Investing.com — At the highly anticipated CES 2025 event, Nvidia (NASDAQ: ) unveiled a series of new products aimed at expanding its business into consumer markets, demonstrating advances in AI gaming and desktop computing.
CEO Jensen Huang outlined how Nvidia is using technology from its high-performance data center AI chips to improve PCs and laptops.
A key announcement was the introduction of core Cosmos models, designed to generate realistic video for training robots and self-driving cars at a lower cost than traditional data collection methods.
By producing “synthetic” training data, Cosmos enables machines to understand the physical world, much like language models enable chatbots to speak naturally.
Users can enter text descriptions to generate video that obeys the laws of physics, reducing the need for expensive real-world data collection. Huang noted that Cosmos will be available under an “open license,” similar to Meta’s (NASDAQ: ) Llama 3 models.
Nvidia also launched its RTX 50 series of gaming chips, including the company’s Blackwell AI technology, which has fueled growth in the data center sector.
The goal of these chips is to elevate game graphics to a cinematic level by enhancing shaders, enhancing surface detail, and generating realistic human faces — key areas where even small imperfections are visible.
Moreover, Nvidia introduced its first desktop computer, designed primarily for computer programmers, not for ordinary users.
As for the Blackwell platform, Huang said the AI chips are now in “full production.”
Analysts’ conclusions from the opening speech of CES
Bank of America: “We highlight NVDA’s continued dominance in the genAI computing and ecosystem, expanding rapidly from the cloud all the way to the enterprise and consumer. Keep Shopping at our best selection in the sector.”
Stifel: “Nvidia’s announcements today are significant, but long overdue. We view these developments as further deepening the company’s competitive moat and positioning it around potentially multi-billion dollar advances in AI agents, robotics, autonomous vehicles, graphics and inference computing and edge devices in the coming years.”
In the meantime, for Wells Fargo (NYSE:) analysts, key takeaways from the keynote were the unveiling of new RTX 50 series GPUs, the announcement that Blackwell is now in full production, the expansion of AI scaling and expectations that the company’s automotive business could grow to around $5 billion by fiscal 2026.
In the end, Wedbush analysts said Huang’s CES speech “felt more like a rock concert than a tech CEO speech.”
“Jensen’s main message was that a host of new AI technologies are coming from Nvidia around robotics, autonomous technology, personal computing that will further increase their huge technological advantage over the rest of the semi- and Big Tech landscape,” the analysts noted.
“This was a big ‘muscle flexing’ moment for Nvidia and Jensen in this artificial intelligence arms race taking place in the global technology ecosystem.”
