GoKawiilNvidia CEO Jensen Huang spoke for nearly 3 hours on Monday at the GTC keynote. Unsurprisingly, it was all about how the world's biggest company (by market cap) is building the hardware, software and infrastructure needed to continue its domination of the AI industry. Here's what you need to know.
Our experts attended the event in San Jose, California, and tuned in remotely to bring you the latest news. There were several big takeaways you should know about, including a new Vera CPU, an AI agent platform called NemoClaw and yes, even an Olaf robot, thanks to a partnership with Disney. Huang also said he expects to see $1 trillion in orders for its Blackwell and Vera Rubin systems through 2027, raising previous estimates. But it isn't as audacious coming from a company that's valued at an eye-watering $5 trillion.
Nvidia's chips are among the most in-demand resources for companies to build and maintain their AI models. Along with the massive level of spending in the tech industry, Nvidia's skyrocketing valuation has many financial and tech experts worried about an AI "bubble."
This year will likely be a turning point for AI stalwarts such as 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.