Nvidia will also offer a single rack called the GB300 NVL72 that offers 1.1 exaflops of FP4, 20TB of HBM memory, 40TB of “fast memory,” 130TB/sec of NVLink bandwidth and 14.4 TB/sec networking.

GTC, Nvidia’s biggest conference of the year, starts this week in San Jose. We're on the ground covering all the major developments. CEO Jensen Huang will give a keynote address focusing on — what else?

The Nvidia Blackwell Ultra DGX SuperPOD features the latest Blackwell Ultra GPUs, and comes in two flavors - DGX GB300 and B300. The DGX B300 can still be air-cooled and relies on the B300 NVL16 architecture. The GB300, meanwhile, combines the 72 Blackwell Ultra GPUs with 36 Grace CPUs and requires liquid cooling.

With the shares down 13% in 2025, investors are looking for fresh updates from the GTC conference to help restart the rally for Nvidia.

Investors can expect Nvidia to provide details on its next-generation of AI-enabling graphics processing units (GPUs), Blackwell Ultra and Rubin. Nvidia is hosting its first Quantum Day at GTC on Thursday,

A souped-up version of Nvidia's existing Blackwell chip, Blackwell Ultra should get a performance boost over last year's chip to further speed up training and running AI models. We should also learn more about Nvidia's next-generation GPU platform,