A look at Nvidia's GTC 2025 announcements, including a focus on addressing pre-training and post-training scaling and inference time scaling working in tandem
The Reasoning Token Explosion — AI model progress has accelerated tremendously, and in the last six months, models have improved more than in the previous six months.
SemiAnalysis Dylan Patel
Related Coverage
- 2 reasons why Nvidia's Jensen Huang isn't worried Business Insider · Hasan Chowdhury
- The AI Factory model of the future Cautious Optimism · Alex Wilhelm
- NVIDIA Unveils Blackwell Ultra AI Factory Platform at GTC 2025 WinBuzzer · Markus Kasanmascheff
- NVIDIA open-source library to help scale AI reasoning models New Electronics · Neil Tyler
- Factbox-Everything Nvidia announced at its annual developer conference GTC Reuters
- NVIDIA Announces Blackwell Ultra Platform for Next-Gen AI TechPowerUp
- Nvidia, GM announce deal for AI, factories and next-gen vehicles NBC News
- Introducing NVIDIA Dynamo, A Low-Latency Distributed Inference Framework for Scaling Reasoning AI Models NVIDIA Technical Blog
- NVIDIA Announces DGX Spark and DGX Station Personal AI Computers Nvidia Newsroom
- Nvidia announces DGX desktop “personal AI supercomputers” Ars Technica · Benj Edwards
- NVIDIA Blackwell RTX PRO Comes to Workstations and Servers for Designers, Developers, Data Scientists and Creatives to Build and Collaborate With Agentic AI Nvidia Newsroom
- Microsoft and NVIDIA accelerate AI development and performance Microsoft Azure · Omar Khan
- Nvidia unveils DGX Station workstation PCs with GB300 Blackwell Ultra inside Tom's Hardware · Anton Shilov
- Nvidia Blackwell RTX Pro with up to 96GB of VRAM — even more demand for the limited supply of GPUs Tom's Hardware · Jarred Walton
- Nvidia unveils AI-powered desktop supercomputers Gamereactor UK · Ben Lyons
- NVIDIA debuts world's smallest personal supercomputer to push boundaries of generative AI Yanko Design · Gaurav Sood
- NVIDIA Isaac GR00T N1: An Open Foundation Model for Humanoid Robots NVIDIA
- Data centers are still a huge opportunity for Nvidia, says Deepwater Asset's Gene Munster CNBC
- NVIDIA and Storage Industry Leaders Unveil New Class of Enterprise Infrastructure for the Age of AI NVIDIA
- NVIDIA and GE HealthCare Collaborate to Advance the Development of Autonomous Diagnostic Imaging With Physical AI NVIDIA
- Where AI and Graphics Converge: NVIDIA Blackwell Universal Data Center GPU Accelerates Demanding Enterprise Workloads NVIDIA · Sandeep Gupte
- NVIDIA Accelerates Science and Engineering With CUDA-X Libraries Powered by GH200 and GB200 Superchips NVIDIA · Timothy Costa
- NVIDIA Omniverse Physical AI Operating System Expands to More Industries and Partners NVIDIA
- Climate Tech Companies Adopt NVIDIA Earth-2 for High-Resolution, Energy-Efficient, More Accurate Weather Predictions and Disaster Preparedness NVIDIA
- Scale Synthetic Data and Physical AI Reasoning with NVIDIA Cosmos World Foundation Models NVIDIA Technical Blog · Pranjali Joshi
- Maximize AI Agent Performance with Data Flywheels Using NVIDIA NeMo Microservices NVIDIA Technical Blog · Sylendran Arunagiri
- NVIDIA NeMo Retriever Delivers Accurate Multimodal PDF Data Extraction 15x Faster NVIDIA Technical Blog
- Build Enterprise AI Agents with Advanced Open NVIDIA Llama Nemotron Reasoning Models NVIDIA Technical Blog
- Improve AI Code Generation Using NVIDIA AgentIQ Open-Source Toolkit NVIDIA Technical Blog · Christian Munley
- Nvidia just announced two new personal AI supercomputers BGR · Jacob Siegal
- NVIDIA and Azure Enhance AI Capabilities with GB200 and NIM Support Blockchain.News · Satya Nadella
- Nvidia's DGX Station brings 800Gbps LAN, the most powerful chip ever launched in a desktop workstation PC TechRadar · Desire Athow
- How Google and NVIDIA are teaming up to solve real-world problems with AI The Keyword
- NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs HPCwire · Andrew Jolly
- Arm-based NVIDIA DRIVE AGX Thor Delivers New AI Capabilities for Next-generation Vehicles Arm Newsroom · Dipti Vachani
- Synopsys Accelerates Chip Design with NVIDIA Grace Blackwell and AI to Speed Electronic Design Automation Synopsys
