Jensen Huang, CEO of Nvidia, is giving a keynote at the Nvidia GTC Paris event, where he said Nvidia’s physical AI systems are poised to revolutionize industries, with a $50 trillion market opportunity across factories, transportation, and humanoid robots.
The company’s automotive business is expected to reach $5 billion this year, with a trillion-dollar potential as all cars become fully autonomous. But only 1% of the cars on the road today are L2+ capable today — suggesting a significant market opportunity.
Nvidia announced in Paris that its full-stack Drive AV software is now in full production, starting with the Mercedes Benz CLA sedan. It can enable products ranging from infotainment dashboards to AI-driven driving that uses car supercomputers. The company is also expanding into industrial AI, partnering with Siemens and Deutsche Telekom to build an industrial AI cloud in Germany.
Nvidia’s Halo safety system is recognized by leading certification bodies, and new AI tools and simulations are being released to advance autonomous driving and robotics.
Nvidia said it plans to release Isaac Sim code as open source this week.
Upcoming partner launches in Europe include Volvo’s new ES 90 sedan (launching in the next few months) and JLR’s next-generation fleet of cars, built on Nvidia’s full stack Drive AV platform. JLR will launch next year. This is the result of years of collaboration.
Nvidia is also release new AI tools and simulation technologies, including three new state-of-the-art Cosmos models for improving AV software performance in tough conditions.
Nvidia’s telecom solutions
Nvidia’s Omniverse blueprint for AV simulation is being upgraded with a new feature called Neural Reconstruction, making it easier for AV developers.
Rev Lebaredian, VP of Omniverse and Simulation Technology at Nvidia, said there is a growing need for physical AI in factories and general robotics.
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