Nvidia’s GTC keynote will emphasize AI over gaming

Nvidia’s GPU Technology Conference (GTC) takes place in San Jose next week, not terribly far from San Franciso concurrently hosting the Game Developer’s Conference in the heart of the city. Despite geographic proximity, the subject matter of both conferences will likely be a world apart, as Nvidia CEO Jen Huang seems to be aiming for less of a talk about what Nvidia will do for gaming and more what it will do for AI. In Nvidia’s GTC session catalog, the keynote is described succinctly: “Don’t miss this keynote from NVIDIA founder and CEO Jensen Huang. He’ll share how NVIDIA’s accelerated computing platform is driving the next wave in AI, digital twins, cloud technologies, and sustainable computing.” With the recent launch of the 5090, it makes sense that Nvidia would be somewhat mum about new graphics capabilities for the latest games. At this point, improvements are likely to err more toward an incrementalist game of inches than a massive revolution every few years. But it does indicate that Nvidia is aware which audience is buttering their bread right now and is aiming their focus toward that. Moreover, Nvidia and Huang likely feel they desperately need to win back the faith of the AI market. The picture of AI has changed dramatically since DeepSeek was revealed a few months ago, making Nvidia’s argument of being the best requiring expensive hardware straight from the source feel a bit shaky and that feeling was born out by the stock market. Nvidia is going into GTC looking for a win and it is more likely to get that from AI enthusiasts and investors than gamers. This is not to say the company will not have any new information about how to get the best graphics out of all of 2025 and beyond’s shiny new titles, but the core focus lies elsewhere for the keynote at least.

Nvidia’s GPU Technology Conference (GTC) takes place in San Jose next week, not terribly far from San Franciso concurrently hosting the Game Developer’s Conference in the heart of the city. Despite geographic proximity, the subject matter of both conferences will likely be a world apart, as Nvidia CEO Jen Huang seems to be aiming for less of a talk about what Nvidia will do for gaming and more what it will do for AI.

In Nvidia’s GTC session catalog, the keynote is described succinctly: “Don’t miss this keynote from NVIDIA founder and CEO Jensen Huang. He’ll share how NVIDIA’s accelerated computing platform is driving the next wave in AI, digital twins, cloud technologies, and sustainable computing.”

With the recent launch of the 5090, it makes sense that Nvidia would be somewhat mum about new graphics capabilities for the latest games. At this point, improvements are likely to err more toward an incrementalist game of inches than a massive revolution every few years. But it does indicate that Nvidia is aware which audience is buttering their bread right now and is aiming their focus toward that.

Moreover, Nvidia and Huang likely feel they desperately need to win back the faith of the AI market. The picture of AI has changed dramatically since DeepSeek was revealed a few months ago, making Nvidia’s argument of being the best requiring expensive hardware straight from the source feel a bit shaky and that feeling was born out by the stock market.

Nvidia is going into GTC looking for a win and it is more likely to get that from AI enthusiasts and investors than gamers. This is not to say the company will not have any new information about how to get the best graphics out of all of 2025 and beyond’s shiny new titles, but the core focus lies elsewhere for the keynote at least.

Share the Post:

Related Posts

NYSE-Parent ICE to Explore Stablecoins, Tokenized Funds for Financial Services With Circle

Intercontinental Exchange, the parent company of the New York Stock Exchange, said it plans to explore using Circle’s stablecoin and tokenized asset to develop new products, joining a roster of U.S. traditional financial giants pushing into crypto under the Trump administration.
According to an agreement announced on Thursday, the two firms will look at how Circle’s USDC stablecoin and USYC tokenized money market fund could be integrated into derivatives exchanges, clearinghouses and other services.

STORY CONTINUES BELOW
Don’t miss another story.Subscribe to the Crypto Daybook Americas Newsletter today. See all newsletters

Sign me up

By signing up, you will receive emails about CoinDesk products and you agree to our terms of use and privacy policy.

“We believe Circle’s regulated stablecoins and tokenized digital currencies can play a larger role in capital markets as digital currencies become more trusted by market participants as an acceptable equivalent to the U.S. dollar,” said Lynn Martin, president of the New York Stock Exchange said in a statement. “We are excited to explore the potential use cases for USDC and USYC across ICE’s markets.”

USDC is the second-largest stablecoin, trailing Tether’s USDT. It has a $60 billion market capitalization and is fully backed by U.S. government securities and cash-equivalent assets. USYC is a money market fund token issued by Hashnote, which was acquired by Circle earlier this year.
ICE is the latest example of U.S. financial behemoths delving into applying digital assets, stablecoins and tokenization as regulatory headwinds over the crypto industry subside under the Trump administration.
In the past few days, asset manager Fidelity Investments filed to launch a tokenized money market fund and is reportedly working on issuing a stablecoin, while derivatives exchange CME Group said it’s testing tokenization with Google Cloud’s private distributed ledger, aiming to launch new services next year. Tokenization is the process of placing financial instruments like bonds, funds and other securities on blockchain rails to pursue operational gains.
Martin foreshadowed the firm’s potential push into digital assets last May at a Consensus 2024 panel discussion, saying that the exchange would consider offering crypto trading if the regulatory picture in the U.S. were clearer.

Read More

Ripple Partners With Chipper Cash to Boost Payments in Africa Using XRP

Shaurya Malwa
Shaurya is the Co-Leader of the CoinDesk tokens and data team in Asia with a focus on crypto derivatives, DeFi, market microstructure, and protocol analysis. Shaurya holds over $1,000 in BTC, ETH, SOL, AVAX, SUSHI, CRV, NEAR, YFI, YFII, SHIB, DOGE, USDT, USDC, BNB, MANA, MLN, LINK, XMR, ALGO, VET, CAKE, AAVE, COMP, ROOK, TRX, SNX, RUNE, FTM, ZIL, KSM, ENJ, CKB, JOE, GHST, PERP, BTRFLY, OHM, BANANA, ROME, BURGER, SPIRIT, and ORCA. He provides over $1,000 to liquidity pools on Compound, Curve, SushiSwap, PancakeSwap, BurgerSwap, Orca, AnySwap, SpiritSwap, Rook Protocol, Yearn Finance, Synthetix, Harvest, Redacted Cartel, OlympusDAO, Rome, Trader Joe, and SUN.

Read More