Hey, tech lovers! Jensen Huang, Nvidia’s CEO, is getting ready to speak at the company’s developers’ conference at the SAP Center in San Jose—the home of the Sharks hockey crew—today, Tuesday, March 18, 2025. Expect some hot updates on the cutting-edge chips for AI and maybe quantum computing. And, in truth, he’s too cool concerning the buzz surrounding China’s DeepSeek creating a ripper. Let’s take a casual look at what’s cooking at Nvidia.
What’s on Deck?
Word on the street is Huang’s about to spotlight the Blackwell GPUs—Nvidia’s latest heavy hitters in the AI game. These aren’t just chips; they’re the kind tech giants drool over for powering their massive data centres. People in the business are talking about what other secret tricks these processors might have. Everyone will be excited about what Huang does next, as many people will be in the SAP Center.
The DeepSeek Drama
Nvidia‘s been riding high—its stock soared like crazy, thanks to the AI craze. But in 2023, the happenings here seem not to favour so smoothly on the part of the High-End Chinese Electronics market, with Deep Seek having climbed more than 9%. That caught everyone by the throat. It was not any other firm but rather a scrappy contender against the likes of OpenAI; a few thought it might outdo Nvidia in providing a budget-friendly option. Plus, there’s chatter about DeepSeek’s data habits—stashing it all on “secure servers” in China—which has a few countries raising eyebrows.
But not everyone’s worried. Ben Van Roo, co-founder of Yurts (a crew that keeps sensitive data safe while letting AI play), told AFP, “DeepSeek’s just cranked up the hunger for these models.” His take? More people wanting AI—Chinese or not—is a win for Nvidia. “It’s like they’ve thrown open the buffet,” he said. And Nvidia’s cashing in.
Nvidia’s Still King
Talking about cash, Nvidia isn’t slowing down. They’re churning out those Blackwell chips like nobody’s business, making billions in sales during the first quarter they hit the market. Last year? Thanks to the Artificial Intelligence boom, they’re smashing $130.5 billion in revenue. And this quarter, they’re projecting $43 billion—beating what the money folks on Wall Street Huang’sd. Those high-end GPUs are in crazy demand, and Nvidia Huang’s pumped about it, too. He told analysts not long ago, “AI’s moving at warp speed—it’s setting up the next big shake-up across industries.” Robots, cars, and intelligent “agents” (think AI that makes moves, not just chats) are all in his sights, powered by Nvidia’s tech.
Quantum’s The New Frontier
Huang could announce something groundbreaking in quantum computing; there has been a tone of “maybe someday,” but Quantum is accelerating quickly, and there are emerging use cases and discoveries more than ever that timeline, this will be coming into focus in the next few years, not decade. Big US players: They’re investors, startups, banks, and pharma—are throwing cash at it, and Nvidia’s GPUs are perfect. They’re built to juggle tons of tasks simultaneously, which is precisely what Quantum needs.
The US and China are neck-on-neck in this race, though Washington slapped export limits on the tech to keep on edge. Huang’s likely to hype how Nvidia’s here to ride this wave;
Nvidia’s It Matters.
What’s the deal? DeepSeek no longer daunts Huang. His attention is directed at building Nvidia’s tomorrow. Those Blackwell chips keep the AI train rolling, and Quantum could be the next stop. It’s not about dodging competition; it’s about staying ahead. Van Roo said, “The world’s appetite for AI just got bigger—and Nvidia’s serving it up.”
A scene set for an uneven tomorrow’s keynoting! Just how wild do you think Huang’s plan is? Let us see how loud this gets!