Wednesday, January 8, 2025

The top 3 takeaways from Nvidia’s CES 2025 keynote

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Nvidia (NVDA) CEO Jensen Huang kicked off CES 2025 with a keynote outlining the company’s AI ambitions for consumer and enterprise users for the year ahead. Huang debuted a number of new software technologies designed to help train humanoid robots and power a variety of AI applications.

The company also announced new gaming hardware, including its high-flying $1,999 GeForce RTX 5090 graphics card for desktop PCs.

Huang covered a lot of ground during his speech, but these are the biggest takeaways from the event.

Nvidia has a new AI superchip. No, it’s not the successor to the company’s latest Blackwell chip, which it debuted during its GTC 2024 conference last March. This is a pint-sized version of its high-powered GB200 platform.

Called the GB10, the chip is based on the GB200, which customers including Amazon, Google, Meta, Microsoft, and Tesla are snatching up in droves. But 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.”

Nvidia also isn’t touting the GB10 as a data center platform. Instead, the company says it will be available in a desktop it’s calling Project DIGITS. Project DIGITS combines the GB10 with 128GB of unified memory and 4TB of storage to create an AI computing system that can sit on your desk.

Nvidia CEO Jensen Huang delivers a keynote address at the Consumer Electronics Show (CES) in Las Vegas, Nevada on January 6, 2025. Gadgets, robots and vehicles imbued with artificial intelligence will once again vie for attention at the Consumer Electronics Show, as vendors behind the scenes will seek ways to deal with tariffs threatened by US President-elect Donald Trump. The annual Consumer Electronics Show (CES) opens formally in Las Vegas on January 7, 2025, but preceding days are packed with product announcements. (Photo by Patrick T. Fallon / AFP) (Photo by PATRICK T. FALLON/AFP via Getty Images) · PATRICK T. FALLON via Getty Images

In addition to its new chip and desktop, Nvidia showed off 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 for companies 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.

Nvidia also 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.

As for vehicles, Nvidia said Toyota, Continental, and Aurora are using its automotive suite of technologies to power their advanced driving and autonomous driving systems.

“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.”

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