Nvidia 2025 GTC Keynote Goes As Expected
Nvidia (NVDA) GTC 2025 keynote by CEO Jensen Huang was per expectations. It was a very long keynote but the two clear highlights of the presentations were:
Roadmap details
Slamming of hyperscaler ASICs by showing how obsolete Hoppers were (and by extension the much weaker ASICs) and why it does not make sense to deploy them except for a few select cases.
Roadmap Details
As far as the roadmap goes, Nvidia has in the past talked about Blackwell Ultra and Vera Rubin. Today, the Company extended the discussion to Vera Rubin ultra. The image below lays out the entire roadmap for GPUs, CPUs, and Networking. The main point of the image is that Nvidia plans to continue with a one-year cadence on various aspects of AI hardware.
The table below summarizes the key elements of the roadmap including some color into how much of a generational improvements Jensen is marketing at each step.
There are a few notable things in the roadmap.
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