Nvidia's GTC 2025 Keynote: Everything Announced in 16 Minutes

welcome to GTC what an amazing year we wanted to do this at Nvidia so through the magic of artificial intelligence we're going to bring you to nvidia's headquarters I think I'm bringing you to Nvidia headquarters what do you think this is this is where we work this is where we work what an amazing year it was and we have a lot of incredible things to talk about and I just want you to know that I'm up here without a net there are no scripts there's no teleprompter and I've got a lot of things to cover

so let's get started GTC started with GeForce it all started with GeForce and today I have here a GeForce 90 and 5090 unbelievably 25 years later 25 years after we started working on GeForce GeForce is sold out all over the world this is the 90 the blackw generation and comparing it to the 49 you look how it's 30% smaller in volume it's 30% better at dissipating energy and incredible performance hard to even compare and the reason for that is because of artificial intelligence GeForce brought Cuda to the world Cuda enabled Ai and AI has now

come back to revolutionize computer Graphics what you're looking at is realtime computer Graphics 100% path traced for every pi pixel that's rendered artificial intelligence predicts the other 15 think about this for a second for every pixel that we mathematically rendered artificial intelligence inferred the other 15 and it has to do so with so much Precision that the image looks right and it's temporarily accurate meaning that from frame to frame to frame going forward or backwards because it's computer Graphics it has to stay temporarily stable incredible today I'm super excited to announce that GM has selected

Invidia to partner with them to build their future self-driving car Fleet the time for autonomous vehicles has arrived and we're work looking forward to building with GM AI in all three areas AI AI for manufacturing so they can revolutionize the way they manufacture AI for Enterprise so they can revolutionize the way they work design cars and simulate cars and and then also AI for in the car so AI infrastructure for GM partnering with GM and building with GM their AI so I'm super excited about that one of the areas that I'm deeply proud of and

it rarely gets any attention is safety Automotive Safety it's called halos in our company it's called Halos safety requires technology from Silicon to systems to system software the algorithms the methodologies everything from diversity to ensuring diversity monitoring and transparency explain of ility all of these different philosophies have to be deeply ingrained into every single part of how you develop the system and the software we're the first company in the world I believe to have every line of code safety assessed 7 million lines of code safety assessed our chip our system our system software and our

algorithms are safety assessed by Third parties that crawl through every line of code to ensure that it is designed to ensure diversity transparency and explainability all right let's talk about data centers that's not bad huh uh Blackwell is in full production and this is what it looks like it's an incredible incredible you know for for people for us this is a side of beauty would you agree this is how how is this not beautiful how is this not beautiful well this is a big deal because we made a fundamental transition in computer architecture and so

the thing that we had to do was scale up first well this is the way we scaled up I'm not going to lift this this is this is 70 lb this is the the the last generation system architecture it's called hgx this revolutionize Computing As We Know It This revolutionize artificial intelligence this is eight gpus eight gpus each one of them is kind of like this okay this this is two gpus two Blackwell gpus in one Blackwell package two Blackwell gpus and one black black Blackwell package and um uh there eight of these underneath this

okay and this connects into what we call MV link 8 this then connects to a CPU shelf like that so there's dual CPUs and that sits on top and we connect it over PCI Express and then many of these get connected with infiniband which turns into uh what is an AI supercomputer this is the way it was in the past we need to disaggregate the MV link system and take it out so this is the mvlink system okay this is an MV link switch this is the most this is the highest performance switch the world's

ever made and this makes it possible for every GPU to talk to every GPU at exactly the same time at full bandwidth okay so this is the mvlink switch we disaggregated it we took it out and we put it in the center of the chassis so so there's all the there 18 of these switches in nine different racks nine different switch trays we call them and then the switches are disaggregated the compute is now sitting in here this is equivalent to these two things in compute what's amazing is this is completely liquid cooled and by

liquid cooling it we can compress all of these compute nodes into one rack this is the big change of the entire industry all of you in the audience I know how many of you are here I want to thank thank you for making this fundamental shift from integrated MV link to disaggregated MV link from air cooled to liquid cooled from 60,000 components per computer or so to 600,000 components per rack 120 kilow fully liquid cooled and as a result we have a one EXL flops computer in one rack isn't it incredible the way to solve

