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Nvidia believes physical AI systems are a $50 trillion market opportunity

Jensen Huang, CEO of Nvidia, is giving a keynote on the Nvidia GTC Paris occasion, the place he mentioned Nvidia’s bodily AI techniques are poised to revolutionize industries, with a $50 trillion market alternative throughout factories, transportation, and humanoid robots.

The corporate’s automotive enterprise is anticipated to succeed in $5 billion this 12 months, with a trillion-dollar potential as all vehicles change into totally autonomous. However just one% of the vehicles on the highway at this time are L2+ succesful at this time — suggesting a big market alternative.

Nvidia introduced in Paris that its full-stack Drive AV software program is now in full manufacturing, beginning with the Mercedes Benz CLA sedan. It may allow merchandise starting from infotainment dashboards to AI-driven driving that makes use of automobile supercomputers. The corporate can also be increasing into industrial AI, partnering with Siemens and Deutsche Telekom to construct an industrial AI cloud in Germany.

Nvidia’s Halo security system is acknowledged by main certification our bodies, and new AI instruments and simulations are being launched to advance autonomous driving and robotics.

Nvidia mentioned it plans to launch Isaac Sim code as open supply this week.

Upcoming associate launches in Europe embody Volvo’s new ES 90 sedan (launching within the subsequent few months) and JLR’s next-generation fleet of vehicles, constructed on Nvidia’s full stack Drive AV platform. JLR will launch subsequent 12 months. That is the results of years of collaboration.

Nvidia can also be launch new AI instruments and simulation applied sciences, together with three new state-of-the-art Cosmos fashions for bettering AV software program efficiency in powerful circumstances.

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Nvidia’s telecom options

Nvidia’s Omniverse blueprint for AV simulation is being upgraded with a brand new characteristic referred to as Neural Reconstruction, making it simpler for AV builders.

Rev Lebaredian, VP of Omniverse and Simulation Expertise at Nvidia, mentioned there’s a rising want for bodily AI in factories and normal robotics.

“Now could be the period of bodily AI, and the requirement for bodily AI is barely rising,” he mentioned. Within the subsequent 5 years, we’ll have a labor scarcity of fifty million folks, he mentioned. Investing in bodily AI, in issues like humanoid robotics, is essential, he mentioned.

France, Italy, Spain and the U.Okay. are among the many nations constructing home AI infrastructure with an ecosystem of know-how and cloud suppliers, together with Domyn, Mistral AI, Nebius and Nscale, and telecommunications suppliers, together with Orange, Swisscom, Telefónica and Telenor. They’re all going to deploy greater than 3,000 exaflops of Nvidia Blackwell Programs for Sovereign AI.

Nvidia additionally introduced the enlargement of Nvidia DGX Cloud Lepton — an AI platform that includes a worldwide compute market that connects builders constructing agentic and bodily AI purposes — with GPUs now obtainable from a rising community of cloud suppliers.

And the corporate introduced that it’s teaming with mannequin builders and cloud suppliers throughout Europe and the Center East to optimize sovereign massive language fashions (LLMs), offering a springboard to speed up enterprise AI adoption for the area’s industries.

Nvidia’s three-computer answer for autonomous driving.

Nvidia introduced a collaboration with Novo Nordisk to speed up drug discovery efforts by means of
progressive AI use circumstances. The work helps Novo Nordisk’s settlement with DCAI to make use of the Gefion sovereign AI supercomputer.

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Siemens and Nvidia additionally mentioned they’re increasing their partnership to speed up the following period of
industrial AI and digitalization and allow the manufacturing facility of the long run.

“Fashionable producers face mounting strain to spice up effectivity, improve high quality and adapt swiftly to altering market calls for,” mentioned Jensen Huang, founder and CEO of Nvidia, in a press release. “Our partnership with Siemens is bringing Nvidia AI and accelerated computing to the world’s main enterprises and opening new alternatives for the following wave of business AI.”

Lastly, Nvidia introduced it’s constructing the world’s first industrial AI cloud for European producers. This Germany-based AI manufacturing facility will characteristic 10,000 GPUs together with Nvidia DGXTM B200 and Nvidia RTX PROTM Servers and allow Europe’s industrial leaders to speed up each manufacturing software, from design, engineering and simulation to manufacturing facility digital twins and robotics.

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