantum AI accelerator? A quantum-cloud computing roadmap? One thing’s for sure—if Nvidia is putting this much effort into it, quantum computing is no longer just a science fiction dream.

Humanoid Robots Take Center Stage

The future of AI isn’t just software, apparently, it’s robots too. On March 19, Nvidia will host a Humanoid Robotics session featuring some of the biggest names in autonomous robotics and self-driving technology.

Among the expected guests, we have; Jim Pan, Nvidia’s robotics lead, who will likely showcase advancements in humanoid AI agents. RJ Scaringe, CEO of Rivian, who is expected to talk about how Nvidia’s Drive Orin platform is powering autonomous electric vehicles. And, Waymo, a leader in robotaxi technology.

We’ve seen Nvidia push robotics heavily in recent years, this session could be a glimpse into a future where AI-powered humanoids walk, drive, and even work alongside humans.

Nvidia in Healthcare

AI isn’t just changing tech, it’s also transforming healthcare. Nvidia is partnering with IQVIA, Illumina, Mayo Clinic, and Arc Institute to integrate AI into genomics, drug discovery, and personalized medicine.

Some standout projects include; Mayo Clinic’s AI-powered pathology analysis, using Nvidia’s DGX Blackwell. Illumina’s AI-driven genomics research for target identification and biomarker discovery. And, DeCloak Intelligence’s AI Privacy Agent.

With these collaborations, Nvidia is positioning itself as a major player in AI-driven medicine, and GTC 25 is going to give us an insight into how Nvidia's partnership in Healthcare will penetrate the market. 

Will China AI Day Capture Attention Again?

Last year, Nvidia’s China AI Day drew global attention, especially with rising tensions between the U.S. and China over AI dominance. This year, the event is back and all eyes are on China’s tech giants.

Confirmed attendees include ByteDance, Alibaba Cloud, Baidu, Ant Group, and JD.com. They will showcase advancements in large language models, multimodal AI, and next-gen search technologies.

With U.S. export restrictions limiting Nvidia’s ability to sell high-end AI chips to China, the big question is; Will Chinese tech companies double down on domestic AI innovation? If so, Nvidia may find itself facing a growing competitor rather than a loyal customer.

Conclusion

Nvidia’s stock is down 10.5% year-to-date, largely due to concerns over competition (DeepSeek’s low-cost AI models) and trade tensions. But historically, GTC has been a massive stock booster, as reports from Fargo analysts show that Nvidia shares tend to outperform the market by 7% in the weeks following GTC.

So, whether Blackwell Ultra, Quantum Day, and Nvidia healthcare collaborations will be enough to get investors back on board, is a question we'll find out soon enough. Either way, GTC 2025 is shaping up to be one of the most exciting AI events in years, so stay tuned, because the future of computing is being written this week in San Jose.