By: Christopher Gannatti, CFA
Key Takeaways
- At Nvidia’s GTC 2025, CEO Jensen Huang unveiled the Blackwell Ultra GPU, 40x more powerful than its predecessor, signaling a leap in AI compute capabilities and rendering last-gen hardware nearly obsolete.
- With AI data centers projected to surpass $1 trillion in buildout costs annually by 2028, Nvidia’s CUDA ecosystem is cementing its dominance by powering everything from inference computing to quantum simulation and autonomous driving.
- Nvidia isn’t just advancing artificial intelligence; it’s redefining it with “Physical AI,” a bold new frontier where humanoid robots and AI-driven systems interact with the real world, making science fiction increasingly real.
On March 18, 2025, Jensen Huang stepped onto the stage at Nvidia’s GPU Technology Conference (GTC) in San Jose with the presence of a man who knows he’s about to redefine the trajectory of an industry—again. His message was clear: AI has hit an inflection point, and if you’re not paying attention, you’re already behind.
Some keynote speeches deliver incremental updates, a fresh coat of paint on last year’s ideas. This was not that kind of keynote.
This was a declaration that the future of computing—AI, data centers, robotics, autonomous systems—is accelerating at a pace that’s borderline uncomfortable. And Nvidia, with its new Blackwell Ultra GPUs and Rubin chip architecture, is the engine at the heart of this transformation.
Blackwell Ultra: More Power, Less Patience
We are trained to expect gradual improvements in computing power—a bit more performance, a bit less power draw, some new buzzwords about efficiency. But every once in a while, a breakthrough happens that obliterates expectations.
Enter Blackwell Ultra.
Huang didn’t just claim it was more powerful than its predecessor, Hopper. He declared that it is 40 times more powerful. Not 40%—40x.1
That’s not a speed bump; that’s a paradigm shift.
Huang, never one to shy away from showmanship, quipped that he is Nvidia’s “Chief Revenue Destroyer,” acknowledging that this leap forward makes last-gen hardware practically obsolete overnight.
For those who think this is the endgame, buckle up.
- Vera Rubin (2026): The next iteration in AI compute is already mapped out.
- Rubin Ultra (2027): A 576-GPU behemoth, ensuring Nvidia stays far ahead of the competition.
When companies make long-term AI investments, they now have to ask themselves a simple question: If we’re not on Nvidia’s road map, do we even have a road map?
AI Factories: The $1 Trillion Data Center Arms Race
Huang didn’t just talk about chips. He talked about the world those chips are going to create.
In his words, computing has shifted from retrieving files to generating tokens—data centers are no longer just storage hubs; they are AI factories.
And these AI factories? They’re going to cost a fortune.
Huang predicted that the data center buildout required for AI could exceed $1 trillion in the coming years.2 That’s an eye-watering number until you consider the scale of what’s happening:
- AI isn’t just getting better—it’s consuming more.
- Inference computing (where AI models generate outputs based on trained knowledge) is set to increase token usage by 100x.3
- And with Nvidia’s proprietary CUDA ecosystem, they’re making sure that every cycle of that growth runs through their hardware.
Huang made a bold claim: “We’ve reached the tipping point of computing—CUDA made it possible.”
For those who track the industry, this isn’t an exaggeration.
CUDA isn’t just a technology—it’s Nvidia’s invisible empire.
It’s the reason competitors struggle to keep up. It’s why Nvidia’s GPUs aren’t just faster; they’re smarter. The CUDA-X ecosystem, packed with domain-specific libraries, accelerates computation in everything from quantum computing to gene sequencing.
This is a classic Nvidia move—don’t just sell hardware; build the software layer that locks developers into your ecosystem.
The result? If you want to build the next wave of AI models, advanced medical imaging or hyper-realistic simulations, you’re almost certainly doing it on Nvidia’s terms.
AI Is Driving Itself—Literally
Huang has been talking about autonomous driving for years. In 2025, it’s no longer just talk.
- Nvidia announced a major partnership with General Motors to power self-driving vehicles.4
- They unveiled HALO, a comprehensive AI-driven safety system for autonomous cars.
- Huang confidently stated: “Almost every self-driving car company uses Nvidia tech.” If that sounds like an exaggeration, look at the players: Tesla, Waymo, GM and more.
And here’s the kicker:
“We’re the first company in the world, I believe, to have every line of code safety assessed,” Huang claimed.