this problem is to disaggregate it as I've described into the grace Blackwell MV link 72 rack but as a result we have done the ultimate scale up this is the most extreme scaleup the world has ever done the amount of computation that's possible here the memory bandwidth 570 terabytes per second everything is everything in this machine is now in T's everything's a trillion and you have uh an exit f BS which is a million trillion floating Point operations per second today we're announcing the Nvidia Dynamo Nvidia Dynamo does all that it is essentially the operating

system of an AI Factory whereas in the past in the way that we ran data centers our operating system would be something like VMware and we would orchestrate a and we still do um you know we're big user orchestrate a whole bunch of different Enterprise applications running on top of our Enterprise it but in the future the application is not Enterprise it it's agents and the operating system is not something like VMware it's something like Dynamo and this operating system is running on top of not a data center but on top of an AI Factory

now we call it Dynamo for a good reason as you know the Dynamo was the first instrument that started the last Industrial Revolution the industrial revolution of energy water comes in electricity comes out it's pretty fantastic you know water comes in you light it on fire turn to steam and it what comes out this this invisible thing that's incredibly valuable it took another 80 years to go to alternate incurrent but Dynamo Dynamo is the where it all started okay so we decided to call this oper in system this piece of software insanely complicated software the

Nvidia Dynamo this is what a PC should look like 20 pedop flops unbelievable 72 CPU cores chipto chip interface hbm memory and just just in case some PCI Express slots for your uh GeForce okay so so this uh is called djx station djx spark and djx station are going to be available by all of the oems HP Dell Lenovo assus uh it's going to be manufactured uh for data scientists and researchers all over the world this is the computer of the age of AI this is what computers should look like and this is what computers

will run in the future and we have a whole lineup for Enterprise now from little tiny one to workstation ones the server ones to uh superc computer ones and these will be available U by all of our partners let's go talk about robotics shall we let's talk about robots well the time has come the time have has come for robots uh robots have the benefit the benefit of being able to interact with the physical world and do things that otherwise digital information cannot uh we know very clearly that the world is has severe shortage of

of human labors human workers by the end of this decade the world is going to be at least 50 million workers short we'd be more than delighted to pay them each $50,000 to come to work we're probably going to have to pay robots $50,000 a year to come to work and so this is going to be a very very large industry we created a system called Omniverse it's our operating system for physical AI you've heard me talk about Omniverse for a long time we added two technologies to it today I'm going to show you two

things one of them is so that we could scale AI with generative capabilities a generative model that understand the physical world we call it Cosmos using Omniverse to condition Cosmos and using Cosmos to generate an infinite number of environments allows us to create data that is grounded grounded controlled by us and yet be systematically infinite at the same time okay so you see Omniverse we use candy colors to give you an example of us controlling the robot in the scenario perfectly and yet o Cosmos can create all these virtual environments the second thing just as

we were talking about earlier one of the incredible scaling capabilities of language models today is reinforcement learning verifiable rewards the question is what's the verifiable rewards in robotics and as we know very well is the laws of physics verifiable physics rewards and so we need an incredible physics engine well most physics engines have been designed for a variety of reasons they could be designed because we wanted to use it for large machineries or uh maybe we design it for uh virtual worlds video games such but we need a physics engine that is designed for very

fine grain rigid and soft bodies designed for being able to train tactile feedback and fine motor skills and actuator controls we needed to be GPU accelerated so that we these Virtual Worlds could live in super linear time super real time and train these AI models incredibly fast and we needed to be integrated harmoniously into a framework that is used by roboticist all over the world Moko and so today we're announcing something really really special it is a partnership of three companies Deep Mind Disney research and Nvidia and we call it Newton let's let's take a

look at Newton tell me that wasn't amazing hey blue how are you doing how do you like how do you like your new physics engine you like it huh yeah I bet I know tactile feedback rigid body soft body simul super real time can you imagine just now what you were looking at as complete real time simulation this is how we're going to train robots in the future uh just so you know blue has uh two computers two Nvidia computers inside look how smart you are yes you're smart okay all right hey blue listen how

about let's take them home let's finish this keynote our robotics has been making enormous progress and today we're announcing that Groot N1 is open sourced well have a great GTC thank you hey blue let's go home good job