Investing.com -- Artificial intelligence is at “an inflection point,” said Nvidia (NASDAQ:NVDA) CEO Jensen Huang on Tuesday, kicking off the company’s annual AI developer conference GTC 2025.
Addressing thousands of attendees, he outlined Nvidia’s latest AI advancements and predicted that the company’s data center infrastructure revenue could reach $1 trillion by 2028 as demand for GPUs from major cloud providers continues to rise.
During his keynote, Huang unveiled details about Nvidia’s next-generation graphics architectures.
The Blackwell Ultra chip is expected in the second half of 2025, followed by its successor, the Vera Rubin AI system, in late 2026.
Rubin Ultra is set for 2027, which will be succeeded by the Feynman architecture, scheduled for 2028.
Reflecting on AI’s rapid progress, Huang noted how the technology has evolved from perception and computer vision to generative AI, and now to agentic AI—systems that can understand context and generate meaningful responses.
“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.”
He emphasized robotics as the next major phase of AI, highlighting “physical AI” capable of understanding real-world concepts such as friction and cause and effect.
Nvidia is advancing this field through synthetic data generation, allowing AI to learn from digital experiences rather than human-generated data.
Huang explained that Nvidia’s technology enables AI to learn by systematically tackling problems step by step.
As part of this effort, he introduced Isaac GR00T N1, an open-source foundation model aimed at supporting the development of humanoid robots. This model will work alongside an updated version of the Cosmos AI system to generate simulated training data for robotics.
Among other key announcements, Huang introduced an updated Cosmos AI model to enhance simulated training for robotics.
He also announced new DGX AI computers powered by Blackwell Ultra chips, designed to aid developers in inferencing large models on desktops, new networking chips Spectrum-X and Quantum-X, and Dynamo software, which aims to improve AI reasoning speed.
What analysts are saying about GTC 2025
Following Jensen’s highly anticipated keynote, Wall Street firms released a series of reports analyzing the latest announcements. Below we highlight five analyst takeaways.
Bernstein: “Nothing hugely surprised given all the pre-event speculation, but we still thought it sounded good. The roadmap looks really solid, and their capability gap vs competitors across their entire massive stack continues to widen. And the company still seems positive on datacenter growth, calling for $1T+ in datacenter capex by 2028 while capturing an increasing share of it. It is still NVIDIA’s game to lose, and they don’t appear to be losing.”
Wells Fargo (NYSE:WFC): “While much of what was announced had been somewhat anticipated, we think NVIDIA’s continued full stack/platform innovation was once again showcased; NVDA is solidly in a league of its own.”
Jefferies: “The rate of innovation on all fronts continues to impress and suggests a growing moat vs. peers, but the updated roadmap does suggest Rubin will only be an incremental update in 2026 with Rubin Ultra the more meaningful leap ahead in 2027. We were hoping for more proof points for total addressable market (TAM) expansion and Total Cost of Ownership (TCO) advantages but what is clear is the scale and strength of NVDA’s offerings across hardware/software and vertical domains.”
Macquarie: “We prefer GB300 beneficiaries, and think that ODMs such as Quanta, Hon Hai (TW:2317) and Wistron will be the major beneficiaries. For components, we like AVC, Auras, Delta and King Slide. In the long run, we also like CoWoS names such as TSMC (NYSE:TSM) and GPTC, which should benefit from the computing power boost and the increase in demand for different types of advanced packaging equipment. Mediatek also benefited from the DGX Spark product preorder event.”
Raymond (NSE:RYMD) James: “In the past, partners benefited from a halo effect from the association with NVIDIA, but we doubt the stocks experience the benefits observed during last year’s GTC.”