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Jensen stokes up the AI pace

Jensen Huang’s keynote at GTC 2025 aimed to stoke up the pace of AI development and adoption.

“Almost the entire world got it wrong,” said Huang, “the amount of computation we need as a result of agentic AI, as a result of reasoning, is easily 100 times more than we thought we needed this time last year.”

Announcing the latest version of Blackwell – Blackwell Ultra (pictured below) – due out in H2 – Huang described it ‘the most extreme scale-up the world has ever seen – the amount of compute seen here.”  Dell announced a 20-PetaFLOPS workstation based on the chip.


Huang also previewed the next generation after Blackwell Ultra – Vera Rubin with 3.3x more compute performance than Blackwell Ultra and due to ship in 2026 – sticking to the one year cadence for new GPU generations that Nvidia has adopted to keep ahead of the attempts of the hyperscalers to develop proprietary alternatives.


Huang introduced Nvidia’s own humanoid robot called GROOT (pictured below) which he said represented “the next trillion dollar industry.”

Nvidia is working with GM to try and push cars nearer to the autonomous driving goal and is involved in a project with T-Mobile, ODC, MITRE and Cisco to develop AI-native 6G  wireless networks.

Huang previewed Nvidia’s photonics switches with co-packaged optics developed with TSMC which will allow the building of bigger datacentres containing millions of GPUs.

The first of these, Quantum-X Photonics InfiniBand switches, are scheduled to be out this year providing 144 ports of 800 Gbps InfiniBand.

Next come Spectrum-X Photonics Ethernet switches coming out in 2026 providing 128 ports of 800 Gbps or 512 ports of 200 Gbps, delivering 100 Tbps total bandwidth, plus 512 ports of 800 Gbps or 2,048 ports of 200 Gbps, for a total throughput of 400 Tbps.

David Manners

David Manners

David Manners has more than forty-years experience writing about the electronics industry, its major trends and leading players. As well as writing business, components and research news, he is the author of the site's most popular blog, Mannerisms. This features series of posts such as Fables, Markets, Shenanigans, and Memory Lanes, across a wide range of topics.

Comments

2 comments

  1. That image of Mr. Huang and a robot is wrongly captioned – pictured is one of Disney’s remote controlled bots that are not autonomous at all.

    • Well Huang introduced it during his GTC Keynote as representing Nvidia’s open source foundation model for humanoid robots which could be used for developing humanoid robots of various shapes, sizes and capabilities, Roman.

      • “own humanoid robot called GROOT (pictured below)” – pictured is neither their own robot, neither is a humanoid – it is bipedal, based on a duck, from Disney imagineers words.

        • It doesn’t look much like a human or a duck to me, Roman.

          • Looks like a miniature Marvin the Paranoid Android

          • David, that is my point exactly – you wrote that the robot is Nvidea’s GROOT, and it is humanoid – your words, not mine.
            These words are misleading.
            Caption should be changed to Jensen showed a robot, based on GROOT architecture, developed by Disney. Showing flexibility of GROTT framework. (Nvidea doesn’t make robots, just the robot teaching framework)

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