Steve Jobs' successor: Nvidia CEO Jensen Huang’s sensational presentation at GTC2025

Steve Jobs' successor: Nvidia CEO Jensen Huang’s sensational presentation at GTC2025

  • 19.03.2025 09:00
  • en.as.com
  • Keywords: AI, Nvidia

Nvidia CEO Jensen Huang delivered a captivating keynote at GTC2025, dubbed the "Super Bowl of AI," showcasing advancements in artificial intelligence, including a new physics engine for humanoid robots and the Blackwell AI chip.

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Estimated market influence

Nvidia

Nvidia

Positivesentiment_satisfied
Analyst rating: Strong buy

Nvidia is a leading company in AI computing. Their Blackwell chip and partnership with Disney Research and Google DeepMind on humanoid robots highlight their innovation.

Apple

Apple

Negativesentiment_dissatisfied
Analyst rating: Buy

While not directly mentioned, Apple's valuation was referenced as being outgrown by Nvidia, indicating potential competition or shift in market dynamics.

Context

Business Insights and Market Implications Analysis

Business Insights

  • Nvidia's Valuation: Nvidia is currently valued at $3.5 trillion, surpassing Apple in market valuation.
  • Jensen Huang's Leadership: Often compared to Steve Jobs, Huang is known for his long-term vision and innovation-driven leadership style.
  • Product Launches:
    • Blackwell AI Chip: In full production, 2.5 times faster than the H100 chip.
    • Blackwell Ultra: Set for release in late 2025, with 1.5x more memory and 2x bandwidth improvement.

Market Implications

  • AI Computing Dominance: Nvidia solidifies its position as the leading company in AI computing, further distancing competitors like AMD.
  • Humanoid Robotics Expansion: Partnership with Disney Research and Google DeepMind to develop Newton, an open-source physics engine for humanoid robotics simulation. This could revolutionize robot learning and precision tasks.
  • Simulation-to-Reality Gap: Huang's focus on bridging the gap between simulation and real-world applications positions Nvidia at the forefront of robotics innovation.

Competitive Dynamics

  • Market Leadership: Nvidia's valuation surpassing Apple highlights its dominance in AI and computing technologies.
  • Strategic Partnerships: Collaborations with major tech players like Disney and Google DeepMind underscore Nvidia's strategic approach to expanding its influence in emerging technologies.

Strategic Considerations

  • Innovation Focus: Emphasis on continuous innovation, as seen with the development of advanced AI chips and humanoid robotics.
  • Long-Term Vision: Similar to Steve Jobs' approach, Huang prioritizes visionary products over short-term gains, fostering a culture of creativity and technological advancement.

Long-term Effects & Regulatory Impact

  • Industry Standards: Nvidia's advancements in AI and robotics may set new industry standards, influencing future technology development.
  • Regulatory Considerations: As humanoid robots and advanced AI systems become more prevalent, there could be increased regulatory scrutiny to address ethical and safety concerns.