Nvidia revealed a slate of new products at CES 2025, a major annual tech conference in Las Vegas, as part of its strategy to expand its technology offerings beyond data centers. The announcements, made by CEO Jensen Huang, included artificial intelligence (AI) tools for training robots and self-driving cars, new gaming chips, and the company’s first desktop computer.

Cosmos Foundation Models for Robotics and Cars

According to a report from Reuters, one of the standout announcements was Nvidia's Cosmos Foundation models, which generate photorealistic video to train robots and autonomous vehicles. These models use synthetic data to replicate the physical world, reducing the reliance on conventional methods like real-world video collection or manual robot training. Users can input a text description to generate video that obeys the laws of physics.

Jensen Huang compared Cosmos' potential in robotics and industrial AI to the impact of Meta Platforms' Llama 3 language models in enterprise AI. Cosmos will be available under an open license, similar to Llama 3, aiming to make the technology widely accessible.

However, analysts expressed caution about the potential impact of robotics on Nvidia's revenue. Vivek Arya, an analyst at Bank of America, noted that challenges such as affordability and reliability could limit its market adoption, potentially relegating it to a niche opportunity akin to the metaverse or autonomous vehicles.

New Gaming Chips and RTX 50 Series

Nvidia also introduced the RTX 50 series, a new generation of gaming chips based on its Blackwell AI technology. These chips aim to enhance video game graphics with features like realistic shaders and improved facial rendering. Prices for the chips range from $549 to $1,999, with top-tier models set for release on January 30 and lower-tier models arriving in February.

Ben Bajarin, CEO of technology consultancy Creative Strategies, suggested that the new gaming chips could boost Nvidia’s short-term sales as the gaming industry continues to seek advancements in visual fidelity.

Project DIGITS: Nvidia’s First Desktop Computer

Huang unveiled Nvidia's first desktop computer, dubbed Project DIGITS. Priced at $3,000, the machine is targeted at software developers and equipped with AI-focused hardware, including a central processor developed in collaboration with Taiwan’s MediaTek (2454.TW). The desktop, which runs an Nvidia Linux-based operating system, is expected to be available in March.

Automotive Advances and Partnerships

In the automotive sector, Nvidia announced that Toyota Motor (7203.T) will use its Orin chips and automotive operating system for advanced driver assistance in several models. Although specific models were not disclosed, Huang projected that Nvidia’s automotive hardware and software revenue would grow from $4 billion in fiscal 2025 to $5 billion in fiscal 2026.

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