🤖🦾 Key Takeaways from NVIDIA's GTC Last Week

A Newsletter for Entrepreneurs, Investors, and Computing Geeks

Author

Benjamin Wolba
March 24, 2025

All eyes have been on NVIDIA’s GTC conference in San José last week, with major announcements not just around their latest GPUs but also in networking, cooling, and quantum computing.

In two days, the Future of Computing Conference will take place in London – after three intense months of preparation, we’re thrilled to welcome you all!

We’re completely sold out – the venue quite literally can’t fit another person. But don’t worry, we’re already gearing up for the next one in Berlin on June 2 (📍RSVP here). Plus, if you're in Berlin on April 23, join us for the next Future of Neuromorphic Computing Meetup (📍sign up here).

Spotlights

“This year’s event underscored not just how fast the AI revolution is moving but how Nvidia continues to redefine computing itself:

  • Blackwell architecture represents the biggest leap in AI computing.

  • AI Factories will replace traditional data centers.

  • Nvidia Dynamo is the AI operating system for large-scale inference.

  • Enterprise AI adoption accelerating → Full-stack AI solutions, AI-powered workforce.

  • Networking and power efficiency are key scaling challenges.

  • AI-driven robotics and digital twins will drive the next wave of automation.”

“NVIDIA positions quantum computing not as a hardware race but as a shared infrastructure challenge requiring accelerated computing, deep integration, and AI-driven collaboration.”

Researchers from Nanjing University use optical computing to boost accuracy and efficiency of fiber-optic acoustic sensing. Check out the full paper in Advanced Photonics.

Headlines

🦾 HUGE Microchip Breakthrough: From planar to vertical chips (Anastasi in Tech)

🦾 The Quantum Spin Breakthrough That Could Supercharge Computing: Antiferromagnetic Spintronics (SciTechDaily)

🦾 The Company Testing Wall Street’s Appetite for A.I. Computing Power: CoreWave is set to make the first prominent A.I. initial public offering (New York Times)

⚛️ Nvidia CEO Huang says he was wrong about timeline for quantum, surprised his comments hurt stocks (CNBC)

Funding News

🤖🌐 $4M Seed – Camber: cloud-based computing platform designed to accelerate scientific research, AI development, and data-intensive workloads (Finsmes)

$17M Seed – Rerun: multimodal data stack for Physical AI (Yahoo!Finance)

Deep Dive: NVIDIA’s Foray into Quantum

Two months ago at CES, Nvidia CEO Jensen Huang downplayed quantum computing, suggesting it wouldn’t have meaningful utility for another 15 to 30 years. But at the GTC conference last week in San José, he led a one-day event, dubbed Quantum Day, marking a notable shift in tone—almost a course correction.

“This is the first event in history where a company CEO invites all of the guests to explain why he was wrong,” Huang said.

This shift comes as Microsoft and Amazon Web Services—two of Nvidia’s key customers—continue to invest heavily in quantum technology. And Nvidia has its own strategic incentive to lean in: As quantum computers are still in development, much of the research and experimentation is being conducted on simulators that run on powerful classical machines—the kind Nvidia specializes in.

Future quantum computers will rely on traditional computers to manage and operate them, and Nvidia is positioning itself to provide the hardware and software needed to integrate its GPUs with emerging quantum processors.

Consequently, the company made several key announcements: The establishment of the NVIDIA Accelerated Quantum Research Center (NVAQC) in Boston. And the first end-to-end fully digital quantum-classical interface protocol demo between a QPU and GPU with SEEQC.

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