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NVIDIA open-sources the world's foundational models, humanoid robots accelerate towards the 'ChatGPT moment'.
① Recently, NVIDIA launched the physical AI model Cosmos, which is capable of predicting environments such as warehouses and road conditions to train Siasun Robot&Automation; ② According to NVIDIA's disclosed list, the first batch of users for Cosmos includes manufacturers such as 1X, Agility, Figure AI, and Xiaopeng Autos; ③ Brokerages believe that in the collection methods of training data for humanoid robots, synthetic data will greatly promote the development of robots.
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NVIDIA has dropped significantly, and investors feel there were issues with Jensen Huang's CES speech. It was all just 'show' without any substantial content.
In this fiscal year, NVIDIA's Datacenter Business revenue is expected to reach 113 billion USD, while the revenue from the second largest business segment, Gaming, is still less than 12 billion USD. The Datacenter will be the dominant factor for NVIDIA's stock price for a long time. However, Jensen Huang's speech provided almost no substantial information about Datacenter Chips, only stating that the Blackwell AI Chip has been fully put into production.
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