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Nvidia Unveils GB10 Superchip and AI-Centric Announcements at CES

Nvidia’s Vision for AI Software Offerings

At the highly-anticipated keynote speech at the 2025 Consumer Electronics Show (CES) in Las Vegas on Monday, Nvidia CEO Jensen Huang laid out his vision for the company’s AI software offerings. The event marked a significant milestone for Nvidia, as it unveiled its GB10 superchip and other innovative AI-centric announcements.

Introducing the GB10 Superchip

Nvidia’s new GB10 superchip is set to revolutionize the world of computing. This powerful chip will be available in a small desktop system called Project DIGITS, which will hit the market in May 2025. The system will start at an impressive $3,000 (£2,392.80), making it an attractive option for tech enthusiasts and professionals alike.

Open Model License Cosmos Platform

In addition to the GB10 superchip, Nvidia also debuted its open model license Cosmos platform for developing physical AI systems. These cutting-edge technologies include humanoid robots and self-driving robots, which have the potential to transform various industries. The Cosmos platform will enable developers to create innovative AI solutions with ease, further solidifying Nvidia’s position as a leader in the field.

Market Reaction

Ahead of Huang’s speech, Nvidia shares closed at an all-time high of $149.43 on Monday, with the stock increasing by nearly another 2% in pre-market trading on Tuesday. Russ Mould, investment director at AJ Bell, commented on Nvidia’s success: "Nvidia’s runaway success means it has high expectations to meet on everything it does." The launch of its next-generation gaming chips was always going to be a pivotal moment, and true to form, Nvidia has unveiled something that promises to be faster and better than what’s already on offer.

Microsoft Invests $3bn in AI Capabilities

Meanwhile, Satya Nadella, CEO of Microsoft, reportedly announced plans to invest $3 billion in its AI and cloud computing capabilities in India. The investment is expected to span over two years and will focus on developing AI solutions for various industries. Nadella stated: "The diffusion rate of AI in India is exciting." This move is part of Microsoft’s broader efforts to expand its presence in the Indian market.

Microsoft’s AI Ambitions

Last week, Microsoft announced plans to invest $80 billion in AI data centers. The company aims to train 10 million people in AI by 2030 as part of this initiative. Despite this update, Microsoft shares were little changed in pre-market trading on Tuesday morning.

Meta Appoints New Board Members

Social media giant Meta made headlines after announcing the appointment of Dana White, CEO of the Ultimate Fighting Championship (UFC), to its board. Former Microsoft executive Charlie Songhurst and Exor’s John Elkann will also join the board. Mark Zuckerberg, CEO of Facebook-parent Meta, stated: "Dana, John, and Charlie will add a depth of expertise and perspective that will help us tackle the massive opportunities ahead with AI, wearables, and the future of human connection." This move comes as Meta continues to expand its presence in emerging technologies.

Meta’s Growing Interests

The appointments come just days after former UK deputy prime minister Sir Nick Clegg stepped down from his role as Meta’s president of global affairs. His replacement, Joel Kaplan, will bring a unique perspective to the company. Meta has been actively exploring new technologies and expanding its reach in various markets.

Other Notable Announcements

Several other companies made notable announcements on Tuesday 7 January:

  • Micron Technology (MU) reported strong sales growth for the fourth quarter.
  • FuboTV (FUBO) announced a significant expansion of its global streaming service.
  • Disney (DIS) revealed plans to launch a new streaming platform in 2025.
  • Advanced Micro Devices (AMD) released updated financial guidance, citing increased demand for its products.
  • Sodexo (SW.PA) reported improved revenue growth and reaffirmed its full-year targets.
  • Volvo Car (VOLCAR-B.ST) announced plans to invest heavily in electric vehicle production.
  • Norwegian Air Shuttle (NAS.OL) reported a significant decline in passenger traffic due to the ongoing pandemic.

Conclusion

The 2025 Consumer Electronics Show has kicked off with a bang, as Nvidia unveiled its groundbreaking GB10 superchip and AI-centric announcements. The event marked a significant milestone for the company, solidifying its position as a leader in the field of artificial intelligence. As we look ahead to 2025, it will be exciting to see how these innovative technologies transform various industries and shape the future of computing.


Sources:

  • Nvidia
  • Microsoft
  • Meta
  • Micron Technology (MU)
  • FuboTV (FUBO)
  • Disney (DIS)
  • Advanced Micro Devices (AMD)
  • Sodexo (SW.PA)
  • Volvo Car (VOLCAR-B.ST)
  • Norwegian Air Shuttle (NAS.OL)

Related Stories:

  • Nvidia’s GB10 Superchip: A Revolutionary Leap in Computing
  • Microsoft Invests $3bn in AI Capabilities in India
  • Meta Appoints New Board Members to Drive Innovation

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