Nvidia (NVDA, Financial) started its annual GTC 2025 event on Mar. 18 2025 by having CEO Jensen Huang deliver a compelling keynote presentation about artificial intelligence's fast development. Huang branded the gathering an AI Super Bowl because agentic AI technology has grown so advanced it requires at least 100 times more processing power than analysts predicted during the previous year.
Huang revealed that the major cloud infrastructure providers Amazon Web Services (AMZN, Financial), together with Azure and Google Cloud Platform alongside Oracle Cloud, have spent 3.6 million dollars on Blackwell GPUs which represents a significant boost from their previous purchase of 1.3 million Hopper GPUs. Massive data center investments amounting to more than US$1 trillion remain expected to develop through the end of the decade as Blackwell GPUs enter the market.
The new technical offerings included CUD-SS, which launched as a CUDA library that specialized in computer-aided engineering through a partnership between Nvidia and Ansys (ANSS, Financial) and Cadence Design Systems (CDNS, Financial). At the annual developer conference, Nvidia CEO Huang presented strategic partnerships for T-Mobile (TMUS, Financial), Cisco (CSCO, Financial) and Cerberus ODC together with an announcement that General Motors (GM, Financial) selected Nvidia to develop its self-driving technology.
Nvidia scheduled Blackwell Ultra to arrive in H2 2025 alongside Rubin in H2 2026 before revealing the release of Rubin Ultra in H2 2027 to establish future innovations.
This article first appeared on GuruFocus.免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。