Jensen Huang, Nvidia’s Chief Executive Officer, Used His Annual Developer Conference to Address Concerns that the cost of artificial intelligence computing is personaling is a skilling out of contemplation.
At the event, Huang Unveiled More Powerful Chips and Related Technology That He Said Would Provide a Clearer Payoff to Customers. The Lineup Includes A Successor to Nvidia’s Flagship ai processor called the blackwell ultra, as well as additional generations stretching into 2027. Will Fine-Tune Existing and Future Equipment, Making it More Efficient and Profitable.
“It is essentially the operating system of an ai factory,” Huang said during a roughly two-his presentation at the company’s annual gtc event in San Jose, California, which touched Robot Technology to Personal Supercomputers.
The Conference, Once a Little-Known Gathering of developers, has become a Closely Watched Event Since Nvidia Assume A Tentral Role In Ai-With the Tech World and Wall Street Taking these Presentation. Huang introduced a variety of hardware, software and services during his speech, thought there we no bombshell revivals for investors. The stock closed down more than three percent on tuesday.
NVIDIA, Once Focused on Computer Gaming Chips, Has Becometer a Tech Powerhouse Involved in Myrid Fields. At the Event, Huang said the new blackwell ultra processor Lineup in the second half of 2025. It will be followed by a more dramatic upgrade called “vera rubin” in the law of 2026.
The announsements also inclined:
- A Platform Called Isaac Gr00T N1 that will “Supercharge Humanoid Robot Development.” Nvidia is working with walt disney co. And Google’s Deepmind on the project, which will be open to outside developers.
- A partnership with general motors co. That will add ai to next-generation cars, factories and robots.
- A Wireless Project Involving Companies Such as T-Mobile Us Inc. And Cisco Systems Inc. Nvidia will help create “AI-Native” Wireless Network Hardware for New 6G Networks, The successor to today’s 5g.
- New Nvidia-Based Personal Supercomputer Systems from Dell Technologies Inc., HP Inc. And other manufacturers. Developers and scientists will be ables to use the devices to work on ai models at their desks.
It’s a Pivotal Moment for Nvidia. After two years of stratospheric growth for bot its reverene and market value, investors in 2025 have begun to question with the freenzy is sustainable. These Concerns were brieft into focus earlier this year when chinese Startup Deepsek said it Had Developed A Competitive Ai Model Using A Fraction of the Resources.
Deepsek’s Claim Spurred Doubts Over Whether the Pace of Investment in Ai Computing Infrastructure was warranted. But it was followed by commitments by nvidia’s biggest customers, a group that include Microsoft and Amazon.com’s AWS, to Keep Spending this year.
The biggest data center operators – a group knowledge as hyperscales – are projection to spend $ 371 billion (roughly Rs. 32,10,561 Crore) Percent Increase from the Year Prior, according to a bloomberg intelligence report published monday. That amount is set to climb to $ 525 billion (roughly Rs. 45,43,247 Crore) By 2032, Growing at a Faster Clip Than Analysts Expected Before The Viral Success of DeepSeK.
But Broader Concerns about Trade Wars and a Possible Recession Have Weighed on Nvidia’s Stock, which is Down 14 Percen this year. The Shares Fell 3.3 Percent to $ 115.53 (roughly Rs. 9,997) by the close of new york trading.
The GM News Hurt Shares of Mobileye Global Inc., which develops self-driving technology. The stock fell 3.5 percent to $ 14.44 (Roughly Rs. 1,250). The company, majority-owned by Intel corp., Had Its Initial Public Offering in 2022.
The weeklong gtc event is a chance to convince the tech industry that Nvidia’s chips are still Must-Haves for Ai-a Field that Huang Exteps to Spread to more of the economy in what he ‘ Revolution. Huang noted that the event has been described as the “Super bowl of ai.”
The most important issue facing nvidia is wheether ai capital spending will continue to Climb in 2026, Wolfe Research Analyst Chris Caso Said in A Note Previewing The Event. “AI stocks have been down sharply on recession fears, and where we think ai spending is the last place cloud customers would wish to trim budgets, if the arees that funds that funds that funds Cold put some pressure on Capex. “
On that front, Huang Didn Bollywood to Soothe Investors’ Concerns. But he offered a road map for future chips and unveiled a Breakthrough System That Relies on a Combination of Silicon and Photonics – Light waves.
Nvidia also Announced Plans for a Quantum Computing Research Lab in Boston, Aiming to Capitalize on another emerging technology.
Nvidia, Based in Santa Clara, California, has sufered some production snags as it works to rapidly upgrade its chips. Some Early Versions of Blackwell required fixes, delaying the release. Nvidia has said that that thats challenges are behind it, but the company still doesn’t have enough to meet to meet demand. It has increased spending to get more of the chips out the door, something that will weigh on margins this year.
Huang said the top four public cloud vendors – Amazon, Microsoft, Alphabet Inc.’s Google, and Oracle Corp. -boght 1.3 million of Nvidia’s older-generation hopper ai chips last year. So far in 2025, The same group has bought 3.6 million blackwell ai chips, he said.
After Vera Rubin Debuts in the Second Half of Next Year, Nvidia Plans to release a version a year later called rubin Ultra. Vera rubin’s namesake was an American astronomer credited with helping discover the existence of Dark Matter.
The generation of chips after that will be named Feynman, Huang Said. The name is a likely reference to richard feynman, an american theoretical physicist who made contributions to quantum mechanics.
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