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Nvidia CEO Jensen Huang unveils new Rubin AI chips at GTC 2025

Nvidia CEO Jensen Huang unveils new Rubin AI chips at GTC 2025

  • 18.03.2025 16:47
  • techxplore.com
  • Keywords: AI, Artificial Intelligence, Nvidia, Robotics, Synthetic Data, Autonomous Vehicles

Nvidia CEO Jensen Huang announced new AI chips, Blackwell Ultra and Rubin, at GTC 2025. The chips aim to advance AI capabilities, with Rubin set for 2026. Huang highlighted the shift toward agentic AI, which understands context and reasoning, and emphasized synthetic data's role in training next-gen robotics systems.

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Estimated market influence

Nvidia

Nvidia

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Analyst rating: Strong buy

Announced new AI chips, Blackwell Ultra and Rubin. Projected data center revenue to reach $1 trillion by 2028. Leading in AI advancements with focus on physical AI for robotics. Developing Isaac GR00T N1 and Cosmos models. Collaborating with General Motors on self-driving cars. Launching Halos system for autonomous driving safety. Partnering with Google DeepMind and Disney Research on Newton physics engine.

General Motors

General Motors

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Analyst rating: Buy

Collaborating with Nvidia to integrate their technology in new self-driving cars, using both Omniverse and Cosmos for AI training.

Context

Analysis of Nvidia's GTC 2025 Announcements: Business Insights and Market Implications

Key Facts and Figures

  • Date: Tuesday at GTC 2025 (dubbed the "Super Bowl of AI")
  • Speaker: Jensen Huang, Nvidia CEO
  • GPU Demand: Surging from top four cloud service providers
  • Revenue Projection: Nvidia expects $1 trillion in data center revenue by 2028

AI Evolution and Market Impact

  • AI Progression: From perception to generative AI, now to agentic AI (capable of reasoning and context understanding)
  • Next Wave: Robotics driven by "physical AI" that understands concepts like friction and inertia
  • Market Expansion: Each AI phase opens new opportunities for growth

Robotics and Synthetic Data

  • Synthetic Data Generation: Key breakthrough enabling faster AI learning without human training loops
  • Isaac GR00T N1: Open-source foundation model for robot development, paired with updated Cosmos AI for simulated training data
  • Cost Efficiency: Nvidia's tech promises cheaper alternatives to traditional data collection (e.g., car road experiences)

Product Launches and Innovations

  • Blackwell Ultra: Next-gen GPU architecture launching in H2 2025
  • Rubin AI Chip: Successor to Blackwell, expected late 2026
  • Rubin Ultra: To launch in 2027
  • Halos System: AI solution focused on autonomous driving safety

Strategic Partnerships and Industry Impact

  • General Motors Collaboration: Integration of Nvidia's technology into self-driving cars using Omniverse and Cosmos for AI training
  • Academic Engagement: Open-source platforms like Isaac GR00T N1 enable broader participation in robotics research

Automotive Innovations

  • Autonomous Driving Safety: Halos system addresses critical safety needs in automotive AI
  • Simulation Tools: Nvidia's Omniverse platform enhances realism in AI training environments

Future Developments and Competitive Landscape

  • Newton Physics Engine: Open-source project with Google DeepMind and Disney Research for realistic robotics simulation
  • Generalist Robotics Era: Suggests a shift toward versatile, context-aware robots across industries

Long-Term Effects and Industry Implications

  • Accelerated Innovation: Synthetic data and open-source platforms could democratize AI development
  • Regulatory Considerations: Potential future regulations on synthetic data and autonomous systems
  • Competitive Advantage: Nvidia's comprehensive ecosystem positions it as a leader in AI hardware, software, and services

Conclusion

Nvidia's announcements at GTC 2025 signal a strategic push to dominate the next wave of AI innovation, particularly in robotics and autonomous systems. The focus on synthetic data, open-source platforms, and partnerships underscores a long-term vision to shape the future of computing and robotics, with significant implications for industries ranging from automotive to cloud services.