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🤓 Key Insights from GTC 2025 🚀

GTC 2025 has cemented its reputation as the premier AI event globally, showcasing innovations that are transforming every aspect of computing. As AI becomes increasingly essential across healthcare, automotive, and scientific research sectors, NVIDIA CEO Jensen Huang outlined the revolutionary changes AI is driving and the path forward.x

The Rise of AI Factories

A paradigm shift is occurring as the industry moves from traditional computing models toward AI factories—specialized data centers built to generate information rather than simply retrieve it. These factories produce tokens, predictions, and reasoning models that power breakthroughs in automation, scientific discovery, and business intelligence.

NVIDIA's Blackwell architecture forms the foundation of these AI factories, designed specifically to meet the demands of agentic AI. This evolution extends AI capabilities beyond perception into reasoning, planning, and tool utilization, fundamentally altering how intelligent systems are trained, deployed, and utilized.

The Power of Tokens

A prominent theme at this year's GTC was the significance of tokens as the new currency of intelligence. Modern AI systems reason through problems by generating sequences of tokens to refine responses and predictions rather than merely retrieving answers.

The advancements in inference capabilities with NVIDIA's Blackwell GPUs and NVLink 72 architecture enable processing up to 40 times more AI workload than previous generations. This exponential increase in computing power facilitates complex multi-step reasoning, dramatically improving the accuracy and efficiency of AI-driven decision-making.

Expanding AI's Reach: Enterprise, Robotics, and Edge AI

AI's expansion beyond cloud computing was highlighted throughout GTC. Enterprise IT is undergoing transformation as AI becomes integrated into daily workflows. NVIDIA's DGX Spark, a specialized AI workstation, brings AI development capabilities directly to data scientists and engineers, increasing accessibility across industries.

The robotics field is reaching a critical inflection point with NVIDIA's introduction of Isaac Groot N1, a foundational AI model for humanoid robots that enables more natural movement and interaction with physical environments. Combined with NVIDIA's Omniverse and Cosmos platforms, AI-driven robots can now train in simulation before real-world deployment, accelerating learning and minimizing costly trial-and-error processes.

Edge AI is also poised for revolution through NVIDIA's partnership with T-Mobile and Cisco, which aims to integrate AI-powered infrastructure directly into telecom networks. This collaboration optimizes performance and enables new applications in real-time connectivity, cybersecurity, and industrial automation.

The Path Forward

AI's impact is now measured by infrastructure scale, computational capacity, and application breadth. The demand for AI-generated insights, predictions, and automation continues to grow at unprecedented rates. GTC 2025 demonstrated that AI represents not just a feature enhancement but a fundamental shift in data processing and utilization.

NVIDIA's roadmap, including the new Rubin and Rubin Ultra platforms, outlines the trajectory for AI-driven computing over the next five years. As AI factories scale up, the industrial-level generation of intelligence will continue transforming industries, economies, and everyday life.

GTC 2025 reinforced an essential truth: AI isn't merely advancing—it's reshaping our future. Organizations that effectively harness AI's capabilities today will define tomorrow's industries.

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Around The Valley

GTC Week: AI Innovation and Ecosystem in Motion

This year’s NVIDIA GTC was more than just a conference—it was a milestone moment that reflected just how far we’ve come in AI, and how much further we’re about to go. Behind all the incredible announcements and product launches lies something even more powerful: the ecosystem of people building the future together.

GTC continues to serve as a vital gathering point for developers, researchers, founders, enterprise leaders, and policymakers to come together and shape what’s next. This week, the city of San Jose buzzed with energy, as more than 25,000 attendees converged downtown to explore, connect, and collaborate.

INFRA@GTC | March 18

The INFRA@GTC Networking Party brought together key players in the AI infrastructure space—from GPU cloud to agentic and other startups leading the charge in scaling AI infrastructure. The energy in the room was electric, fueled by real conversations around what's working, what's needed, and where the opportunities are next.

Firesides@GTC | March 20

We closed out GTC week with Firesides@GTC, a unique gathering focused on the intersection of AI innovation and community development.

One standout moment was a powerful conversation with Stephen Caines, Chief Innovation Officer for the City of San Jose, who shared how the city is embracing the AI era and actively building a home for startups and emerging tech. Alongside Tonya J. Long, and Vladimirs Sazonovs from Cisco’s Global Investment Fund, we explored how public-private partnerships can shape the future of regional tech ecosystems.

Special thanks to Brian Sparkes for skillfully moderating the discussion for a diverse audience of entrepreneurs, investors, technologists, and civic leaders.

GTC was a reminder: AI is not just about technology—it’s about people, partnerships, and purpose. Here’s to continuing the momentum and building what’s next, together.

What’s Next / 🛠️INFRA SEASON BEGINS🛠️

💵Bay Area Startups Secured $3.3B This Week

March fundings already exceed $8B as this week brought in $3.3B more. AI infrastructure once again collected more than two-thirds of the total, this time led by Safe Superintelligence's $2B round at a $30B valuation.

On exits, IPOs: All eyes will be on Coreweave next week for their IPO on the 27^th. They've priced their shares at $47-$55, hope to raise as much as $2.7B, and reportedly, are already oversubscribed. This is the first pure AI company to hit the public market in 2025.

On exits, M&A: This week's M&A trumped last week's $7.7B in acquisitions by ServiceNow and Niantic. The $10.9B combination of Kraken's $1.5B acquisition of NinjaTrader, Nvidia's $320M acquisition of Gretel, Softbank's $6.5B acquisition of Ampere Computingand Munich Re's $2.6B acquisition of Next Insurance is a new high.

Follow us on LinkedIn to stay on top of what's happening in 2025 in startup fundings, M&A and IPOs, VC fundraising plus executive & investor activity.

Early Stage:

• Safe Superintelligence closed a $2B Series Unknown, has one goal and one product: a safe super-intelligence.

• Coreshell Technologies closed a $24M Series A, provides the lowest cost, high performance silicon anodes on Earth.

• Tera AI closed a $7.8M Seed, Tera AI is developing superhuman‍ spatial reasoning for autonomy

• Featherless closed a $5M Seed, is a serverless inference platform. Its goal is to make all AI models available for serverless inference.

• Olio Labs closed a $4.5M Seed, Olio labs uses AI and ML to develop combination therapeutics that consider the thousands of interacting proteins in your body rather than targeting just one or two.

Growth Stage:

• GrubMarket closed a $50M Series G, the AI-powered technology enabler and digital transformer of the American food supply chain industry, and one of the largest private food tech companies globally.

• Vantis Vascular closed a $10.9M Series B, a medical technology company dedicated to revolutionizing vascular interventions.

• Mitra Chem closed a $10M Series B extension, the first lithium-ion battery materia manufacturer focused on shortening the lab-to-production timeline by over 90%, addressing the largest barrier to innovation: R&D and scale-up speed.

• Cognition AI closed an undisclosed amount Series C, the maker of Devin, the first AI software engineer and a collaborative AI teammate that enable engineers to focus on more interesting problems.

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Contact Information
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