GoKawiilWe're moving into Day 3 of Nvidia GTC, the chip-making giant's biggest conference of the year. CEO Jensen Huang took the stage for nearly three hours on Monday, introducing the new Vera CPU, DLSS 5 upscaling program and NemoClaw, a new AI agent platform whose name is inspired by OpenClaw. That's just the tip of the iceberg.
The best part of Nvidia's Monday keynote was when an Olaf droid joined Huang on stage. It's part of an Nvidia-Disney partnership to bring robotics and AI together. It's the latest step in Nvidia's physical AI journey, which it has been talking about a lot this year. The robotic Frozen snowman will be wandering around some overseas Disney parks later this year.
Huang also said he expects to see $1 trillion in orders for its Blackwell and Vera Rubin systems through 2027, raising previous estimates. But it isn't as audacious coming from a company that's valued at an eye-watering $5 trillion and is the world's biggest company by market cap. Nvidia's chips are among the most in-demand resources for companies to build and maintain their AI models. Along with the massive level of spending in the tech industry, Nvidia's skyrocketing valuation has many financial and tech experts worried about an AI "bubble."
This year will likely be a turning point for AI stalwarts such as Nvidia. Tech companies are pouring cash into data center construction to handle demand for AI services and create enough energy to power their AI ambitions. Environmental and labor concerns abound, along with very real worries that AI disruptions in the workplace will leave many folks without jobs.
Nvidia has been the leader in AI chip production and, therefore, the backbone of companies like OpenAI, Google and Anthropic. Everything the company says and does gives us insight into where this complex, still-evolving industry may be headed next.