Nvidia CEO Jensen Huang announced groundbreaking products, signaling the company’s continued leadership in AI and gaming technology. The highlights included AI models for robotics, new gaming chips, and Nvidia’s first desktop computer.
Nvidia’s Cosmos foundation models were a standout innovation, designed to generate photorealistic videos to train robots and self-driving cars. These “synthetic” training datasets significantly lower costs than traditional methods, such as collecting real-world video footage or manually teaching robots.
Huang emphasized Cosmos’ transformative potential:
“We really hope Cosmos will do for the world of robotics and industrial AI what Llama 3 has done for enterprise AI.”
Available under an open license, Cosmos allows users to create realistic virtual worlds by providing text descriptions, mimicking natural physics and environments. This tool aims to accelerate advancements in industrial AI and robotics.
Gaming Breakthroughs with RTX 50 Series
Nvidia also debuted its RTX 50 series gaming chips, leveraging the company’s Blackwell technology, which has driven its data center success. These chips bring movie-like realism to video games, particularly through advanced “shader” technology that adds subtle details like imperfections to surfaces.
The RTX 50 series also improves human face rendering, addressing a key area where gamers notice discrepancies. Prices range from $549 to $1,999, with the flagship RTX 5090 priced at $2,000. Top-tier models will launch on January 30, with budget-friendly versions arriving in February.
Project Digits: Nvidia’s First Desktop Computer
In a move into desktop computing, Nvidia unveiled Project Digits, a $3,000 computer aimed at software developers. Running on a custom Nvidia Linux-based OS, the desktop features the same chip architecture as its data center offerings, paired with a central processor developed in collaboration with MediaTek. It will launch in March.
Automotive Expansion with Toyota Partnership
Nvidia announced a partnership with Toyota, which will integrate Nvidia’s Orin chips and automotive operating systems into several upcoming models. While details on the models remain sparse, Huang projects automotive hardware and software revenue to reach $5 billion in fiscal 2026, up from $4 billion this year.
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Nvidia’s announcements coincided with its stock hitting a record high of $149.43, elevating the company’s valuation to $3.66 trillion—second only to Apple globally.
While the robotics push and Cosmos models present exciting possibilities, analysts like Bank of America’s Vivek Arya caution that widespread adoption depends on making the technology reliable and affordable. Nevertheless, Nvidia’s gaming chips are expected to drive short-term sales growth.
With innovations spanning AI, gaming, and hardware, Nvidia is solidifying its position as a leader in technology for both enterprise and consumer markets.