TechCrunch News 03月16日
Nvidia GTC 2025: What to expect from this year’s show
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英伟达GTC大会即将开幕,预计将发布Blackwell Ultra系列GPU,该系列拥有更高的计算性能和更大的内存,适用于运行和训练对内存需求高的AI模型。此外,预计还会提及下一代GPU系列Rubin,它承诺在计算能力上实现巨大飞跃。英伟达还将探讨量子计算领域的最新进展,并可能推出相关产品。尽管面临一些挑战,如早期Blackwell卡过热问题和出口管制,但英伟达仍然在GPU市场占据主导地位,并对AI技术的未来充满信心。

🚀 **Blackwell Ultra GPU系列发布预期**:GTC大会预计将发布Blackwell Ultra系列GPU,该系列在Blackwell基础上进行了升级,拥有更高的计算性能和更大的内存(288GB),以满足客户对运行和训练大型AI模型的需求。

🔮 **Rubin GPU系列展望**:下一代GPU系列Rubin预计将在GTC上被提及,计划于2026年推出,英伟达CEO黄仁勋称其为计算能力上的“巨大飞跃”。大会还可能讨论Rubin之后的GPU架构。

💡 **量子计算领域的探索**:英伟达将在GTC期间举办“量子日”,邀请业内专家共同探讨量子计算的未来发展方向,以及如何将量子计算应用于实际场景。

📈 **市场挑战与机遇并存**:尽管面临早期Blackwell卡过热问题、出口管制和中国AI实验室DeepSeek的竞争,英伟达仍然对AI技术的未来充满信心,并认为DeepSeek的崛起将加速AI技术的普及。

GTC, Nvidia’s biggest conference of the year, begins Monday and runs till Friday in San Jose. TechCrunch will be on the ground covering the news as it happens — and we’re expecting a healthy dose of announcements.

CEO Jensen Huang will give a keynote address at the SAP Center on Tuesday at 10 a.m. Pacific, focusing on — what else? — AI and accelerating computing technologies, according to Nvidia. The company is also teasing reveals related to robotics, sovereign AI, AI agents, and automotive — plus 1,000 sessions with 2,000 speakers and close to 400 exhibitors.

Here’s how to watch the Nvidia GTC 2025 keynote online, along with many other sessions, talks, and panels.

So what do we expect to see at GTC? Well, Nvidia typically reserves a big chunk of the conference for GPU-related debuts. A new, upgraded iteration of the company’s Blackwell chip lineup seems likely.

During Nvidia’s most recent earnings call, Huang confirmed that the upcoming Blackwell B300 series, codenamed Blackwell Ultra, is slated for release in the second half of this year. In addition to higher computing performance, Blackwell Ultra cards pack more memory (288GB), an attractive feature for customers looking to run and train memory-hungry AI models.

Rubin, Nvidia’s next-gen GPU series, is almost certain to get a mention at GTC alongside Blackwell Ultra. Due out in 2026, Rubin promises to deliver what Huang has described as a “big, big, huge step up” in computing power.

Huang said during the aforementioned Nvidia earnings call that he’d talk about post-Rubin products at GTC, as well. That could be Rubin Ultra GPUs, or perhaps the GPU architecture that’ll come after the Rubin family. (The chips are named after Vera Rubin, the astronomer who discovered dark matter.)

Beyond GPUs, Nvidia may illuminate its approach to recent quantum computing advancements. The company has scheduled a “quantum day” for GTC, during which it’ll host execs from prominent companies in the space to “[map] the path toward useful quantum applications.”

One thing’s for sure: Nvidia could use a win.

Early Blackwell cards reportedly suffered from severe overheating issues, causing customers to cut their orders. U.S. export controls and fears of tariffs have massively depressed Nvidia’s stock price in recent months. At the same time, the success of Chinese AI lab DeepSeek, which developed efficient models competitive with models from leading AI labs, has prompted investors to worry about the demand for powerful GPUs like Blackwell.

Huang has asserted that DeepSeek’s rise to prominence will in fact be a net positive for Nvidia because it’ll accelerate the broader adoption of AI technology. He has also pointed to the growth of power-hungry so-called “reasoning” models like OpenAI’s o1 as Nvidia’s next mountain to climb.

To be clear, Nvidia isn’t exactly hurting. The company reported a record-breaking quarter in February, notching $39.3 billion in revenue and projecting $43 billion in revenue for the subsequent quarter. While rivals such as AMD have begun to encroach on the company’s territory, Nvidia still commands an estimated 82% of the GPU market. But Huang is reportedly feeling impatient to see AI applications that matter beyond the tech industry.

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