Nvidia will also offer a single rack called the GB300 NVL72 that offers 1.1 exaflops of FP4, 20TB of HBM memory, 40TB of “fast memory,” 130TB/sec of NVLink bandwidth and 14.4 TB/sec networking.

On the near horizon — H2 2025 — Nvidia will release Blackwell Ultra, a GPU that’ll come in several configurations. A single Ultra chip will offer the same 20 petaflops of AI performance as Blackwell, but with 288GB of memory — up from 192GB in vanilla Blackwell.

Nvidia might be best known as a graphics card company, but its business focus is decidedly elsewhere. With most of its revenue coming from AI and data center sales, it's no wonder that we're already getting a look beyond existing Blackwell chips.

Key Takeaways Nvidia CEO Jensen Huang’s highly anticipated GTC keynote failed to deliver a big boost to the company's stock, though analysts remain bullish on its potential for AI-driven growth. Several analysts pointed to Nvidia's rapid pace of innovation relative to peers and robust demand from cloud customers.

Nvidia stock rose 1% Wednesday, stemming losses from a two-day slide that saw shares lose 5% as the AI chipmaker’s annual GTC conference failed to excite investors amid a broader market downturn.

The CEO's address at the chip maker's GTC event was applauded by Wall Street but the biggest leaps might require some patience.

Chief Jensen Huang unveils Vera Rubin semiconductor and says appetite for ever-faster ones and software will continue to grow

Jensen Huang headlined the Nvidia GTC 2025 keynote, giving updates on Blackwell, Vera Rubin, and a new Disney and Google Deepmind partnership.

Jensen Huang, Nvidia Corp.’s chief executive officer, used his annual developer conference to address concerns that the cost of artificial intelligence computing is spiraling out of control.