Nudea suffered a storm this year, with a record -breaking 25,000 participants coming to the San Jose Convention Center and the surrounding city buildings. Many workshops, conversations and panels were so full that people had to lean against the walls or to sit on the floor – and face the anger of the organizers so that they could be lined up properly.
NVIDIA is currently sitting in the upper part of the world, with it Record -breaking financialMargins over the sky, and there is no serious competitor yet. But in the coming months, there is a unprecedented threat to the company as it faces US prices, DepressicAnd changing priorities from high AI users.
at all GTC 2025Nvidia CEO Jenson Huang tried to present confidence, unveiled Powerful new chipsFor, for, for,. Personal “Super Computer,” And, of course,, Really beautiful robots. It was a complete sale pitch – the purpose of railing from NVIDIA to investors Nozoo stock.
During a key note on Tuesday, Huang said on one occasion, “The more you buy, the more you will save you.” “It’s even better. Now, the more you buy, the more you will make.”
Indicator boom
More than anything, NVIDIA tried to assure the participants in this year’s GTC – and from the eyes of the rest of the world – the demand for its chips will not be shortened at any time.
During its keynote note, Huang Claimed that nearly “the whole world misunderstood it” On Traditional AI scaling is falling out of vogue. Chinese Ai Lab Dipisic, which is earlier this year Issued an extremely effective “reasoning” model Is called R1Investors have expressed concern that NVIDIA’s monster chips may no longer be necessary for competitive AI training.
But Huang has repeatedly insisted that the models of hungry reasoning for electricity will actually demand more of the company’s chips, not less. That’s why in GTC, Huang showed The next line of Vera Rubin Gpus of Nvidia, claims that they will perform the current NVIDIA’s best black well chip rate (ie run the AI model).
The threat to the Nvidia business, which spent less time, was like works like Serbras, GROQ, and other low -cost hardware and cloud providers. Almost every hyper -scaler does not even train, a custom chip is preparing for individuality. AWS has Graviton and Inferentia (Which is allegedly aggressively missed), Google has TPU, and Microsoft has the Cobalt 100.
With the same vein, the tech giants currently rely on NVIDIA chips, including Openi and Meta,, seeking to reduce these relationships. At home Hardware Efforts. If they – and other rivals that the above mentioned are successful, this will certainly weaken the NVIDIA’s abusive NVIDIA in the market.
Probably because of the same reason Nvidia shares declined About 4 % after Huang’s key note. Investors may have been “one last thing” – or maybe a fast launch window. Finally, they didn’t even find it.
Tariff tension
Ann Vadia also tried to address the problems of revenue in GTC 2025.
The United States has imposed no tax on Taiwan (where Nvidia receives most of its chips), and Huang. The claims The prices will not be “significant loss” in the short term. He declined to promise that NVIDIA would be protected from the long-term economic effects, however-whatever form they eventually take.
The Trump administration’s “US First” message has been clearly received with Huang to Navidia Promise in GTC While spending hundreds of billions of dollars on manufacturing in the United States, while it will help the company diversify its supply chain, it is also a huge price for NVIDIA, which depends on a multi -trillion dollar value of healthy profit.
New business
Since it seeks to expand and increase businesses other than its basic chips line, NVIDIA in GTC has drawn attention to its new investment in quantum, an industry that the company has historically neglected. On the first quantum day of GTC, Huang sorry In January 2025, he suggested that Tech would not be more useful in the next 15 to 30 years.
On Tuesday, nvidia Announced That it will open a new center in Boston, NVAQC, to advance quantum computing in collaboration with “well -known” hardware and software marker. Center, of course, will be equipped with NVIDIA chips, which the company says will enable researchers to imitate the models necessary for quantum system and quantum error correction.
In the future more and more future, Nvidia sees what it is Calling “Personal AI Super Computers” As a potential new tax maker.
In GTC, the company Launched DGX Spark (previously called Project digits) And the DGX station, it is designed both to allow users to run the prototype, fine tone, and the AI model in the edge range. Nor is it cheaper – they are retail in thousands of dollars – but Huang boldly announced that they represent the future of personal PC.
“This is a computer of the AI era,” Huang said during his keynote note. “Must look like computers, and that’s what computers will run in the future.”
We will soon see if consumers are pleased.