Posted January 08, 2025
By Davis Wilson
Live from Las Vegas – Your Exclusive Access
Monday night, Nvidia CEO Jensen Huang unveiled an exciting array of new AI technology that will advance robotics, AI data centers, autonomous vehicles, AI personal computers and more.
I was in attendance.
The arena where Huang spoke was a madhouse, absolutely packed and brimming with excitement.
Huang talked about a lot of exciting things during his keynote, but here are the main takeaways that have the place buzzing so far…
First off, Nvidia’s latest Blackwell AI chip is in full production after (wrongful) delay/malfunction rumors. In other words, the race to build bigger, faster, better AI models is only gaining steam.
Here’s another big takeaway: AI is making GPUs cheaper and more efficient, and it’s giving Nvidia an even bigger moat over its competition.
During his keynote address, Huang used the company’s new, updated gaming GPUs as an example: Previous models were being sold for $1,599. The new model is $549, and that cheaper price tag is all thanks to the efficiency created by AI in the design and manufacturing process.
Nvidia is also hyper-focused on creating the world’s first physical AI model for robotics and industrial AI called Nvidia Cosmos.
If you think large language models like ChatGPT or Grok take a lot of data, compute, and training, now apply all that to the physical world.
Nvidia is going to lead this buildout, too, which analysts expect could create another $1 trillion opportunity for the company.
Jensen even stated that: “The ChatGPT moment for general robotics is just around the corner.”
Huang discussed the company’s AI Blueprints model of agentic AI for businesses which includes the ability to create custom podcasts from PDFs, and handle video search, summaries and analysis so developers can build, test and run AI agents anywhere.
Nvidia is also helping advance the development of autonomous vehicles with its new DRIVE Hyperion AV platform. The platform integrates chip, sensor and safety systems into a single platform that’s already being used by Mercedes-Benz and Volvo, among others.
And Huang also revealed more details about Project DIGITS, the company’s effort to put an AI supercomputer into the hands of individuals with just a PC.
The bottom line is that AI is advancing across the board and a whole new crop of exciting innovations are coming down the line in the near future, thanks to the leader in AI – Nvidia.
After initially rallying in early trading, the stock sold off yesterday in a classic “Sell the news” fashion.
I’m not deterred, however.
The AI revolution is still just getting started, and Nvidia will certainly lead the charge.
That’s why NVDA is still at the top of my high-quality list. And I’m looking forward to trading it higher for a rebound on my way to $1 million.
Stay tuned to The Million Mission as I continue bringing the world’s largest tech conference straight to your inbox.
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