A visual guide to the key points of Jensen Huang's speech

Wallstreetcn
2025.03.19 00:51
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Jensen Huang emphasized several advancements in AI technology during his speech, including Blackwell Ultra's inference performance being 40 times higher than Hopper, expected to launch in 2025; Llama Nemotron model optimizing AI inference; Isaac GR00T N1 open-source robot AI model; DGX Spark and DGX Station enabling local LLM training; General Motors collaborating with NVIDIA to develop autonomous driving technology; silicon photonic networks enhancing AI factory efficiency; Vera Rubin and Rubin Ultra GPUs driving improvements in AI data center costs and efficiency; and the CUDA-X library increasing engineering simulation speed on super chips

→ Blackwell Ultra's inference performance is 40 times higher than Hopper, improving AI factories and inference AI systems. It will be launched in the second half of 2025.

→ The Llama Nemotron model optimizes AI inference for multi-step problem solving in commercial and technical applications.

→ Isaac GR00T N1 is an open-source robotic AI model announced for the robotics and automation field.

→ DGX Spark and DGX Station bring Grace Blackwell AI to the desktop, enabling local LLM training.

→ General Motors collaborates with NVIDIA to develop AI autonomous driving technology, factories, and robots.

→ Silicon photonic networks (Spectrum-X, Quantum-X) increase AI factory efficiency by 3.5 times and network resilience by 10 times.

→ NVIDIA Vera Rubin and Rubin Ultra GPUs will drive cost and efficiency improvements in AI data centers from 2026 to 2027.

→ The CUDA-X libraries running on GH200 and GB200 superchips have increased engineering simulation speeds by 11 times.