Next in Tech

NVIDIA GTC Bursts at the Seams


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It's come a long way from its game developer roots and the NVIDIA GPU Technology Conference (GTC) 2025 edition was so well attended, it was straining the capacity of the San Jose Convention Center, its long-term home. John Abbott returns to discuss what debuted and the implications with host Eric Hanselman. NVIDIA has taken a starring role in AI and this year's GTC had all of the glitz of a Hollywood production – CEO's of major tech partners delivered a video tribute and Disney-designed robots cavorted on stage with CEO Jensen Huang. The event reinforced the extent to which NVIDIA has become a systems and software company, rather than simply a supplier of high performance silicon.

The event highlighted not only new GPU's and rack-scale compute systems, but also countered the concerns around declines in GPU demand raised by the release of the DeepSeek AI models. The shift to reasoning models for AI is expected to drive further demand. The impacts on energy consumption and associated pressure on energy transition plans weren't mentioned, but are a large part of the larger discussion around AI.

More S&P Global Content:

  • SoftBank, OpenAI, Oracle and MGX commit to $100B for Stargate AI infrastructure
  • Semiconductor Digest: A roundup of the latest developments
  • Next in Tech | Ep. 206: NVIDIA quarterly earnings

For S&P subscribers:

  • NVIDIA pushes broader AI infrastructure story with Blackwell Ultra, full stack software
  • NVIDIA takes commanding revenue lead in semiconductor space
  • Tech is priced to move
  • Generative AI Digest 25: A roundup of latest breakthroughs and developments

Credits:

  • Host/Author: Eric Hanselman
  • Guest: John Abbott
  • Producer/Editor: Adam Kovalsky
  • Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
...more
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