Wednesday, January 8, 2025

Nvidia Expands AI Reach With Automotive, Robotics Initiatives

Must read

LAS VEGAS — Nvidia (NVDA) is taking its artificial intelligence expertise out of the data center and offices and into factories and on the road as it unveiled new AI initiatives at CES 2025 late Monday. Nvidia stock rallied ahead of the news.

Nvidia Chief Executive Jensen Huang gave the opening keynote at the massive technology trade show, which officially begins its four-day run on Tuesday.





X



NOW PLAYING
This Is How 2025 Jobs Reports Will Impact The Fed And Rate Cuts



During his keynote speech at the Michelob Ultra Arena at Mandalay Bay, Huang detailed Nvidia’s efforts to advance “physical AI.” That term covers autonomous vehicles, factories and robots, including humanoid robots.

AI is moving from the current generative AI phase to an “agentic AI” phase where software and devices work on behalf of users, he said. The logical progression for agentic AI is to move from software agents to autonomous machines or physical AI operating in the real world, Huang said.

At CES 2025, the AI chip leader launched Nvidia Cosmos, a computing platform for accelerating physical AI development. Cosmos offers world foundation models to help developers make next-generation autonomous vehicles and robots.

Today, physical AI models are costly and time-consuming to develop because they require vast amounts of real-world data and testing. But Cosmos lets developers use photo-real, physics-based synthetic data to train and evaluate models to operate self-driving cars, humanoid robots and other autonomous machines.

CES 2025 News: Nvidia Physical AI

Ride-sharing giant Uber (UBER) is among the first to adopt Cosmos, Nvidia said.

“The ChatGPT moment for robotics is coming,” Huang said. “Like large language models, world foundation models are fundamental to advancing robot and AV development, yet not all developers have the expertise and resources to train their own.”

He added, “We created Cosmos to democratize physical AI and put general robotics in reach of every developer.”

Developers can augment Nvidia’s world foundation models with their own data sets, such as video recordings of AV trips or robots navigating a warehouse, based on the needs of their target application.

In other news, Nvidia and its partners introduced agentic AI blueprints to automate work in enterprises. With the blueprints, developers can build and deploy custom AI agents that can reason, plan and take action for them. These specialized agents can help people solve complex problems and automate repetitive tasks.

Nvidia detailed two of its agentic AI blueprints. One, called PDF to Podcast, can turn multiple long and complex PDFs into AI-generated readouts that can help professionals, students and researchers quickly understand key takeaways. Another can search and summarize videos.

Plus, Nvidia announced updates to its Omniverse simulation platform and new tools for RTX AI PCs.

Toyota To Use Nvidia Technology

Nvidia also announced that Toyota (TM), Aurora and Continental have joined the list of mobility firms developing and building consumer and commercial vehicle fleets on Nvidia accelerated computing and AI.

Toyota, the world’s largest automaker, will build its next-generation vehicles on the Nvidia Drive AGX Orin system-on-a-chip and running the Nvidia DriveOS operating system.

Finally, Nvidia announced a high-end personal computer, called Project Digits, powered by its Nvidia GB10 Grace Blackwell Superchip and running the Linux-based Nvidia DGX operating system. The system will come preconfigured with Nvidia’s AI software stack.

“It’s a Grace Blackwell supercomputer on your desk,” Allen Bourgoyne, director of product marketing for Nvidia’s enterprise platforms group, said at a media briefing Monday.

The new PC is expected to start at $3,000 and will be available in May from Nvidia and its hardware partners. It will be marketed to AI researchers, data scientists and students.

With Nvidia Project Digits, developers can run up to 200-billion-parameter large language models for AI applications.

Nvidia Stock Is On 6 IBD Lists

Nvidia stock has formed a cup base with a buy point of 152.89, according to IBD MarketSurge weekly charts. That buy point is also its all-time high, reached on Nov. 21.

On the stock market today, Nvidia stock cleared an early entry point of 146.54 from a double-bottom base, according to IBD chart analysis. Nvidia stock ended the regular session Monday up 3.4% to 149.43.

Nvidia stock is on six IBD stock lists: IBD 50, Leaderboard, SwingTrader, Big Cap 20, Sector Leaders and Tech Leaders.

Follow Patrick Seitz on X, formerly Twitter, at @IBD_PSeitz for more stories on consumer technology, software and semiconductor stocks.

YOU MAY ALSO LIKE:

AI Everywhere At CES 2025 With Spotlight On Nvidia CEO Jensen Huang

AMD Reveals Next-Generation AI PC Chips, Gets Dell Endorsement

See Stocks On The List Of Leaders Near A Buy Point

Find Winning Stocks With MarketSurge Pattern Recognition & Custom Screens

Join IBD Live For Stock Ideas Each Morning Before The Open

Latest article