Nvidia CEO Jensen Huang took the stage at CES 2025 on Monday evening, delivering a visionary keynote that spotlighted robotics and automotive technology as major growth areas for the tech giant.
Speaking to a packed audience, Huang detailed Nvidia’s plans to expand its influence beyond gaming and AI into sectors that promise to reshape industries globally.
Huang showcased Nvidia’s Cosmos foundation models, designed to generate photo-realistic video for training robots and self-driving cars at significantly reduced costs through synthetic data. These models, set to be available under an open license, could revolutionize the robotics and industrial AI sectors by making advanced training data more accessible.
“Robotics is entering a new era,” Huang said. “Nvidia’s AI and GPU platforms are enabling machines to perceive, plan, and act with unprecedented efficiency and precision.”
Nvidia’s Isaac robotics platform and Jetson edge AI processors were also highlighted as key technologies powering advancements in logistics, manufacturing, and even healthcare robotics.
The automotive sector was another central theme of Huang’s address. Nvidia’s DRIVE platform continues to gain traction, with partnerships including Toyota, which plans to incorporate Nvidia’s Orin chips and automotive operating systems into its advanced driver-assistance systems.
Huang projected that Nvidia’s automotive revenue could hit $5 billion by fiscal 2026, underscoring the increasing importance of software-defined vehicles in the company’s growth strategy. “The car of the future will be a software platform that continuously evolves and improves,” he said.
Nvidia’s keynote came just days after its stock hit an all-time high, trading above $620 per share on January 5, 2025. The company’s market capitalization has soared, reflecting investor confidence in its diversified growth strategy. Analysts attribute the surge to Nvidia’s strong positioning in AI, gaming, and its expanding presence in emerging markets like robotics and automotive.
Huang’s keynote also touched on how Nvidia’s technologies are converging with consumer electronics. From smart home robotics to connected cars, the CEO emphasized Nvidia’s commitment to pushing boundaries and driving cross-industry innovation.
“We are at the intersection of AI, robotics, and automotive technologies,” Huang concluded. “Our goal is to create technologies that don’t just solve today’s challenges but define the possibilities of tomorrow.”
With its focus on cutting-edge AI, robotics, and automotive platforms, Nvidia is poised to continue reshaping industries, keeping investors and consumers alike closely watching its next moves.
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