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Nvidia CEO reveals robot training technology, Toyota deal and new gaming chips Reuters


By Max A. Cherney and Stephen Nellis

(Reuters) – AI to better train robots and cars as well as new gaming chips dominated Nvidia’s (NASDAQ: ) CEO Jensen Huang’s keynote speech at the CES 2025 conference on Monday as the world’s second most valuable company laid out its potential for business expansion.

Nvidia has introduced what it calls Cosmos ‘core’ models that generate photo-realistic video that can be used to train robots and self-driving cars at a much lower cost than using conventional data.

By creating what is known in the tech industry as “synthetic” training data, the models can help robots and cars understand the physical world much like large language models have helped chatbots generate natural language responses.

Users will be able to give Cosmos a textual description that can be used to generate a video of a world that obeys the laws of physics.

This promises to be much cheaper than collecting data as it is done today. To train self-driving cars, for example, companies have fleets of vehicles roaming the streets to gather data, and humanoid robots are often trained by having real people repeat tasks over and over again.

Huang warned, however, that the Cosmos models will need a lot more data before they start their ‘ChatGPT moment’.

Cosmos will be available under an “open license,” similar to Meta Platforms’ (NASDAQ: ) Llama3 language models that have become widely used in the technology industry.

“We really hope that (Cosmos) will do for the world of robotics and industrial artificial intelligence what Lama3 did for enterprise AI,” Huang said.

The new gaming chips use Nvidia’s ‘Blackwell’ AI technology to give video games movie-like graphics, particularly in a field known as ‘shaders’, which can help make images like a ceramic teapot look more realistic by adding imperfections and fingerprint smudges to its surface.

The new chips also feature AI technology that helps game developers generate more accurate human faces, an area where players can notice even slightly unrealistic features. The chips, which Nvidia calls its RTX 50 series, will range in price from $549 to $1,999, with the high-end models arriving on January 30 and the low-end in February.

Nvidia said its $549 mid-range gaming chips will match the company’s previous top-of-the-line chip, the RTX 4090, which sold for $1,600.

That’s what Nvidia said too Toyota Motor (NYSE: ) will use its Orin chips and automotive operating system to power advanced driver assistance on several models. He did not give details about the models.

Huang expects automotive hardware and software revenue of $5 billion in fiscal 2026, up from an expected $4 billion this year.

CES 2025, formerly known as the Consumer Electronics Show, runs from January 7 to 10 in Las Vegas and is used to debut products ranging from new automotive technology to unusual gadgets, as well as showcase new ways to use artificial intelligence.

Nvidia shares closed at a record high of $149.43 on Monday, valuing it at $3.66 trillion, making it the world’s second most valuable listed company behind Apple (NASDAQ: ).





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