A comprehensive look at the key points of Jensen Huang's speech at NVIDIA GTC: heavyweight collaborations such as 6G, NVQLink integrating quantum computing and supercomputing, refuting the AI bubble, and Blackwell made in the USA

It is expected to ship 20 million Blackwell chips, with total sales of Blackwell and Rubin chips reaching $500 billion; NVIDIA will launch the Aerial RAN Computer with Nokia to assist in the 6G network transformation; NVIDIA's NVQLink technology connects quantum computing and GPU systems, supported by 17 quantum processor manufacturers; NVIDIA collaborates with Oracle to create the largest AI supercomputer for the U.S. Department of Energy equipped with 100,000 Blackwell GPUs; NVIDIA's processor BlueField-4, supporting AI factory operating systems, is expected to launch an early version next year as part of Vera Rubin; NVIDIA partners with CrowdStrike for AI cybersecurity development; NVIDIA's autonomous driving development platform DRIVE AGX Hyperion 10 assists Uber in deploying a Robotaxi fleet starting in 2027, with the first manufacturers of these vehicles including Stellantis; NVIDIA and Palantir build an operational AI technology stack; Eli Lilly creates the strongest supercomputer in the pharmaceutical industry, powered by over a thousand Blackwell Ultra chips