Jensen Huang's keynote address at CES details the simultaneous platform shifts of AI and accelerated computing, highlighting the reinvention of the entire computer industry stack. Applications are now built on top of AI, requiring software to be trained rather than programmed and run on GPUs. This modernization represents a shift of trillions of dollars in computing and hundreds of billions in venture capital. Huang emphasizes the importance of open-source models, agentic systems, and physical AI, showcasing NVIDIA's contributions through projects like La Proteina, Earth 2, and Alpamayo. He introduces Vera Rubin, NVIDIA's new AI supercomputer, designed to address the increasing computational demands of AI with extreme co-design and revolutionary technologies like NVFP4 Tensor Core. The address underscores NVIDIA's role in enabling industries to revolutionize their processes with AI-driven solutions.
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