Notes: NVIDIA GTC Washington, D.C. Keynote with CEO Jensen Huang

Описание: This video analyzes NVIDIA CEO Jensen Huang’s keynote speech at the GTC conference. He explained two major technology shifts that are driving both the company’s growth and the global tech industry: from general computing to accelerated computing, and from traditional software development to generative AI.

The highlight of the speech was the launch of the Blackwell platform, a revolutionary architecture created through “extreme co-design.” It delivers performance many times greater than the previous generation and greatly reduces the cost of generating AI tokens. This helps keep the AI industry in a “healthy cycle.” Huang also introduced the next-generation platform, Ruben, showing NVIDIA’s plan to release a new architecture every year.

A key theme was “Made in America.” Huang emphasized that the Blackwell AI supercomputer is produced in the United States. He also revealed that NVIDIA now has more than 500 billion USD in total business visibility, showing strong market demand for its new technology.

In addition, NVIDIA is expanding its technology into many cutting-edge areas. These include working with Nokia on 6G wireless communication (the ARC platform), developing NVQLlink to connect quantum and traditional supercomputers, and building Physical AI through the Omniverse and Isaac Sim platforms — such as robot factories, humanoid robots, and self-driving taxis (Drive Hyperion platform).New partnerships with CrowdStrike and Palantir also show NVIDIA’s deeper involvement in enterprise AI security and data processing.
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References：
1. NVIDIA
https://www.youtube.com/live/lQHK61ID...
2. Google
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