Jensen Huang's keynote at CES centers on the AI-driven modernization of computing, highlighting two simultaneous platform shifts: building applications on top of AI and reinventing software development through training on GPUs. He emphasizes the shift of R&D budgets towards AI, leading to massive industry investments. Huang spotlights advancements like agentic systems, physical AI, and open-source models, particularly DeepSeek R1, which are revolutionizing various domains. NVIDIA's role as a frontier AI model builder is underscored through its open-source contributions and high-performing models, facilitating the development of customizable AI agents. The discussion further covers physical AI, exemplified by Cosmos and Alpamayo, enabling robots and autonomous vehicles to reason and interact with the physical world. The presentation culminates with the unveiling of Vera Rubin, NVIDIA's new AI supercomputer, designed to meet the escalating computational demands of AI through extreme co-design and enhanced energy efficiency.
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