Nvidia CEO Jensen Huang kicked off the keynote with product announcements, introducing new GeForce graphics cards for gaming PCs.
During a keynote at CES in Las Vegas on Monday, Nvidia CEO Jensen Huang unveiled ambitious plans to remake the tech world. At a packed event, Huang painted a picture of a world where AI behind a billion humanoid robots, 10 million automated factories, and 1.5 billion self-driving cars is powered by Nvidia.
According to a Bloomberg report, as companies rush to buy advanced AI tools, interest in Nvidia’s products is soaring. At least 90 minutes of Huang discussing Nvidia’s strategy, including partnerships with Toyota and MediaTek, sparked their stocks to rocket up more than 3%.
But before that, Huang announced some innovations for gamers that they could be looking directly into.
The tech giant began as a maker of video game graphics cards, but its focus is now on data center chips. However, the AI chipmaker’s gaming GPUs are still popular, accounting for nearly $10 billion per year.
Although Nvidia’s primary revenue stream, gaming, has been exceeded by its booming data center business, which is forecasted to reach over $100 billion this year.
Nvidia’s GPUs will use AI to predict the upcoming frames
In the future, Blackwell’s AI elements will be utilized in the upcoming GeForce 50 series to ensure ultra-real gaming visuals. These new GPUs will calculate the shading of each pixel like old-fashioned graphics cards, but instead of remaking each frame, they’ll use AI to predict what’s coming next.
“GeForce allowed AI to reach the masses, and now AI is coming home to GeForce,” said Huang in the presentation.
Nvidia also pointed out improvements for laptops that promise longer battery life. PC gamers can now enjoy responsiveness and realism without compromise.
The top-tier RTX 5090, which costs $1,999, will be out of the market this month, while the $549 RTX 5070, which outclasses the RTX 4090, will be available in February.
Nvidia revealed Project Digits, a $3,000 desktop geared for AI developers
The new super compact device is equipped with Grace Blackwell Superchip that can run advanced AI models that laptops can’t handle.
The new machines, created with Taiwan’s MediaTek, run a Linux-based operating system and were developed for AI work instead of everyday use. When cloud or traditional computing isn’t an option, they’re great for developers working locally.
Nvidia aims to revolutionize $50 trillion industries with AI
Nvidia mentions that expanding AI into the physical world, such as robots and vehicles, can revolutionize the $50 trillion industry. However, this movement creates challenges regarding the safety of real-world complexities for AI systems. To tackle this, Nvidia created Cosmos, a platform meant to make robots more intelligent and vehicles truly autonomous.
Through Cosmos technology, Nvidia generates realistic video from text inputs, training AI in virtual worlds. This reduces the need for costly real-world experiments, where repeatable testing of rare scenarios, such as a car encountering an emergency vehicle, may occur.
Huang said Toyota will use Nvidia’s drive chips and software for autonomous driving. Toyota’s stock rose in Tokyo, and Nvidia highlighted its growing reach in automotive AI.
Huang also shared that Uber is working with Nvidia to develop self-driving systems and train AI using data from millions of daily trips. The company also thinks car makers will embrace unified computing systems for all models and eventually expand to more of Nvidia’s chips. Nvidia has even secured certifications from transportation safety regulators to speed this transition.
Nvidia-related optimism had already boosted Asian chip providers’ shares before Huang’s presentation. The announcement came a day after Microsoft said it would spend $80 billion on AI data centers, much of it on Nvidia technology. With these moves, Nvidia is positioning itself as much more than a leader in AI hardware; it is a company that’s shaping the future of technology and industry.
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