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Jensen Huang has a big vision for Nvidia (NVDA) , as big a vision as one can find in any U.S. company.
He wants to protect and expand the company's giant position over the next three years with a new version of its already successful Blackwell Graphic Processing Unit and broaden Nvidia's reach into analytic software, robotics, and automotive areas.
Huang's two-hour presentation March 18 at the week-long Nvidia GTC Conference was well-received by its 25,000-plus attendees.
Attendees included Michael Dell, CEO of Dell Technologies (DELL) , Bill McDermott, CEO of Service Now (NOW) and Young Lu, the CEO of Fox Conn, the Taiwanese fabricator of chips and other tech equipment.
The event, first held in 2009, is often touted as "Woodstock of Artificial Intelligence."
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Wall Street was a different matter. Nvidia shares were off nearly 3.5% on the day.
But technology stocks were weaker overall.
Nvidia's product announcements included:
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Blackwell Ultra, a souped-up version version of its Blackwell system, which already is a hit with the tech industry.
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The next generation GPU system, Vera Rubin, due in 2026 and a Vera Rubin Ultra version, due in 2027.
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Two new workstation computers — DGX Spark and DGX Station — both designed to work with artificial intelligence applications and integrate with cloud servers.
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AI-based software that makes, say, warehouses and manufacturing plants more efficient by building virtual models of the facilities and test outcomes before construction or renovation.
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Development of Dynamo, an open-source software that Huang said would be the operating system of artificial intelligence.
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A platform called Isaac GR00T N1 that will “supercharge humanoid robot development.”
The Vera Rubin system is named for the late astronomer who theorized the existence of dark matter in the universe. The Blackwell GPU is named for the late David Blackwell, a renowned mathematician and expert in statistics.
In addition, the company announced it will work with General Motors (GM) in three areas:
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Add robots to the auto giant's production processes.
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Provide software to design better vehicles, especially electric vehicles.
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Produce artificial intelligence applications for use in the vehicle.
Other companies that have partnered with Nvidia on advanced driver-assistance systems include Chinese EV maker BYD, German carmaker Mercedes-Benz, and U.S. EV startup Rivian (RIVN) .