Nvidia's (NVDA) CEO delivered the GTC keynote on 10/28/2025.

It was a pretty impressive affair showing Nvidia firing on all cylinders.

Here are the highlights:

• Partnership with 17 Quantum Computing companies to use accelerated computing side by side​
• ​Partnership with the department of energy – 7 super computers​
• Partnership with Nokia for AI based Radio Access Networks and T-Mobile as the first customer​
• Partnership with Uber for 100,000 Robotaxi platforms​
• Partnership with Crowdstrike for cyber security​
• Partnership with Palantir for direct GPU support on their Ontology platform
• Gene Munster on Nvidia's $500Bn Blackwell sales
• ​15% upside to the street numbers for the next 5 quarters 
• FY 2026 could be close to $215Bn and $310Bn in FY2027 ​
• ​As of this morning, there is no further sales to China​

Tomsguide's take:

Team Green are very much at the front of the Agentic AI explosion we're seeing, and a key part in America winning the AI arms race.

And its plan to do so is with a whole lot of exciting partnerships, including with Nokia to drive AI-native 6G connectivity, Foxconn to build an autonomous robot factory building GPUs in Texas, and even Uber with the tech to build a suite of self-driving robotaxis. Nvidia's self-driving platform is coming to Stellantis, Lucid and Mercedes-Benz vehicles to give them robotaxi capabilities. But on top of that, Nvidia is working with Uber to launch an autonomous fleet of 100,000 robotaxis starting in 2027.

The partnership with Nokia: What this means is that while in the current state of the internet, a lot of it runs (and went down last week) on AWS, Nvidia's creating a cloud computing platform on top of its 6G connectivity. That shows a promise of insanely fast AI that could fuel self-driving cars and the like.

The Future of Quantum Computing: Currently, all states of quantum computing is strong but sensitive to environmental noise with limited usage. And that's where a GPU-based supercomputer comes in — to take that load off the quantum processor. This is NVQLink build on CUDA-Q cores.

This isn't here to replace quantum computers, but rather work hand-in-hand to accelerate quantum computing.

The Crowdstrike deal:Agentic AI is coming to cybersecurity, aiming to take on the evergrowing list of breaches and tackle them head on with growing intelligence.

Nvidia remains a buy