Here’s a summary of the highlights from Jensen Huang’s keynote at CES 2025:
NVIDIA’s CEO Jensen Huang delivered a 90-minute keynote at CES 2025, focusing on new developments in AI, gaming, autonomous vehicles, and robotics.
AI Evolution:
- Huang described the evolution of AI from perception to generative and now “physical AI,” which involves reasoning, planning, and acting. NVIDIA’s platforms are central to this evolution, impacting various industries.
Key Announcements:
- NVIDIA Cosmos Platform: Introduced for advancing physical AI with capabilities for robots and autonomous vehicles, focusing on video data processing and world simulation.
- GeForce RTX 50 Series GPUs: Based on the Blackwell architecture, these GPUs promise significant performance boosts. The RTX 5090 was highlighted with 92 billion transistors and 3,352 trillion AI operations per second (TOPS). Desktop versions are scheduled for release starting January 30, with laptop versions in March.
- DLSS 4 and Reflex 2: New technologies for gaming, with DLSS 4 offering up to 8x performance boost through Multi Frame Generation, and Reflex 2 reducing latency by up to 75%.
- RTX Enhancements: Features like RTX Neural Shaders, RTX Neural Faces, RTX Hair, and RTX Mega Geometry were introduced for enhancing real-time graphics.
- AI Foundation Models for RTX PCs: These include NVIDIA NIM microservices for developers to create digital humans, content, and more, supported by the new RTX 50 Series GPUs.
- Project DIGITS: A compact AI supercomputer that efficiently handles 200B-parameter models, aimed at developers, featuring NVIDIA Grace Blackwell, expected for release in May.
Autonomous Vehicles and Robotics:
- NVIDIA DRIVE Hyperion: An AV platform with the new AGX Thor SoC, aimed at enhancing vehicle safety and autonomy. Partnerships with major automakers like Toyota for developing next-gen vehicles were announced.
- Cosmos for Robotics: Aimed at simulating environments to train robots and AVs, providing them with a “ChatGPT moment” for physical AI.
Developer and Creator Tools:
- AI Blueprints: For agentic AI, enabling automation in various enterprise workflows, including video search and PDF-to-podcast conversion. These capabilities empower developers to efficiently create powerful and versatile visual agents, addressing a wide array of challenges.
Summary:
- Huang reflected on NVIDIA’s (NVDA) history of innovation in computing, emphasizing the rapid pace of AI development and its transformative potential in various sectors. The keynote was packed with announcements aimed at pushing the boundaries of technology, particularly in AI applications for both digital and physical environments.
Nikolas has been involved in the finance industry for over fifteen years spanning across Europe and USA with a depth of knowledge and experience within many aspects of the financial markets. Nikolas gained several years experience with some of the Europe’s leading Brokers, as equity analyst, and trader managing accounts for both Private and Corporate Investors. He enjoys both the fundamental and technical aspects of trading focusing on stock markets and all FX majors. Currently, Nikolas provides analysis and comments to online financial publications. Educational background in Economics (BSc), and Finance (MSc).