Nvidia CEO Jensen Huang’s CES Keynote: 3 Essential Takeaways for Tech Enthusiasts

Nvidia’s AI Ambitions Unveiled at CES 2025: Key Takeaways

A New Era of Artificial Intelligence

Nvidia CEO Jensen Huang kicked off CES 2025 with a keynote address that outlined the company’s ambitious plans for artificial intelligence in both consumer and enterprise markets. Huang introduced several new software technologies designed to help train humanoid robots and power various AI applications.

The Future of Computing: Nvidia’s GB10 Chip

One of the most significant announcements at CES was the unveiling of Nvidia’s new AI chip, called the GB10. This pint-sized version of the high-powered GB200 platform is based on the same technology used in the company’s latest Blackwell chip. While the GB200 pairs two Blackwell graphics processing units (GPUs) with one of Nvidia’s Grace central processing units (CPUs), the GB10 marries one Blackwell GPU to a Grace CPU.

"This little thing here is in full production," Huang said during the keynote. "We’re expecting this computer to be available in the May time frame."

The GB10 chip will not be used as a data center platform but rather as part of Nvidia’s Project DIGITS desktop, which combines the GB10 with 128GB of unified memory and 4TB of storage to create an AI computing system that can sit on your desk.

Robots and Self-Driving Cars: A New Era of Physical AI Systems

Nvidia also showcased its new Cosmos platform for developing physical AI systems like robots and self-driving vehicles. The platform uses world foundation models, or WFMs, which are AI models that simulate conditions in the real world.

The idea is to use Cosmos to help develop the software needed to power robots and self-driving cars by simulating various usage scenarios in a virtual setting without having to use pricey robots or putting cars on the road in the real world.

In addition to the Cosmos platform, Nvidia provided information about its Isaac GROOT Blueprint software, which developers will be able to use via Apple’s Vision Pro headset to teach humanoid robots how to move in certain scenarios and situations.

"The [autonomous vehicle] revolution has arrived," Huang said during the keynote. "I predict that this will likely be the first multi-trillion-dollar robotics industry."

Gaming Graphics Cards: Nvidia’s Continued Innovation

While Nvidia’s investments in AI technologies have driven its incredible performance over the past year, the company is not leaving its gaming roots behind. The new GeForce RTX 50 series of graphics cards for desktop and laptop computers promises to deliver twice the performance of last generation’s top dog, the RTX 4090.

Nvidia says its new entry-level RTX 5070 can match the RTX 4090’s gaming capabilities thanks to advances to its proprietary DLSS software, which can do things like render and generate frames for games using AI.

The Future of Nvidia: A Multi-Trillion-Dollar Robotics Industry?

Nvidia’s AI ambitions are clear, but what does this mean for the company and its investors? With the unveiling of the GB10 chip, Cosmos platform, and Isaac GROOT Blueprint software, it seems that Nvidia is well on its way to creating a new era of physical AI systems.

The idea of a multi-trillion-dollar robotics industry may seem like a lofty goal, but with companies like Toyota, Continental, and Aurora using Nvidia’s automotive suite of technologies to power their advanced driving and autonomous driving systems, it’s clear that the future is bright for Nvidia.

Investing in Nvidia: A Growing Market

As the demand for AI technologies continues to grow, it’s likely that Nvidia will be at the forefront of this movement. With its continued innovation in gaming graphics cards and its ambitious plans for physical AI systems, investors may want to take a closer look at this growing market.

With a strong track record of delivering high-performance products and a clear vision for the future, Nvidia is well-positioned to continue driving growth in the years to come.

Conclusion

Nvidia’s CES 2025 keynote address was a clear indication that the company is committed to pushing the boundaries of artificial intelligence. With its new GB10 chip, Cosmos platform, and Isaac GROOT Blueprint software, Nvidia is well on its way to creating a new era of physical AI systems.

As the demand for AI technologies continues to grow, it’s likely that Nvidia will be at the forefront of this movement. Investors may want to take a closer look at this growing market and consider investing in Nvidia for the long-term.