NVIDIA GTC Bursts at the Seams

Next in Tech

Content provided by S&P Global Market Intelligence and P Global Market Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by S&P Global Market Intelligence and P Global Market Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

22d ago 31:06

MP3•Episode home

It’s come a long way from its game developer roots and the NVIDIA GPU Technology Conference (GTC) 2025 edition was so well attended, it was straining the capacity of the San Jose Convention Center, its long-term home. John Abbott returns to discuss what debuted and the implications with host Eric Hanselman. NVIDIA has taken a starring role in AI and this year’s GTC had all of the glitz of a Hollywood production – CEO’s of major tech partners delivered a video tribute and Disney-designed robots cavorted on stage with CEO Jensen Huang. The event reinforced the extent to which NVIDIA has become a systems and software company, rather than simply a supplier of high performance silicon.

The event highlighted not only new GPU’s and rack-scale compute systems, but also countered the concerns around declines in GPU demand raised by the release of the DeepSeek AI models. The shift to reasoning models for AI is expected to drive further demand. The impacts on energy consumption and associated pressure on energy transition plans weren’t mentioned, but are a large part of the larger discussion around AI.

More S&P Global Content:

For S&P subscribers:

Credits:

Host/Author: Eric Hanselman
Guest: John Abbott
Producer/Editor: Adam Kovalsky
Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

102 episodes