Jensen Huang – Nvidia GTC 2025 Keynote
35 comments
·March 18, 2025wewewedxfgdf
numba888
what's the better alternative, DIY AMD? No, thanks. I'm interested in the result, not the process. In terms of robotic software there is just nobody close. Any attempt to port it to different hardware will be just a big pain and limited result at best. So NVidia looks to be the way to go till China catches up.
artemonster
honestly, seeing a company that craps so hard on a core customer group still succeed THAT much just because of some random trends is just sad. and yet people are still willing and continue to vote with their wallets (as the comment below was proving). what a mess
andrepd
They're really the luckiest bastards lol. First crypto, then the "AI" craze...
nh23423fefe
> "geforce is sold out all over the world"
not a flex
accrual
Agree. It's a terrible time to want a new Nvidia card for gaming or AI projects. I had a 4070 Ti Super in my cart for a while at a cool $700 on Amazon - now it's out of stock and secondhand I can find it for double that now.
If one doesn't require the latest DLSS or need first-class AI support, get an AMD card.
colonCapitalDee
Thankfully the ONNX runtime supports AMD's ROCm. The performance is nowhere close to Nvidia's TensorRT, but doing inference on an AMD GPU is doable. I haven't ran the numbers, but I wouldn't be surprised if you could get more throughput per dollar on an AMD GPU for at least some scenarios. AFAIK there aren't any great options for training though, so if you want to do anything besides running ONNX models your options are limited.
SV_BubbleTime
AMD’s is coming up in support for things like torch and xformers. But it isn’t there yet.
If you want for AI, your best bet is a used 3090 for $700-800. The ram is more important and that card is still faster than a 4070.
spullara
oddly just bought one (5090) right after you posted this so not quite true
timtom123
easy to do when you don't ship any cards :P
PeterStuer
Yep, all 10 they shipped sold instantly at 2x MSRP. Prices on 3090's (not a typo) are going up ffs, because there is nothing out there on the NVIDIA front.
colonelspace
> "we've left money on the table because we can't manage our supply chain. Oh, and we've pissed off an entire market segment."
dralley
It's probably false to say they're leaving money on the table. They'd be leaving a lot more money on the table if they allocated chips towards consumer gaming GPUs instead of maxing out the server AI/GPU compute segment. The entire gaming market constitutes like 15%-or-less of their revenue nowadays.
And Nvidia has enough mindshare that they could piss on consumers for the next 3 release cycles and still have more than half the market. I don't like it but it's reality.
whywhywhywhy
The top end should at least be stocked because a lot of us are using cards locally for AI that eventually runs in the cloud.
So yeah they did leave $2600 from me on the table that is now becoming more likely to be spent on a bootleg 48GB 4090 than a 5090 and if I get that they won’t see money from me for many years till they beat 48GB in consumer form factor.
m4rtink
"You PC people got us where we are now - so screw you, we don't need you anymore because the AI bubble will go forever!"
ecshafer
NVidia doesn't make the chips, they just design them, so it is a flex. People are literally buying their cards faster than they can be produced. TSMC is building new fabs to make more nvidia chips faster.
atq2119
NVidia decide how they allocate their wafer starts at TSMC. Consumer chips have lower margin than datacenter parts, so they almost certainly allocated comparatively little volume to consumer chips.
On the one hand, this is a great situation to be in for Nvidia in terms of overall revenue.
On the other hand, this has allowed AMD to grab market share with the RX 9000 series launch, at least in the short term. So the narrow point that Geforce is sold out is decidedly not a flex.
YetAnotherNick
But the datacenter GPUs are sold out too even at ~90% profit margin. I heard somewhere lead time is in years.
whywhywhywhy
Literally the worst thing about Nvidia is the fact they don’t take the core product end to end serious enough.
The idea it’s hard to buy a standard Nvidia GPU in the consumer lineup is absurd.
fransje26
Or quite a flex. If you want to create artificial scarcity to keep your prices high.
Reminds me of the current egg "crisis".
ecshafer
Egg production fell because of avian flu, which the US has regulatory restrictions limiting the usage of the vaccine in agriculture compared to other developed nations. Its not an intentional crisis.
SV_BubbleTime
Egg prices didn’t raise because of a flu.
Egg prices raised because the government asked for the killing of a hundred million of chickens - for fear of spreading bird flu. It may have been the right call, we’ll never know.
Small difference, but important.
Here, CNN is obscuring the fact that the chickens killed were not tested or confirmed to have flu, but some around them might have so they had to go too.
https://www.cnn.com/2025/01/28/business/chickens-avian-flu/i...
baobabKoodaa
The video glitches out at 2:14:30 where Jensen would be introducing DGX Spark and Station. Does anyone have a link to a working video for that segment?
cdfuller
GTC stands for GPU Technology Conference, for anybody else who wasn't familiar with the acronym. Surprisingly they don't have it spelled out anywhere on the homepage.
queuebert
While we're at it, what does Nvidia mean?
bcatanzaro
It means “envy” in Latin and Spanish etc. Which is why the logo is an acid green evil eye. And why NVIDIA’s headquarters are two buildings named “ENdeavor” and “Voyager”.
numba888
2 hours in, don't see anything about Digits, their 'personal supercomputer'. Did I miss something?
nialv7
DGX Spark only has 273 GB/s memory bandwidth?! Massive disappointment, this is just on par with Framework's desktop PC.
john_minsk
Amazing video of Omniverse. So many announcements!
nmstoker
Some interesting points but he seems a bit less polished and confident than usual.
canucker2016
At 32:30, Jensen Huang mentions that he's not following a script and he's not using a teleprompter.
numba888
cool robot at the end ;)
shmerl
I'll leave this here for lulz - "Nvidia engineer explains RTX 5000 series": https://www.youtube.com/watch?v=pCyNp8aPcsY
Nvidia has lost the hearts and minds - I'm not just not interested in or excited by anything Nvidia - there's a baseline expectation of their products being overpriced and aimed at stiffing the customer.
An outcome of greed.