Huang talked at length about the potential to expand the business away from data centres, bringing its technology to consumer PCs and laptops. He also introduced what Nvidia is calling Cosmos foundation models that generate photo-realistic video that can be used to train robots and self-driving cars at a much lower cost than using conventional data.
This "synthetic" training data can be used to understand the physical world and promises to be much cheaper than gathering data as it is done at present with cars on the road used to gather video or having developers teach robots repetitive tasks.
Cosmos will be made available on an "open license," similar to Meta Platforms’ Llama 3 language models that are now widely used in the tech industry.
Huang also unveiled new gaming chips that use Nvidia's 'Blackwell' AI technology. The RTX 50 series is intended to give video games more realistic ‘movie-like’ graphics.
During his presentation Huang also showed off the company’s first desktop computer, called Project DIGITS. Intended for computer programmers it runs an Nvidia operating system based on Linux.
Huang also revealed that Toyota Motor will be using its Orin chips and automotive operating system to power advanced driver assistance in several models and he said that he expected automotive hardware and software revenue of $5 billion in fiscal 2026, up from an expected $4 billion this year.
It will be interesting to see whether these announcements will significantly boost sales.
