AI

Nvidia’s big future evolves again at CES

Nvidia CEO Jensen Huang delivered a CES 2025 keynote that lasted 90 minutes and included a suite of new products, services and partnerships. The material was so grand and often complex that some respected  techreporters at a follow-up press conference had trouble encapsulating it all.

In a classic Huang move, he apologized to the large gathering of media from many countries for not being clearer in his keynote, even as he took several minutes to critique an audio tech in the press room for problems with the sound system.

In a brighter moment, Huang held up one desktop supercomputer that he called “cute” for its size. It is called Project DIGITS, a $3,000 machine targeted at AI enthusiasts who want to experiment with AI models at home. It launches in May and is powered by a new Blackwell chip to allow users to run AI models up to 200 billion parameters. In  other words, cloud computing at your desktop at much lower cost.

But there was so much more: a new GeForce RTX 50 Series desktop and laptop GPU for consumers.  Also, a new series of AI models dubbed Cosmos that will generate low-cost realistic video to be used to train robots and other automated services. Cosmos will work with the existing Omniverse for physics simulations.  He said the DriveOS will power new cars to create a multi-trillion dollar robotics industry. Aurora plans to launch driverless trucks with Nvidia hardware in April.

One respected industry analyst known for taking tech companies to task lauded Huang for the many announcements made CES.  “You are leading the industry by  two to 10 years,” depending on the industry segment, said the analyst, Jim McGregor of Tirias Research.

When smart analysts say such things, they are not really looking at, principally, how the Nvidia stock is performing (the company is valued at nearly $4 trillion) or whether it is keeping to an upgrade product cycle. They are likely assessing a much longer horizon about how systems will shape industries and entire interlapping economies globally.  Huang has such a deep perspective on the big  long-term picture of computing that he probably wishes he could go for five hours in a keynote, or even run a masterclass for PhDs.

One example of how Nvidia affects an integration of hardware, software, architecture and partnerships was also shown at CES 2025.  Supply chain solutions company KION Group is collaborating with Accenture and Nvidia to adopt Mega, a new Omniverse Blueprint for developing, testing and optimizing physical AI and robot fleets at scale in a digital twin before full deployment into real-world facilities like massive warehouses.

With Accenture and Nvidia, KION CEO Rob Smith said the group is “reinventing warehouse automation.”