Here’s a summary of Jensen Huang’s keynote at NVIDIA GTC Washington, D.C. on October 28, 2025:
Leadership in AI & Accelerated Computing: Huang opened by emphasizing how NVIDIA’s innovations are driving a paradigm shift across industries, with “AI factories” (AI-optimized data centers) set to transform computing. NVIDIA’s Blackwell GPUs remain at the forefront for extreme performance.?
New Products & Roadmap: Key launches included the Blackwell Ultra NVL72 platform, designed for highly efficient AI inference, training, and reasoning. Huang previewed future architectures—Vera Rubin (2026) and Rubin Ultra (2027)—offering over 3x the performance of Blackwell Ultra for demanding workloads.?
Quantum–AI Integration: NVIDIA unveiled NVQLink, a new system architecture to connect quantum computers with NVIDIA’s GPUs. This tech aims to accelerate breakthroughs in medicine and materials science by enabling powerful quantum/AI hybrid supercomputers.?
Robotics Revolutions: Huang introduced the open Isaac GROOT N1 Humanoid Robot foundation model for rapid, cost-effective robotics development. Partnerships with DeepMind and Disney Research will bring advanced robotics and physics-driven simulations to real products.?
Enterprise & Developer Tools: Announcements included DGX Spark and Grace Blackwell-powered DGX Stations, providing enterprises, researchers, and students with local and cloud options for prototyping and fine-tuning large models.?
Omniverse & Digital Twins: New Omniverse projects like Cosmos enable customizable “physical AI” world foundation models, creating digital twins for optimized workflows in manufacturing, logistics, and more.?
Autonomous Vehicles: NVIDIA reaffirmed its leadership in AVs with partnerships (GM, Tesla, Waymo) and new AI-focused collaborations to expand global adoption and manage massive data workloads.?
US Manufacturing & Policy: Huang confirmed NVIDIA’s top AI chips are now being manufactured in Arizona, marking a step towards domestic supply chain resilience, and highlighted NVIDIA’s intention to collaborate further with government and contractors.?
China Market Update: Huang addressed the importance of China, aiming for $50 billion in sales, and discussed balancing innovation and geopolitical realities.?
Closing note: Jensen positioned NVIDIA as the key enabler powering the next era of AI—from quantum computing and sovereign AI infrastructure to robotics and autonomous everything.? |
