Watch Nvidia CEO Jensen Huang give keynote presentation at GTC 2025, the 'Super Bowl of AI'

• Nvidia's big AI conference, GTC, kicked off in full on Tuesday.
• Nvidia CEO Jensen Huang is expected to talk about the next-generation chipset Blackwell Ultra and Vera Rubin platform.
• Wall Street is closely watching for updates to the chipmaker's product lineup and launch details.

Nvidia's "Super Bowl of AI" is here.

CEO Jensen Huang took the stage in San Jose on Tuesday to give the main keynote address at Nvidia's GTC 2025 AI conference.

"What an amazing year it was, and we have a lot of incredible things to talk about," Huang said. "And I just want you to know that I'm up here without a net. There are no scripts, there's no teleprompter, and I've got a lot of things to cover. So let's get started."

In his highly technical presentation — which you can watch live below — Huang talked about Nvidia's upcoming AI chipsets and architectures, including the next-generation Blackwell Ultra, as well as the chipmaker's work in robotics and autonomous driving.

Huang said GTC used to be compared to Woodstock, but now it's being compared to the Super Bowl.

"The only difference is, everybody wins at this Super Bowl," Huang said onstage.

Business Insider is at the conference, and we'll be updating you with the latest major announcements as the event progresses.

Huang announces Dynamo open-source system, GM partnership, and more

In one of the bigger announcements of the day, Huang announced Nvidia Dynamo, an open-source inference software to help accelerate and scale AI reasoning models.

The Nvidia CEO referred to Dynamo as "essentially the operating system of an AI factory." The system is named after the first instrument that started the last Industrial Revolution, he added.

Huang added that Perplexity, one of his "favorite partners" is working with Nvidia on Dyanmo.

"Love them so much because the revolutionary work that they do, and also because Aravind such a great guy," Huang said about Perplexity and its CEO Aravind Srinivas.

Nvidia also announced it's partnering with General Motors to "build custom AI systems using Nvidia accelerated compute platforms," including vehicles, factories, and robots.

Nvidia is also preparing for the transition from Blackwell to Blackwell Ultra, which is expected to launch later this year. After a "hiccup" in early Blackwell production, Huang said in Nvidia's most recent earnings call that demand has been "extraordinary" and he expects the transition to go more smoothly.

The company is also readying its AI superchip platform, Vera Rubin.

Huang first unveiled the Rubin platform, named after the American astronomer, Vera Rubin, last year at Computex. In the chipmaker's earnings call in February, the Nvidia CEO said partners were "preparing for that transition," and it would provide a "big, huge step-up."

Nvidia's GTC is closely watched by Wall Street analysts looking for any major updates to the company's product pipeline and specific launch dates.

Nvidia's GPUs have powered the AI gold rush, with the company's first-generation AI chip, Hopper, reportedly selling for upwards of $40,000 and quickly becoming a hot commodity. However, recent advancements like Chinese startup DeepSeek's lower-cost AI model have raised questions about the level of infrastructure investment needed to drive frontier LLM development.

On stage, Huang told the audience that he expects growing demand for compute. In an example Huang presented, he said a reasoning model like Deepseek's R1 required 20 times more tokens to make a wedding seating chart than a traditional LLM model.

Nvidia's stock was trading down more than 2% as of 2:30 p.m. in New York.

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