California-based tech giant Nvidia unveiled a lineup of new AI products at its annual GTC conference, including upgrades to its Blackwell microarchitecture, robotics and a partnership with General Motors for AI-fitted self-driving cars.
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00:00Welcome to the stage, NVIDIA founder and CEO, Jensen Huang.
00:05Another glimpse into the power of artificial intelligence
00:09at leading California-based tech giant NVIDIA's annual conference, GTC.
00:14It's Taiwan-born CEO, Jensen Huang,
00:17revealing new and updated AI chips
00:20with upgrades to Blackwell micro-architecture.
00:23This is the most extreme scale-up the world has ever done.
00:29And introducing its next AI superchip, the Vera Rubin, set for next year.
00:35But stealing the show, a breakthrough in robotics.
00:43This bot, a collaboration with DeepMind and Disney,
00:47and a foundation model for humanoids.
00:50I told you the progress of our robotics has been making enormous progress.
00:55And today we're announcing that Groot N1 is open-sourced.
01:02Thousands of industry reps from around the world flocked to the San Jose event
01:08for a first-hand look at NVIDIA's new lineup,
01:11widely seen as the front line of innovation for the sector.
01:15And being here, I think, really opens your eyes into what's,
01:19you know, we're just seeing the very, very tip of the iceberg.
01:23I tried to get into the keynote at the SAP Center today.
01:26Couldn't find the end of the line.
01:28I was like, I've been to like a Taylor Swift concert.
01:31It hasn't been this bad.
01:33But in the stock market, another story.
01:36Though NVIDIA has become one of the U.S.'s hottest stocks,
01:39thanks to booming AI, it slipped 3% on Tuesday
01:44and is down over 20% from its January peak,
01:48cutting into its market value by $800 billion U.S.
01:53Jensen today do a great job, just kind of presenting a lot of new products,
01:56his visions, a lot of like NVIDIA's ecosystem when it comes to AI.
02:01But people are worried, well, like you have all this amazing product,
02:04amazing ecosystem, but where is the customer?
02:08At least for 2025, if you look at the top four CSP,
02:12the call service platform company in the United States,
02:16their capex, their capital spending is actually continuing to increase.
02:19At least on that, you couldn't say the demand is decreasing.
02:24But I think the people is worried about like, OK, like beside this four CSP giants,
02:28like what's the other demand will come from?
02:31As doubts swirl over whether lofty investments in AI will eventually pay off,
02:36concerns over the U.S.'s economic outlook under President Donald Trump,
02:41another factor hanging over the stock market.
02:45But at least for NVIDIA, a full-fledged commitment to its vision for a future
02:50where AI is everywhere.
02:52Yixin Chen and Joyce Chen for Taiwan Plus.