Nvidia CEO: Someday we’ll have 1B robotic cars on the road

Nvidia CEO Jensen Huang has predicted that one billion cars will be a billion car on the road and will have all robot machines.

Sounds like science fiction, but Huang said before “I’m scientist,” he said. On January 26, 2025, on January 220, 2025, NVIDIA made a statement on the conference with analysts related to FYQ4 profit. (Here’s our full report In earnings). The NVIDIA fund is up to $ 130.72 to $ 130.72 in the post-trade trade after the hour.

Colettey Kress, EU and CFO, said at the conference that the data center work increased by 93% a year ago and the Blackwell Ramp launched and Hopper chip sales also increased. Blackwell sales exceeded the expectations of Nvidia.

“This is the fastest product ramp in the company’s history, it is not visible and scale.” “Blackwell production is a full transmission in many configurations and simply growing supply,
Expanding the customer’s acceptance. Our Q4 Information Center bounced the calculation income in 18% sequence and over 2x years. Customers compete for the scale infrastructure scale to prepare the next generation models and open the next level of AI capabilities. “

With Blackwell, these clusters will be an ordinary case of starting with 100,000 graphics processing sections (GPU) or more. Posted for more than one infrastructure. The post preparation and model require software such as techniques such as fine regulation, reinforcement learning and tailoring models such as NVIDIA infrastructure and software. The llama writes more than 90,000 derivatives created from the Foundation.

The scale of the post training and model of model may require more computing orders from pre-training as a mass and collectively. And the result is accelerated by new thinking models, such as test time scales and Openai O3, DeepSeek and more. Kress said he expected China to stay in the sequence and Huang would be the same percentage as in China’s Q4. Attention is the half of the management in the control of the management.

NVIDIA said the costs of decreasing over the past two years have been reduced in the last two years. He said that the EU was expanded outside the digital world, the NVIDIA infrastructure and program platforms were accepted for the development of increased power robototics and physical AI. On top of that, the car’s vertical revenues are expected to grow.

As for the CES, the NVIDIA Cosmo World Fund Fund Model Platform has opened there and the Uber, including robotic company companies, is an intermediate.

From a geographical point of view, the increase in the potential growth of the information center was the strongest in the United States, which is managed by the initial ramp. The world countries build AI ecosystems and offer an investment in 200 billion euros in the requirement, the EU 200 billion euro investment initiative, the EU in the coming years.

Cress, as a percentage of the income of the General Information Center, said that the sales of the data center in China has been lower than the levels that appear before the export control. There is no change in the rules, NVIDIA, China believes that China will be on the same level for the data center solutions.

“We will continue to follow export controls when serving our customers.”

Game and AI PCS

Credit, $ 2.5 billion gambling revenue has reduced 22% and reduced the year by 11%.
Full year, $ 11.4 billion Income year increased by 9% and the demand for the strike remained strong. However, the Credit said that Q4 shipments are affected by the restriction of the supply.

“We are waiting for strong consistent growth in Q1 as the supply increases, new Geforce RTX is built for 50 Series Desktop and Laptop GPU, players, creators and developers.

RTX 50 series uses Blackwell architecture Blackwell architecture, fifth generation tensor nuclei and 4th generation RT Cores. The DLSS4 program increases up to eight frame rates from the previous generation by turning one frame to three.

The record of car revenues increased by $ 570 million, 27% in sequence and 103%. The full year, $ 1.7 billion in revenue increased by 55%. Strong growth continued by autonomous vehicles, including cars and robotics.

The world’s largest car manufacturer in CES, NVIDIA ORIN in NVIDIA ORIN, NVIDIA ORIN will build another generation of vehicles in NVIDIA ORIN. Kress, Nvidia, saw more higher engineering costs in the quarter because it was transported to the production of chips.

Nvidia will be $ 43 billion in FYQ1 revenues, in the information center and the network information center in the data center.

NVIDIA’s next major event, starting on March 17, Huang will deliver a key on March 18, the annual GTC conference started in California.

The training and conclusion asked about a tall line between, Huang, now a pre-training scale law, strengthening learning, post-training education or test-time calculation or thinking scales. These methods are at the beginning and will change over time.

“We are working in every model. We are not excellent in the training. Today, the vast majority of our report is in fact. And Blackwell is more performed when you think of thinking of thinking and exercise.” “But the really amazing thing has long been a high-thinking, test-time-based substantiation, AI models faster than 10S, 25 times higher.”

He said he was more enthusiastic today than it was in CES and 1.5 million components will enter each of the black and white rises. He said the work was not easy, but all the Blackwell’s partners did good. The total edges of the Blackwell Ramp will be at the percentage of the lower 70s.

“At this point, we are aimed at accelerating our production to make sure that we can provide our” Credit “to customers as soon as possible. Over time, the rude margins are an opportunity to improve the mid-70s in late this year.

Huang noted that the vast majority of the program will be based on the learning and accelerated calculation. According to him, the number of EU starters is still very lively and the agent is growing for an enterprise. For robotics and sovereign AI, the physical AI has increased for different regions.

Blackwell Ultra is expected as the “next train” in the second half of the year. The first Blackwell was “hiccups” that costs a few months and said he was completely recovered.

He went on top of NVIDIA’s rivals, and the program of the program was “incredibly tough” and sets up the stack until the end of the architecture and ecosystem sitting on the company’s architecture.

He asked about geographical differences, “Takeaway is a modern program. This is an incredibly modern program. I think the AI ​​is integrated into everywhere. It is safe to say that the AI ​​is integrated into every application. We are on the beginning only. “