Thursday, March 20, 2025

Nvidia's GTC 2025: How CEO Jensen Huang Is Growing The Show's Audience

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I attended Nvidia's GTC conference, which has taken over downtown San Jose, California, this week. Tuesday was the biggest day for the AI juggernaut. At 10 a.m. Nvidia CEO Jensen Huang began his keynote address, which lasted more than two and a half hours .

It was a chilly early morning in San Jose. The "pregame" started at 6:30 a.m. with breakfast from Denny's , the restaurant where Huang came up with the idea for Nvidia. I needed to know who would show up more than three hours early for a speech about computer chips.

When I arrived just before 7 a.m., the line was already substantial. A massive red mobile Denny's kitchen was cooking up "Nvidia bytes" — essentially sausages and pancakes. Diners were encouraged to wrap up their bytes like a taco and add syrup on top, like Huang does.

And sure enough, by 7:25 a.m., muscled men in suits with earpieces started multiplying. With no fanfare, Huang walked out from behind the registration tent wearing his signature uniform, all black and a leather moto jacket. The bleary-eyed crowds sprung into action — phones up for photos.

Huang donned an apron and went inside the food truck to make some pancakes, as he had as a 15-year-old Denny's employee .

"At this pace, I'd run the company out of business. I used to be a lot faster," he said of his chef skills after emerging from the kitchen and immediately meeting CNBC reporter Kristina Partsinevelos and a camera crew.

By 8:15 a.m., Huang disappeared into the SAP Center, where he turned up on the pre-show panel airing live inside the stadium.

As I reached my floor seat, the panel was giving a reverent retrospective of the company — including its many brushes with failure before AI changed everything.

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