- Accelerate Generalist Humanoid Robot Development with NVIDIA Isaac GR00T N1 NVIDIA Technical Blog
- NVIDIA GTC 2025 Keynote Live Coverage ServeTheHome · Ryan Smith
- Nvidia unveils updated AI solutions amid design flaws, industry shifts CGTN · Gong Zhe
- Nvidia CEO Huang says chipmaker well positioned for shift in AI The Indian Express
- Nvidia CEO drums up optimism among AI stakeholders amid slipping reputation Cryptopolitan · Hannah Collymore
- NVIDIA Remains Cautious on Optical Chips, Praising Copper Connections for Reliability WinBuzzer · Markus Kasanmascheff
- Nvidia CEO Huang defends AI lead at conference Channel NewsAsia
- Nvidia announces Dynamo, an “operating system of the AI factory” that it says can boost token output by 30x per GPU when running DeepSeek-R1 on a large cluster Constellation Research · Larry Dignan
- Nvidia unveils Blackwell Ultra, a family of AI chips shipping in H2 2025, and Vera Rubin, its next-gen chip with Nvidia's first custom CPU, slated for H2 2026 CNBC · Kif Leswing
- Nvidia debuts Nvidia AI-Q Blueprint, a framework for connecting knowledge bases to agents, Llama Nemotron AI models with advanced reasoning capabilities, more SiliconANGLE · Mike Wheatley
Discussion
-
@when_to_fold_em
@when_to_fold_em
on x
.@SemiAnalysis_ GTC keynote writeup is fantastic. Getting this out the door overnight was an incredible achievement. The clarity and professional quality of the writing has improved by leaps and bounds as well. Congrats to the team! @dylan522p @_fabknowledge_
-
@ericjhonsa
Eric Jhonsa
on x
SemiAnalysis says $NVDA might be working on a server rack that supports 1,152 GPU dies 👀. https://semianalysis.com/... [image]
-
@ericjhonsa
Eric Jhonsa
on x
$NVDA going from 144 reticle-sized GPU dies and 120KW per server rack with GB200 to 576 and 600KW with Rubin Ultra (due in 2H27) is pretty nuts. Throwing down the gauntlet at both merchant and ASIC rivals (also, liquid cooling and power semi requirements are set to go up a ton). …
-
@cfregly
Chris Fregly
on x
Best summary of today's Nvidia GTC keynote: https://semianalysis.com/...
-
@nvidianewsroom
@nvidianewsroom
on x
📣 Announcing #NVIDIABlackwell DGX Personal Computers. #GTC25 AI developers, researchers, data scientists and students can prototype, fine-tune and inference large models on desktops. Learn more ➡️ https://nvidianews.nvidia.com/ ... [image]
-
@nvidianewsroom
@nvidianewsroom
on x
Announcing #NVIDIADGX SuperPOD with #NVIDIABlackwell Ultra, powered by the new DGX GB300 and DGX B300 — purpose-built for AI factory infrastructure. Meeting demand, the NVIDIA Instant AI Factory service offers these systems in Equinix facilities. ➡️ https://nvidianews.nvidia.com/…
-
@iancutress
@iancutress
on x
@nvidia Project DIGITS is now named DGX Spark. GB10 silicon, partnership with MTK 20 Arm cores (10 X925, 10 A720) 128 GB LPDDR5X Blackwell GPU Connect-X networking Multiple OEM partners [image]
-
@nvidiaaidev
@nvidiaaidev
on x
🎉 Announcing NVIDIA DGX Spark (f.k.a. Project DIGITS). Are you ready to #SparkSomethingBig? 💫 ➡️ https://nvidianews.nvidia.com/ ... #GTC25 [video]
-
@iancutress
@iancutress
on x
@nvidia DGX Workstation GB300 784 GB unified mem CX8 SuperNIC Two M.2 ? Liquid cooled From OEM partners How much? [image]
-
@nvidianewsroom
@nvidianewsroom
on x
At #GTC25: NVIDIA announced the Isaac GR00T N1 model, the world's first open, customizable foundation model to bring generalized skills and reasoning to #humanoidrobots. Available now to #robotics developers worldwide. ➡️ https://nvidianews.nvidia.com/ ... [image]
-
r/hardware
r
on reddit
NVIDIA Announces DGX Spark and DGX Station Personal AI Computers
-
r/gadgets
r
on reddit
Nvidia announces DGX desktop “personal AI supercomputers” | Asus, Dell, HP, and others to produce powerful desktop machines that run AI models locally.
-
r/GeForceNOW
r
on reddit
NVIDIA Blackwell RTX PRO Comes to Workstations and Servers for Designers, Developers, Data Scientists and Creatives to Build and Collaborate With Agentic AI. …
-
r/LocalLLaMA
r
on reddit
NVIDIA DGX Station (and digits officially branded DGX Spark)