Great Hill Capital Chairman Thomas Hayes joins Varney & Co. to discuss NVIDIA unveiling new products and his outlook for the Magnificent Seven.
Nvidia CEO Jensen Huang said the artificial intelligence (AI) revolution is on the verge of delivering breakthroughs in robotics, while delivering remarks Monday at the annual Consumer Electronics Show conference in Las Vegas.
“The ChatGPT moment for general robotics is just around the corner,” Huang said in reference to the impact of OpenAI’s ChatGPT spurring broader interest in generative AI technology with the release of a conversational AI chatbot in late 2022.
“In fact, all of the enabling technologies that I’ve been talking about is going to make it possible for us in the next several years to see very rapid breakthroughs, surprising breakthroughs in general robotics.”
Huang said AI tools will help facilitate the growth of general robotics technologies in areas like information technology, self-driving cars and humanoid robots that can help automate more of the work performed in manufacturing facilities and warehouses.
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CEO Jensen Huang holds Nvidia’s Drive Thor processor as he delivers a keynote address at the Consumer Electronics Show in Las Vegas on Jan. 6, 2025. (Patrick T. Fallon/AFP via / Getty Images)
“Now the reason why general robotics is so important is whereas robots with tracks and wheels require special environments to accommodate them, there are three robots, three robots in the world that we can make that require no greenfields. Brownfield adaptation is perfect,” Huang explained. “If we could possibly build these amazing robots, we could deploy them in exactly the world that we’ve built for ourselves.”
“These three robots are one, agentic robots and agentic AI, because they’re information workers. So long as they could accommodate the computers in our offices, it’s going to be great. Number two, self-driving cars. And the reason for that is we spent 100-plus years building roads and cities. And then, number three, humanoid robots,” Huang said.
The Nvidia CEO added that advances in robotics to enable these three uses will lead to “the largest technology the world’s ever seen” and he added that the company thinks the “robotics era is just around the corner.”
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Jensen Huang, co-founder and chief executive officer of Nvidia, holds up the company’s AI accelerator chips for data centers. (Akio Kon/Bloomberg via / Getty Images)
“The critical capability is how to train these robots. In the case of humanoid robots, the imitation information is really hard to collect, and the reason for that is, in the case of car, you just drive it, we’re driving cars all the time,” Huang noted.
“In the case of these humanoid robots, the imitation information, the human demonstration is rather laborious to do. So we need to come up with a clever way to take hundreds of demonstrations, thousands of human demonstrations, and somehow use artificial intelligence and omniverse to synthetically generate millions of synthetically generated motions. And from those motions, the AI can learn how to perform a task,” he explained.
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Nvidia’s growth has surged in recent years, making it one of the largest U.S. companies by market capitalization. (David Paul Morris/Bloomberg via / Getty Images)
Huang’s presentation then showed how Nvidia’s Isaac Groot initiative provides developers of AI-enabled humanoid robots with technology elements, including foundation models, data pipelines, simulation frameworks and a Thor robotics computer.
The technologies allow developers to have skilled human workers to capture data for training robots without having a robot present by capturing motion trajectories and creating robot policies. Developers can then do software testing and validation in a simulation mode before it’s deployed to a real robot.
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“Nvidia Isaac Groot, this is our platform to provide technology elements to the robotics industry to accelerate the development of general robotics,” Huang said.
