Nvidia's GTC keynote is happening now in San Jose, California. CEO Jensen Huang is giving the keynote address this afternoon, and it's all about artificial intelligence and the many ways the world's biggest company (by market cap) plans to extend its domination over the tech industry for the rest of the year.
You can't spell Nvidia without AI. And the artificial intelligence revolution has been very good for Nvidia -- its chips are among the most in-demand resources for companies to build and maintain their AI models. It is currently valued at an eye-watering $5 billion -- an unmatched feat that, along with massive amounts of spending industrywide, has many financial and tech experts worried about an AI "bubble."
At CES this January, Huang talked about physical AI, or the tangible hardware components that can bring AI to life, so to speak. Robotics is expected to play a big part in the development of physical AI, with more than one robot likely to join Huang on stage.
This year will very likely be a turning point for AI stalwarts like Nvidia. Tech companies are pouring cash into data center construction to handle demand for AI services and create enough energy to power their AI ambitions. Environmental and labor concerns abound, along with very real worries that AI disruptions in the workplace will leave many folks without jobs. Nvidia has been the leader in AI chip production and, therefore, the backbone of companies like OpenAI, Google and Anthropic. Everything the company says and does gives us insight into where this complex, still-evolving industry may be headed next.
CNET will be on the ground in San Jose on Monday and will bring you all the live updates as they come. Follow along here for all the latest on Nvidia AI, robotics and yes, even what leather jacket Huang ends up wearing today.