Nvidia founder Jensen Huang kicked off the company’s artificial intelligence developer conference on Tuesday by telling a crowd of thousands that AI is going through “an inflection point.”
At GTC 2025 — dubbed the “Super Bowl of AI” — Huang focused his keynote on the company’s advancements in AI and his predictions for how the industry will move over the next few years. Demand for GPUs from the top four cloud service providers is surging, he said, adding that he expects Nvidia’s data center infrastructure revenue to hit $1 trillion by 2028.
Huang’s highly anticipated announcement revealed more details around Nvidia’s next-generation graphics architectures: Blackwell Ultra and Vera Rubin — named for the famous astronomer. Blackwell Ultra is slated for the second half of 2025, while its successor, the Rubin AI chip, is expected to launch in late 2026. Rubin Ultra will take the stage in 2027.
In a talk that lasted at over two hours, Huang outlined the “extraordinary progress” that AI has made. In 10 years, he said, AI graduated from perception and “computer vision” to generative AI, and now to agentic AI — or AI that has the ability to reason.
“AI understands the context, understands what we’re asking. Understands the meaning of our request,” he said. “It now generates answers. Fundamentally changed how computing is done.”
The next wave of AI, he said, is already happening: robotics.
Robotics fueled by so-called “physical AI” can understand concepts like friction and inertia, cause and effect, and object permanence, he said.
“Each one of these phases, each one of these waves, opens up new market opportunities for all of us,” Huang said.
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