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Nvidia (NVDA) CEO Jensen Huang delivered his keynote speech on Tuesday at the chip giant's 2025 GTC event (GPU Technology Conference). Yahoo Finance Tech Editor Dan Howley joins Morning Brief from San Jose, California, to outline his top three takeaways: the impact of DeepSeek, the push into physical AI, including a partnership with General Motors (GM), and a focus on quantum computing.
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Shares of Nvidia, they are on the move this morning to the upside by about 1.3%. CEO Jensen Wong delivered his keynote address at the chipmaker's annual developer conference Tuesday, unveiling new chips and partnerships. Here with his takeaways from the event, Tech Editor Dan Howley, Yahoo Finance's own. And he was out there listening into everything Jensen had to say. I I imagine that you were sitting on the edge of the edge of your foldable chair out there at the SAP Center, Dan.
Yeah, for a little more than two hours, uh, for the speech and then maybe a little less than two hours for waiting for the speech. So yeah, uh, by the time that foldable chair, I kind of wanted to get rid of it. But it was a a big event, obviously, for Nvidia, as you said earlier, the launch of the Blackwell Ultra, or the announcement of the Blackwell Ultra, and then the debut of Vera Rubin. That's that next generation chip. And then they showed the next next generation after Vera Rubin Ultra. The the kind of biggest takeaway here, though, came almost at the top of the show with Jensen Wong pointing out that the company is not afraid of deep seeking, in fact, it benefits from models like that. Here he is discussing just that.
Well, this last year this is where almost the entire world got it wrong. The computation requirement, the scaling law of AI is more resilient, and in fact, hyper accelerated. The amount of computation we need at this point as a result of agentic AI, as a result of reasoning, is easily a hundred times more than we thought we needed this time last year.
It's it's that kind of discussion that really is is what Nvidia is talking about. We kind of got to do a sit down with Jensen afterwards, and he kind of went deeper into that, saying that there will be these massive AI clusters, uh, data centers that can now be powered by a million GPUs interconnected, uh, and then they will connect to other million GPU data centers in these gigantic kind of data center clusters that could be, uh, potentially visible from space. And so, uh, that's just one part of the discussion. There was also a heavy emphasis on what's next for Nvidia, and that involves physical AI, think humanoid robots, think self-driving cars. Nvidia's pushing heavily into this. And they've been invested in the self-driving car space for some time. They had an announcement with GM during the the keynote. The robotic side, that's something that Nvidia is very interested in. Jensen has said that it would be something that starts off in factories more than anything, specifically because of the guard rails that they can put in place around factories. And then in addition to that, he discussed quantum computing, and that's something that everybody in Silicon Valley has been kind of high up on. There's a number of quantum companies that have gone public. They're not exactly bringing in huge amounts of revenue, uh, by the standard of tech giants. It's still an area that continues to grow as far as research goes. Uh, and so that's really where we kind of left off from the event. Obviously, GTC is going until Thursday, so I'll have plenty more news from here.
Yeah.
