Image Credit: Nvidia

SAN JOSE, Calif. — Nvidia CEO Jensen Huang took to the stage at the SAP Center on Tuesday morning, leather jacket intact and without a teleprompter, to deliver what has become one of the most anticipated keynotes in the technology industry. The GPU Technology Conference (GTC) 2025, self-described by Huang as the “Super Bowl of AI,” arrives at a critical juncture for Nvidia and the broader artificial intelligence sector.

“What an amazing year it was, and we have a lot of incredible things to talk about,” Huang told the packed arena, addressing an audience that has grown exponentially as AI has transformed from a niche technology into a fundamental force reshaping entire industries. The stakes were particularly high this year following market turbulence triggered by Chinese startup DeepSeek‘s release of its highly efficient R1 reasoning model, which sent Nvidia’s stock tumbling earlier this year amid concerns about potential reduced demand for its expensive GPUs.

Against this backdrop, Huang delivered a comprehensiv...