Nvidia founder Jensen Huang kicked off the company's artificial intelligence developer conference on Tuesday by telling a crowd of thousands that AI is going through 鈥渁n inflection point.鈥
At GTC 2025, heralded as 鈥淎I Woodstock,鈥 Huang focused his keynote on the company's advancements in AI and his predictions for how the industry will move over the next few years.
In a highly anticipated announcement, Huang revealed more details around Nvidia鈥檚 next-generation graphics architectures: Blackwell Ultra and Vera Rubin -- named for the famous astronomer. Blackwell Ultra is slated for the second half of 2025, while its successor, the Rubin AI chip, is expected to launch in late 2026. Rubin Ultra will take the stage in 2027.
In a talk that lasted at over two hours, Huang outlined the 鈥渆xtraordinary progress" that AI has made. In 10 years, he said, AI graduated from perception and 鈥渃omputer vision鈥 to generative AI, and now to agentic AI 鈥 or AI that has the ability to reason.
鈥淎I understands the context, understands what we're asking. understands the meaning of our request,鈥 he said. 鈥淚t now generates answers. Fundamentally changed how computing is done.鈥
Huang said demand for GPUs from the top four cloud service providers is surging, adding that he expects Nvidia's data center infrastructure revenue to hit $1 trillion by 2028. He also announced that U.S. car maker General Motors would integrate Nvidia technology in its new fleet of self-driving cars.
The Nvidia head also unveiled the company鈥檚 Halos system, an AI solution built around automotive 鈥 especially autonomous driving 鈥 safety.
鈥淲e鈥檙e the first company in the world, I believe, to have every line of code safety assessed,鈥 Huang said.
