Investing.com — At the much-anticipated CES 2025 event, Nvidia (NASDAQ:) unveiled a range of new products aimed at expanding its business into consumer markets, demonstrating advancements in AI gaming, and desktop computing.
CEO Jensen Huang laid out how Nvidia is leveraging technology from its high-performing data center AI chips to improve PCs and laptops.
A key announcement was the introduction of Cosmos foundation 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 allows machines to understand the physical world, much like language models enable chatbots to converse naturally.
Users can input text descriptions to generate video that adheres to 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 (NASDAQ:)’s Llama 3 models.
Nvidia also launched its RTX 50 series gaming chips, incorporating the company’s Blackwell AI technology, which has driven growth in the data center sector.
These chips aim to elevate gaming graphics to cinematic levels by improving shaders, enhancing surface details, and generating lifelike human faces—key areas where even small imperfections are noticeable.
Moreover, Nvidia introduced its first desktop computer, designed primarily for computer programmers rather than regular consumers.
Regarding its Blackwell platform, Huang said the AI chips were now in “full production.”
Analyst takeaways from the CES keynote
Bank of America: “We highlight NVDA’s continued dominance in genAI compute and ecosystem, quickly expanding from the cloud all the way to enterprise and consumers. Maintain Buy on our top sector pick.”
Stifel: “Nvidia’s announcements today are significant, but long-tailed. We view these developments as further deepening the company’s competitive moat and positioning around potentially multi-billion dollar advancements tied to AI agents, robotics, autonomous vehicles, graphics and PC and edge-device inferences in the coming years.”
Meanwhile, for Wells Fargo (NYSE:) analysts, key takeaways from the keynote were the introduction of the new RTX 50-series GPUs, the announcement that Blackwell is now in full production, AI scaling expansion, and expectations that the company’s automotive business could grow to around $5 billion by fiscal 2026.
Lastly, Wedbush analysts said Huang’s CES speech “felt more like a rock concert vibe than a tech CEO speech.”
“The overriding message from Jensen was a slew of new AI technology is coming out of Nvidia around robotics, autonomous technology, PCs that will further stretch their enormous technology lead vs. the rest of the semi and Big Tech landscape,” analysts noted.
“This was a major “flex the muscles” moment for Nvidia and Jensen in this AI arms race playing out across the tech ecosystem globally.”
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