Nvidia sets new standards in robotics with artificial intelligence

Nvidia CEO Jensen Huang announced ambitious plans to revolutionize robotics through the use of artificial intelligence. At CES in Las Vegas, he presented a range of new products and partnerships in the field of "physical AI," including a significant collaboration with Toyota, which will utilize Nvidia's technology for self-driving cars. Huang sees this as the next major growth boost for his company, whose market value recently surpassed the $3 trillion mark. The application cases for Nvidia's AI chips are expected to be significantly expanded by new software for humanoid robots and autonomous vehicles. The company is targeting a market for humanoid robots that could reach a volume of $38 billion in the next two decades. The highlight of the presentation was the introduction of the new Cosmos platform, which allows developers to generate AI models from vast amounts of data. With its bold ambitions, Nvidia faces technological challenges that, once overcome, could, according to Huang, lead to "the greatest tech industry of all time." The Omniverse platform plays a crucial role in enabling simulations of the physical world. This area still represents a small part of the total revenue, but the company plans to expand the autonomous vehicle business to $6 billion by fiscal year 2026. The competition, particularly giants like Amazon and Microsoft, is developing their own AI chips, pushing Nvidia to explore new markets. Analysts from Bank of America consider the focus on "physical AI" to be the logical next step. However, the challenge lies in becoming reliable and cost-efficient enough to create competitive business models. Also presented at CES were the "GR00T Blueprint" foundation models for humanoid robots and tools for developing driverless trucks in partnership with Aurora and Continental. A "personal AI supercomputer" with the new most powerful chip, Blackwell, is also set to be available in May, expanding local development opportunities for researchers and students.