The GTC 2025 in San Jose has become a historical event for Nvidia. The company hosted more than 25,000 people in San Jose Congress Center and its surrounding areas. The sessions were so crowded that many participants had to sit down or stand up. Although this intense interest reflects Nvidia’s position in the world of artificial intelligence, the risks in front of the company became more remarkable than ever.
Nvidia CEO Jensen Huang strongly demonstrated the company’s vision in his opening speech. The presentation, equipped with new generation of graphics processors, “personal super computers” and various robot prototypes, was considered as a refreshing move, especially for investors. Huang’s statement, “the more you get, the more you win” was an example of this approach.
The prominent promotions of the event included DGX Spark and DGX Station. These systems allow users to develop and operate their artificial intelligence models. Although the price of the devices is high, Huang described these products as the “Computer of AI Age”. The company believes that these devices will reshape the concept of personal computer in the future.
In addition, Nvidia’s new generation Vera Rubin GPU series was introduced. Huang said that these chips can make about twice as much as the best equipment of the current equipment, the Blackwell series. This statement was a response to the question marks between investors after the R1 model, which was introduced by Deepseek -based Deepseek, which required less hardware.
However, it is not only Deepseek against Nvidia; Cerebras, Groq and similar low -cost inference equipment are also available. Moreover, technology giants such as Amazon, Google and Microsoft are moving towards reducing their dependencies on Nvidia by developing their artificial intelligence chips. This may threaten the dominant position of the company in the market.
One of the important issues discussed in GTC 2025 was the US tariffs. Nvidia produces most of her chips in Taiwan. Although there is no direct tariff for Taiwan for the time being, future restrictions can affect the company’s financial structure. Although Huang argues that the tariffs in the short term would not cause serious damage, he did not provide clear assurance on long -term effects.
It was also announced that Nvidia is planning hundreds of billions of dollars investment in order to increase its production capacity in the USA. These investments aim to diversify the company’s supply chain. However, it can also bring high production costs that may adversely affect profit margins.
Nvidia also made quantum information announcement within the scope of GTC 2025
Another prominent development within the scope of the GTC 2025 was Nvidia’s interest in the quantum information field. The company announced that it will establish a new center called NVAQC in Boston. In this center, the leading quantum hardware and software companies will be worked together. The aim is to develop the simulation of quantum systems and the development of error correction models.
This name was considered as an attempt to balance the criticisms after Huang’s statement that quantum technology will not be used for the next 15-30 years. Although Nvidia has remained silent in this area, it has begun to create infrastructure for future research.