Nvidia received San Jose from the storm this year, with a record of 25,000 in attendance gathered at the San Jose Conventions Center and around the city center buildings. Many workshops, talks and panels were so filled that people had to rely against the walls or sit on the floor – and suffer the anger of the organizers who shouted commands to make them properly lined up.
Nvidia currently sits at the top of the world of him, with record finances, high profit margins in heaven and no serious competitors. But in the coming months they also have an unprecedented risk to the company while facing US tariffs, Deepseek and shifting advantages from high customers.
At GTC 2025, Nvidia General Director Jensen Huang tried to design confidence, revealing new powerful chips, “super computers”, and, of course, truly delightful robots. It was an exhaustive sales step – one aimed at investors to withdraw from the Nosediving NoseDiving Nvidia shares.
“The more you buy, the more you save,” Huang said at one point during a main note on Tuesday. “It is even better than that. Now, the more you buy, the more you do.”
concluSIon
More than anything, the Nvidia at this year’s GTC tried to provide the participants – and the rest of the world seeing – that the demand for chips will not slow down at any time soon.
During his note, Huang claimed that almost “the whole world mistaken” in the traditional scaling of him falling from fashion. That Lab Deepseek, which earlier this year issued a very efficient “reasoning” model called R1, prompted fear among investors that Nvidia monster chips may not be more necessary for the training of competitiveness.
But Huang has repeatedly insisted that hungry reasoning models by power, in fact, will require more demand for company chips, not less. That is why in GTC, Huang showed the next line of GPU Nvidia Rubin, claiming that they will make conclusions (ie, execute models it) with approximately double the current current of Blackwell of Nvidia.
The threat to the Nvidia Huang business spent less time addressing it was high as Cerebras, Groq, and other hardware hardware providers at low cost and cloud conclusions. Almost every hyperscaler is developing a custom chip for conclusion, if not training, too. AWS has graviton and inferentia (which is reportedly subtracted aggressively), Google has TPU, and Microsoft has Cobalt 100.
Throughout the same vein, technology giants are currently extremely relying on Nvidia chips, including Openai and Meta, are seeking to reduce those connections through home hardware efforts. If they – and other aforementioned rivals – are successful, it will almost certainly weaken the drowning of Nvidia in the chips market it.
This is probably why the Nvidia share price plunged about 4% after the main note of Huang. Investors may have been hope for “one last thing” – or maybe an accelerated starting window. In the end, they didn’t get either.
Tariff
Nvidia also sought to calm down concerns for tariffs at GTC 2025.
SH.BA has not imposed any fees on Taiwan (where Nvidia receives most of its chips), and Huang claimed that the fees would not do “significant damage” in the short term. He stopped promising that Nvidia would be protected from long-term economic impacts, however-any form they finally get.
Nvidia has clearly received the Trump administration’s message “First America”, with Huang, pledging to GTC to spend hundreds of billions of dollars of production on the US while it would help the company diversify its supply chains is also a mass cost for Nvidia, whose multitrillion-dolly rating depends on margins.
New business
While it seems to be planting and growing businesses from its main line, Nvidia at GTC drew attention to its new investments in Quantum, an industry that the company has neglected it historically. On the first day of GTC Quantum, Huang apologized to the CEO of large quantum companies for causing a small stock collision in January 2025 after he suggested that technology would not be very useful for the next 15-30 years.
On Tuesday, Nvidia announced that it would open a new center in Boston, NVAQC, to advance quantum computing in collaboration with “leaders” equipment and software markers. The center, of course, will be equipped with Nvidia chips, which the company says will enable researchers to simulate quantum systems and models for correcting quantum error.
In the most immediate future, Nvidia sees what she is calling “super personal computers” as a potential new income creator.
At GTC, the company launched DGX Spark (previously called project figures) and DGX station, both designed to allow users to prototyed, adjust and direct patterns it in a range of sizes on the edge. Nor is it exactly free – the retail for thousands of dollars – but Huang boldly declared that they represent the future of personal PCs.
“This is the computer of the Age of the Age,” Huang said during his marking. “This is what computers should look like, and that’s what computers will work in the future.”
We will soon see if customers agree.
