In a major annual tech conference in Las Vegas, Nvidia CEO Jensen Huang took the stage to showcase the company’s latest innovations. At the forefront of these advancements are artificial intelligence technologies aimed at improving robot and car training, as well as souped-up gaming chips.
Revolutionizing AI Training with Cosmos Foundation Models
Nvidia is bringing its cutting-edge data center AI technology to consumer PCs and laptops. The company introduced its Cosmos foundation models, which can generate photo-realistic video. This innovative technology enables users to train robots and self-driving cars more efficiently than traditional methods.
How Cosmos Works
Cosmos uses synthetic training data to help robots and cars understand the physical world in a similar manner as large language models have helped chatbots generate responses in natural language. Users can provide a text description, which is then used to create video that obeys the laws of physics. This process promises to be significantly cheaper than current methods, such as gathering data through human teaching or placing cars on the road.
Open License for Cosmos
Nvidia’s Cosmos will be available under an open license, similar to Meta Platforms’ Llama 3 language models. This move is expected to make Cosmos widely adopted in the tech industry.
"We really hope (Cosmos) will do for the world of robotics and industrial AI what Llama 3 has done for enterprise AI," said Huang.
Challenges Ahead
While Nvidia’s AI push is promising, analysts are cautious about its potential impact on sales. Bank of America analyst Vivek Arya noted that making products reliable enough, cheap enough, and pervasive enough to spawn credible business models remains a challenge.
"The challenge in our view is … making the products reliable enough, cheap enough and pervasive enough to spawn credible business models," Arya said in a note to clients. "From that perspective robotics could remain another cool but niche opportunity such as metaverse or autonomous cars."
New Gaming Chips with Blackwell AI Technology
Nvidia’s new gaming chips utilize the company’s ‘Blackwell’ AI technology, which has driven its sales in data centers. The RTX 50 series promises to deliver movie-like graphics, especially in shaders, which can add imperfections and fingerprints to images.
RTX 50 Series Pricing and Availability
The new chips will range from $549 to $1,999, with top models arriving on January 30th and lower-tier models coming in February. Ben Bajarin, chief executive of technology consultancy Creative Strategies, believes the new gaming chips should boost Nvidia’s sales in the short term.
Project DIGITS: A Desktop Computer for Developers
Nvidia unveiled its first desktop computer, Project DIGITS, designed specifically for computer programmers rather than regular consumers. Priced at $3,000, it features an Nvidia operating system based on Linux and will be available in March.
Orin Chips and Automotive Operating System
Nvidia’s partnership with Japan’s Toyota Motor will see the use of Orin chips and automotive operating systems to power advanced driver assistance in several models. The company did not provide details about the specific models involved.
Huang’s Expectations for Automotive Hardware and Software Revenue
Nvidia expects its automotive hardware and software revenue to reach $5 billion by fiscal 2026, up from an expected $4 billion this year.
CES 2025 Recap
The Consumer Electronics Show (CES) took place in Las Vegas from January 7-10. Nvidia’s CEO Jensen Huang showcased the company’s latest innovations at the event.
Conclusion
Nvidia’s latest announcements demonstrate its commitment to expanding its business through cutting-edge AI technologies and souped-up gaming chips. As the world’s second-most valuable listed company, Nvidia is poised to make a significant impact in various industries.
Sources
- [1] Reuters: "Nvidia unveils new products at CES 2025"
- [2] Bank of America analyst Vivek Arya: Note to clients
- [3] Creative Strategies: Ben Bajarin’s statement on Nvidia’s gaming chips
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