GTC felt more than ever, but NVIDIA challenges accumulate

NVIDIA acquired San Jose from the storm this year, with 25,000 of those present at the record that flows to the San Jose Conference Center and the surrounding city center buildings. Many workshops, conversations and paintings were so packed that people had to rely on the walls or sit on the ground – and suffer from the anger of the organizers who scream on orders to obtain them properly.

Nafidia is currently sitting at the top of the world of artificial intelligence, with Standard financial dataHigh profit margins, not serious competitors yet. But the coming months also holds unprecedented risks to the company because it faces a tariff for us, DibsicAnd transform priorities from the best artificial intelligence customers.

in GTC 2025Nvidia Jensen Huang CEO of Nvidia Jensen Huang tried to offer confidence Strong new chipsand Personality “giant computers”, “ And of course, Really nice robots. It was a comprehensive sales stadium – one aimed at investors who reeling from Nvidia’s Noseediving stocks.

“The more I bought, the more you save,” Huang said at one point during one of the main words on Tuesday. “It is better than that. Now, the more you buy, the more you are made.”

The conclusion boom

More than anything else, NVIDIA in GTC this year has sought to confirm the attendees – and the rest of the world is monitoring – that the demand for its chips will not slow down any time soon.

During the keyword, Huang He claimed that “the whole world made a mistake.” on Traditional from artificial intelligence fall from the popularity. Amnesty International Deepseek, which earlier this year He released a highly efficient “thinking” model The name R1Fears among investors prompted that the monster chips in NVIDIA may no longer be necessary to train competitive artificial intelligence.

But Huang has repeatedly insisted that thirsty thinking models for power will actually lead more demand for company chips, not less. For this reason GTC, Show Huang The next line from the NVIDIA from GPUS Vera Robin, claiming that it will lead to inference (i.e., operation of artificial intelligence models) at a rate of almost the rate of the best current Black Claus in NVIDIA.

Huang’s NVIDIA’s threat was less time to treat, such as tanks such as the brain, GROQ, and other low -cost inferences and cloud services providers. Almost all Easter develops a slide intended for reasoning, if not the training too. AWS has Graviton and Indeedia (Who is said to be reduced strongly), Google has TPUS, and Microsoft has Cobalt 100.

Along the same vein, technology giants are currently looking at NVIDIA chips, including Openai and Meta, to reduce these links via At home Devices efforts. If they succeed – and the other competitors mentioned above – they will definitely weaken the stifling of NVIDIA in the artificial intelligence chips market.

Maybe that is the reason NVIDIA share price decreased About 4 % after keyword Huang. Investors may keep hope for a “last thing” – or perhaps an accelerated launch window. In the end, they did not get.

Introductory tensions

NVIDIA has also sought to calm concerns about the tariffs in GTC 2025.

The United States has not imposed any tariff on Taiwan (where NVIDIA gets most of its chips), and Hang Claim The definitions will not do “great damage” in the short term. The promise has stopped NVIDIA from long-term economic impacts, however-whatever the form they eventually take.

NVIDIA clearly received the “America First” message to the Trump administration, with Huang The pledge in GTC To spend hundreds of billions of dollars on manufacturing in the United States while this would help the company diversify its supply chains, it is also a huge cost for NVIDIA, whose evaluation of millions of dollars depends on healthy profit margins.

New work

Since it looks forward to a seed and developing business other than the basic chips line, NVIDIA in GTC drew attention to its new investment in Quantum, an industry that has been historically neglected. On the first quantum GTC,, Huang apologize To the executives of the major quantum companies to cause the collapse of simple stocks in January 2025 after suggested that technology will not be very useful during the next 15 to 30 years.

On Tuesday, Nafidia Declare It will open a new center in Boston, NVAQC, to enhance quantum computing in cooperation with the signs of “leading” devices and programs. Of course, the center will be provided with NVIDIA chips, which the company says will enable researchers to simulate quantitative systems and models needed to correct quantum error.

In the most urgent future, you see NVIDIA what it is Calling “giant computers self -intelligence” As a possible new revenue maker.

In GTC, the company Firing DGX spark (pre -called Project numbersDGX station, both are designed to allow users to preliminary models, and run artificial intelligence models in a set of sizes on the edge. It is not completely inexpensive – they sell thousands of dollars – but Huang has boldly declared that they represent the future of the personal computer.

“This is the computer in the era of artificial intelligence,” Huang said through the keyword. “This is what computers should look at, and this is what computers will work in the future.”

We will soon see whether customers agree.