Focus on the Real World

One of the central elements is the new family of Cosmos AI models, designed for training humanoid robots as well as for use in autonomous vehicles. Unlike models like the well-known ChatGPT, Cosmos creates realistic videos of the physical world. Nvidia at the CES 2025 event held in Las Vegas, showcased the system’s ability to simulate complex tasks, using about 20 million hours of real-world actions, such as human walking and object manipulation. This can help experts teach their robots to better understand and adapt to their surroundings, enhancing their ability to perform tasks, especially in logistics and warehouses. Nvidia has also made progress in robotics by introducing the Mega Omniverse Blueprint tool, which, along with the Isaac robotic platform, helps optimize and improve robot movement. Companies like Agility, Figure AI, and KION Group are already incorporating these innovations into their robotic operations.

Striving for Wider Adoption

Creating such a system makes AI more adaptable and reliable, especially in areas where real-time decision-making is crucial, such as autonomous driving technology. According to Investors Business Daily, Cosmos will be first utilized by the transportation company Uber. The collaboration between the two companies will use Nvidia’s softwares and Uber’s data from millions of miles driven to enhance autonomous driving and foster broader adoption by other companies. Integrating these systems would save automakers time on expensive tests. Nvidia, however, is no stranger to the automotive industry. At the event, the company announced that new partners Toyota, Aurora, and Continental would join hundreds of companies already using Nvidia’s AI platforms for autonomous driving. Japanese automaker will use the Nvidia DRIVE AGX Orin platform and DriveOS system to power its next-generation vehicles with advanced driver-assist functions. Aurora and Continental will integrate Nvidia technologies into autonomous driving systems for mass-produced trucks. Nvidia expects its automotive business to grow to 5 billion USD by fiscal year 2026.

Architecture Beyond Data Centers

Nvidia became famous, especially in the gaming sector, for revolutionizing gaming with its GeForce graphics processors, a trend it continues today. The CEO, Jensen Huang, also unveiled the new GeForce RTX 50 line of chips at the event, in addition to the aforementioned new products. Gamers can look forward to top-tier AI architecture, Blackwell, available in both laptops and desktops. The GeForce RTX 50 series promises superior and more realistic graphics. AI will even add fine details, such as smudges on objects, to games. The new chips will be available to a wider audience, with prices starting at USD 550, reaching up to USD 2000 for the most expensive models. Desktop versions will hit the market by the end of January, while laptops will be available in March, priced between USD 1,300 and USD 3,000. Another new offering, Project Digits, presents a supercomputer available only to researchers and professionals. They will have access to the Grace Blackwell chip, simplifying their work with large language models.

Excitement Followed by Decline

Nvidia’s stock hit a historic high on January 6, 2025, surpassing USD 151 per share.* This surge highlights ongoing investor enthusiasm and market response to the company’s technological innovations and expanded product portfolio. However, the volatility of the market was evident when the stock later lost about 7%, closing at USD 140.14 on January 7, 2025.[1] *

Conclusion

Nvidia continues to solidify its position as a leader in AI and advanced technologies, now being integrated into a wide range of applications from computers to robotics and autonomous driving. It is clear that the California giant is constantly pushing the boundaries of what is possible. While Nvidia’s future looks promising, as reflected in its projections, it is important to remember that the stock market is unpredictable. [2]

[1] Price movements of Nvidia's shares over the past 5 years:* https://www.google.com/finance/quote/NVDA:NASDAQ?sa=X&sqi=2&ved=2ahUKEwiZtImXkuuKAxUUwAIHHZUFGUEQ3ecFegQIQxAf&window=5Y

* Past data is not a guarantee of future returns.

[2] Forward-looking statements represent assumptions and current expectations that may not be accurate or are based on the current economic environment, which may change. These statements are not guarantees of future performance. Forward-looking statements, by their nature, involve risk and uncertainty because they relate to future events and circumstances that cannot be predicted and actual developments and results may differ materially from those expressed or implied by any forward-looking statements.   

Warning! This marketing material is not and should not be construed as investment advice. Past performance data is not a guarantee of future returns. Investing in foreign currency may affect returns due to fluctuations. All securities transactions may result in both gains and losses. Forward-looking statements represent assumptions and current expectations that may not be accurate or are based on the current economic environment, which may change. These statements are not guarantees of future performance. InvestingFox is a trademark of CAPITAL MARKETS, o.c.p., a.s. regulated by the National Bank of Slovakia.

Sources:

https://www.wired.com/story/nvidia-cosmos-ai-helps-robots-self-driving-cars/

https://qz.com/nvidia-goes-all-in-on-ai-agents-and-humanoid-robots-at-1851733651

https://www.investors.com/news/technology/uber-stock-nvidia-autonomous-driving-partnership-robotaxi/

https://nvidianews.nvidia.com/news/toyota-aurora-continental-nvidia-drive

https://www.investing.com/news/stock-market-news/nvidia-ceo-set-to-take-stage-at-ces-just-after-shares-hit-record-high-3798902

https://finance.yahoo.com/news/nvidia-jensen-huang-says-ai-044815659.html