NVIDIA's Future: Robots and Bigger Chips

Dear Artisan,

This week is the Super Bowl for residents of San Francisco.

NVIDIA is hosting its annual GTC conference over the coming days, where it will share its plans for the future of the company and the industry itself.

CEO Jensen Huang kicked things off with his keynote yesterday, and the message was clear: the future is robots.

Let’s dive in.

The One Big Thing

What is the one big thing?

Look at the man pictured above. The fate of humanity is in this man’s hands.

I’m only sort of joking. After watching the first day of NVIDIA’s GTC conference, it’s easy to get the feeling that this company is on the path to invincibility. If AGI is the tool enabling the next industrial revolution, NVIDIA’s chips are the steel enabling the revolution to take place.

The Basics:

• Blackwell: a significant advancement in GPU technology, featuring a dual-chip design to create the biggest AI chip ever

• GR00T: a general-purpose foundation model for humanoid robots

• Hyperion 8: a production-ready platform that includes sensors, compute and software needed for AV development

• NIM: a new software platform designed to streamline the deployment of custom and pre-trained AI models into production environments

CEO Jensen Huang’s keynote shows that this is just the beginning for this company. Chips and compute are the infrastructure any AI company needs to build on, and NVIDIA has all of it.

Now, it has come time to expand their reach and broaden the stack within which they operate. NVIDIA’s chips are already used in most vehicles and used to power robotics across the world. They are pushing the boundaries further by creating their own robotics lab aimed at achieving AGI for robots. OpenAI, but for the physical world.

It’s hard to overstate how big of a deal this is. If there is one group in the world with the resources and capabilities to create a world model of the entire physical world (which is what an AGI would require), it will need so much compute that essentially every other company in the world is ruled out.

NVIDIA has one of the biggest competitive advantages of all time with its chip lead: if they get far enough along towards developing robust models for robotics, it will be impossible for anyone to come close to catching up, OpenAI included.

This is awe inspiring:

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