According to the Financial Association on January 7 (Editor Liu Rui), at 10:30 AM Beijing time on January 7 (Tuesday), $NVIDIA (NVDA.US)$ CEO Jensen Huang took the stage to deliver what could be the most anticipated speech at this CES exhibition.

In this approximately 90-minute speech, Huang Renxun not only released the latest generation of computer GPUs - the GeForce RTX 50 series, but also brought numerous surprises related to AI models, smart driving, AI robots, and AI supercomputers.

NVIDIA's first 'bombshell': the ultra-strong GPU finally made its debut.

At the beginning of the speech, after Huang Renxun briefly reviewed the company history and the development of AI, he quickly threw out the first 'bombshell': the GeForce RTX 50 series GPU.

This series of GPUs includes the highly anticipated GeForce RTX 5090 - the most powerful graphics card from NVIDIA, priced at $1999. The RTX 5090 claims to be the fastest graphics card in the world, with a speed that is twice that of its predecessor, the RTX 4090. It is equipped with 92 billion transistors and 4000 AI TOPS.

In addition, NVIDIA also launched the GeForce RTX 5080 for $999; the RTX 5070 Ti for $749; and the RTX 5070 for $549. All of these graphics cards will be available for sale later this month.

NVIDIA stated that the RTX 50 series chips will support a feature called DLSS 4, which uses AI to improve game frame rates and can display more facial details, providing users with better visuals and higher resolutions.

Jensen Huang specifically mentioned that the RTX 5070 graphics card, priced at only $549, will perform comparably to last year's RTX 4090 GPU, which was priced at $1600. He remarked, "Without AI, this would be impossible."

"We use GeForce to realize AI, and now AI is completely transforming GeForce. The new generation of DLSS can generate content beyond frames; it can predict the future," Jensen Huang stated in his keynote speech.

Jensen Huang also introduced gaming laptops equipped with the aforementioned graphics cards, priced between $1299 and $2899. The laptops will start shipping in March of this year.

Blackwell has been fully put into production.

After the major GPU new product launch was completed, Jensen Huang allocated more time in his speech to discuss the broader field of AI.

Jensen Huang first discussed how the enormous demand for computing power in the era of AI development has driven the market's substantial demand for NVIDIA's Blackwell.

He specifically held up an enlarged Blackwell GPU to make an explanation—by the way, he humorously struck a pose as if holding a shield when lifting the enlarged GPU, accompanied by passionate background music.

Jensen Huang confirmed that although there were some obstacles in 2024, the Blackwell chips have finally gone into full production.

Will AI become a digital workforce?

Next, Jensen Huang shifted the Topics to AI Agents. He played a video demonstrating the work AI agents can assist with – from search assistants, factory Operation to employee management, financial analysis, and more.

Jensen Huang stated, "This will be the next huge AI application, AI agents ‘could bring trillions of dollars in business opportunities.'"

He predicted that in the future, AI agents will work alongside company employees as a digital workforce, "In many ways, the IT department of every company will be like the Human Resources department of AI agents!"

However, the audience seemed rather indifferent to Huang Renxun's grand "vision," and he quipped, "It seems this didn't leave a deep impression on you." He then shifted the Topics to the next "vision" - Physical AI.

Huang Renxun officially announced the new Physical AI model Cosmos.

Jensen Huang officially announced NVIDIA Cosmos, a global foundational model aimed at understanding the physical world.

Jensen Huang stated that the model was trained on 20 million hours of video, designed to "teach AI to understand the physical world."

Jensen Huang mentioned that the Cosmos model will come in three sizes: Nano, Super, and Ultra.

He indicated that developers could create 3D scenes using Omniverse and then convert them into realistic scenes with Cosmos. They could generate multiple models simultaneously to help robots figure out the best ways to complete tasks.

Cosmos will be open-sourced on GitHub, and Jensen Huang expressed his hope that it could be as influential as Llama 3.

Jensen Huang demonstrated the applications of Cosmos in areas like factory management and autonomous driving through video:

"In the future, every factory will have a Digital Twin, and each Digital Twin will operate exactly like the real factory."

AI empowers autonomous driving.

The next Topics focus on autonomous driving. Jensen Huang revealed that NVIDIA's next generation automotive processor is named Thor, which is now fully in production. Its computing power is 20 times that of the previous generation automotive processor Orin. Thor is also suitable for traditional Siasun Robot&Automation.

Jensen Huang also announced that Toyota will collaborate with NVIDIA to produce the next generation of autonomous vehicles. Jensen Huang stated:

With the success of Waymo and $Tesla (TSLA.US)$it is clear that autonomous vehicles have arrived.

AI ROBOT.

Jensen Huang then talked about AI robots. He displayed over a dozen AI robots from different companies on the big screen and showcased how NVIDIA assists in training these AI robots:

"What are the key capabilities? How do you train these robots? It's easy for Autos - just drive them - but demonstrating to robots how humans work is much more labor-intensive."

Jensen Huang unveiled Project Digits.

At the end of the speech, Jensen Huang showcased a super-small NVIDIA AI supercomputer - Project Digits.

The computer is based on a new chip called GB110 - the smallest Blackwell GPU produced by NVIDIA. Jensen Huang revealed that the GB110 is in production and developed in collaboration with MediaTek.

Project Digits also features 20 Arm CPU cores. Jensen Huang expects Project Digits to be launched around May. It can serve as a small workstation or work in conjunction with existing PCs.

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Editor/Rocky