X

GTC 2025: AI Factories Take Center Stage

March 17, 2025

We are heading to GTC this week, and I can't help but think of Aaron Burr singing about the room where it happened. This is THE AI conference of the year, where a certain leather-clad CEO will provide his outlook on the next stage of AI infrastructure delivery. And while there will be heady talk of the next mega-factory buildout pushing LLM capability further, I am seeking information on a few topics to set the stage on the strength of broad AI adoption.

  1. The DeepSeek impact: We have featured DeepSeek extensively on TechArena, and I'm intrigued by how NVIDIA will embrace this and other Chinese developed LLMs, all delivering new capability and efficiency. Some have claimed that these models threaten NVIDIA demand. I, for one, believe more efficient technology begets broader market adoption and am hoping to hear a lot about a broader array of model optimization at the show.
  1. Enterprise uptick: We have been discussing AI inference at scale lately – from the pragmatic approaches offered by Intel to the fine-tuned leadership performance from Cerebras to the energy efficient AI acceleration at the edge from Untethered AI. What I'm excited to see at GTC is actual enterprise adoption examples across industries, with meaty, scalable, adoption of LLM infused applications. 2025 is forecasted to be the year of hockey-stick growth for enterprise application ignition, and I'm keen to see what use cases and industries are leading the charge. While NVIDIA will likely showcase these stories across the event, we will be digging deep into the vendor showcase to seek out broader examples of customers taking the gen AI plunge.
  1. Agentic computing: At MWC earlier this month, the talk suggested everyone got a memo upon entering the Fira stating that they must mention AI agents at least three times a day. Agentic AI is the new hot topic as researchers push the application of LLMs further, and automated sequencing of work takes hold. I am at GTC to dig into the various approaches to Agentic computing and how vendors are building guardrails to agent actions for risk-averse enterprises who may not be totally ready to hand over full control to an army of agents.  

We will be reporting on these topics and more in the coming days from San Jose! Watch this space for coverage, and follow the TechArena feed to ensure you don't miss any of the story unfold.

We are heading to GTC this week, and I can't help but think of Aaron Burr singing about the room where it happened. This is THE AI conference of the year, where a certain leather-clad CEO will provide his outlook on the next stage of AI infrastructure delivery. And while there will be heady talk of the next mega-factory buildout pushing LLM capability further, I am seeking information on a few topics to set the stage on the strength of broad AI adoption.

  1. The DeepSeek impact: We have featured DeepSeek extensively on TechArena, and I'm intrigued by how NVIDIA will embrace this and other Chinese developed LLMs, all delivering new capability and efficiency. Some have claimed that these models threaten NVIDIA demand. I, for one, believe more efficient technology begets broader market adoption and am hoping to hear a lot about a broader array of model optimization at the show.
  1. Enterprise uptick: We have been discussing AI inference at scale lately – from the pragmatic approaches offered by Intel to the fine-tuned leadership performance from Cerebras to the energy efficient AI acceleration at the edge from Untethered AI. What I'm excited to see at GTC is actual enterprise adoption examples across industries, with meaty, scalable, adoption of LLM infused applications. 2025 is forecasted to be the year of hockey-stick growth for enterprise application ignition, and I'm keen to see what use cases and industries are leading the charge. While NVIDIA will likely showcase these stories across the event, we will be digging deep into the vendor showcase to seek out broader examples of customers taking the gen AI plunge.
  1. Agentic computing: At MWC earlier this month, the talk suggested everyone got a memo upon entering the Fira stating that they must mention AI agents at least three times a day. Agentic AI is the new hot topic as researchers push the application of LLMs further, and automated sequencing of work takes hold. I am at GTC to dig into the various approaches to Agentic computing and how vendors are building guardrails to agent actions for risk-averse enterprises who may not be totally ready to hand over full control to an army of agents.  

We will be reporting on these topics and more in the coming days from San Jose! Watch this space for coverage, and follow the TechArena feed to ensure you don't miss any of the story unfold.

Transcript

Subscribe to TechArena

Subscribe