That’s a bold statement. It could possibly put Nvidia in a regulatory fast lane, letting them leap ahead of competitors who are still grappling with safety compliance.
Beyond AGI: The Birth of Physical AI
Most of the AI discussion today is about AGI (artificial general intelligence)—the idea that AI could eventually reason, learn and act like a human.
Huang is already past that conversation.
He introduced Physical AI, an emerging field where AI moves beyond digital tasks and starts interacting with the real world.
The implications are massive
- Humanoid robots: AI that can power physical bodies, not just chatbots.
- AI NPCs: Non-playable characters in games that don’t just follow scripts—they think.
- Robots training AI models: Instead of humans fine-tuning AI, Nvidia wants robots to train AI models themselves.
The world we imagined for 2050? Huang is saying it’s coming a lot sooner than that.
Final Thought: Nvidia Isn’t Chasing the Future—It’s Dictating It
Some companies follow trends. Others create them.
Nvidia is in a category of its own—it dictates the pace of innovation.
This isn’t just about faster GPUs or better AI models. It’s about rewriting the rules of computing—and, by extension, every industry that relies on computing.
Huang’s GTC 2025 keynote wasn’t a collection of product updates. It was a vision statement, a reminder that the real AI revolution isn’t coming in the future—it’s happening right now.
The only question left is: Are you moving fast enough to keep up?
Originally posted on March 27, 2025 on WisdomTree blog
PHOTO CREDIT : https://www.shutterstock.com/g/Phirawat+Mungthong
VIA SHUTTERSTOCK
FOOTNOTES AND SOURCES:
1 Source: 2025 GTC Keynote Address by Jensen Huang, verified here: https://www.investopedia.com/nvidia-gtc-2025-jensen-huang-keynote-live-updates-11699070
2 Source: 2025 GTC Keynote Address by Jensen Huang, verified here: https://blogs.nvidia.com/blog/nvidia-keynote-at-gtc-2025-ai-news-live-updates
3 Source: 2025 GTC Keynote Address by Jensen Huang, verified here: https://www.tomsguide.com/computing/live/nvidia-gtc-2025-live
4 Source: 2025 GTC Keynote Address by Jensen Huang, verified here: https://nvidianews.nvidia.com/news/general-motors-and-nvidia-collaborate-on-ai-for-next-generation-vehicle-experience-and-manufacturing
DISCLOSURES:
U.S. investors only: Click here to obtain a WisdomTree ETF prospectus which contains investment objectives, risks, charges, expenses, and other information; read and consider carefully before investing.
There are risks involved with investing, including possible loss of principal. Foreign investing involves currency, political and economic risk. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Investments in emerging markets, currency, fixed income and alternative investments include additional risks. Please see prospectus for discussion of risks.
Past performance is not indicative of future results. This material contains the opinions of the author, which are subject to change, and should not to be considered or interpreted as a recommendation to participate in any particular trading strategy, or deemed to be an offer or sale of any investment product and it should not be relied on as such. There is no guarantee that any strategies discussed will work under all market conditions. This material represents an assessment of the market environment at a specific time and is not intended to be a forecast of future events or a guarantee of future results. This material should not be relied upon as research or investment advice regarding any security in particular. The user of this information assumes the entire risk of any use made of the information provided herein. Neither WisdomTree nor its affiliates, nor Foreside Fund Services, LLC, or its affiliates provide tax or legal advice. Investors seeking tax or legal advice should consult their tax or legal advisor. Unless expressly stated otherwise the opinions, interpretations or findings expressed herein do not necessarily represent the views of WisdomTree or any of its affiliates.
The MSCI information may only be used for your internal use, may not be reproduced or re-disseminated in any form and may not be used as a basis for or component of any financial instruments or products or indexes. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each entity involved in compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties. With respect to this information, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including loss profits) or any other damages (www.msci.com)
Jonathan Steinberg, Jeremy Schwartz, Rick Harper, Christopher Gannatti, Bradley Krom, Kevin Flanagan, Brendan Loftus, Joseph Tenaglia, Jeff Weniger, Matt Wagner, Alejandro Saltiel, Ryan Krystopowicz, Brian Manby, and Scott Welch are registered representatives of Foreside Fund Services, LLC.
WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. only.
You cannot invest directly in an index.
