In a highly anticipated keynote address at the NVIDIA GTC 2025 conference, CEO Jensen Huang unveiled a series of transformative announcements that underscore NVIDIA’s leadership in the rapidly evolving field of artificial intelligence. The event, held in San Jose, California, highlighted NVIDIA’s commitment to advancing AI capabilities across various sectors, from computing and networking to automotive and robotics.
NVIDIA Blackwell Ultra: The Future of AI Reasoning
NVIDIA introduced the Blackwell Ultra platform, an evolution of the groundbreaking Blackwell architecture launched last year. This new platform is designed to significantly enhance training and test-time scaling inference, enabling organizations to accelerate applications such as AI reasoning, agentic AI, and physical AI. The Blackwell Ultra includes the NVIDIA GB300 NVL72 rack-scale solution and the NVIDIA HGX B300 NVL16 system. The GB300 NVL72 delivers 1.5 times more AI performance than the NVIDIA GB200 NVL72, as well as increases Blackwell’s revenue opportunity by 50 times for AI factories compared with those built with NVIDIA Hopper. This system connects 72 Blackwell Ultra GPUs and 36 Arm Neoverse-based NVIDIA Grace CPUs, acting as a single massive GPU optimized for test-time scaling. This configuration allows AI models to explore complex problem-solving by breaking down requests into multiple steps, resulting in higher-quality responses.
The HGX B300 NVL16, meanwhile, boasts 11 times faster inference on large language models, 7 times more compute, and 4 times larger memory compared to the previous Hopper generation, making it ideal for complex workloads like AI reasoning. Blackwell Ultra systems seamlessly integrate with NVIDIA’s advanced networking solutions, including the NVIDIA Spectrum-X Ethernet and NVIDIA Quantum-X800 InfiniBand platforms, which provide 800 Gb/s of data throughput per GPU. This integration delivers best-in-class remote direct memory access capabilities, enabling AI factories and cloud data centers to handle AI reasoning models without bottlenecks. NVIDIA BlueField-3 DPUs, also featured in Blackwell Ultra systems, enable multi-tenant networking, GPU compute elasticity, accelerated data access, and real-time cybersecurity threat detection.
