Nvidia is driving the current wave of generative AI, and CEO Jensen Huang says robots will be next.
“The next wave of artificial intelligence is physical artificial intelligence,” Huang said on Sunday ahead of COMPUTEX, an annual technology trade fair in Taiwan. “Artificial intelligence that understands the laws of physics, artificial intelligence that can operate among us.”
Physical AI is “models that can understand instructions and independently perform convoluted tasks in the real world,” Nvidia says. Corporate Isaac The AI robot development platform is already used improve efficiency in factories and warehouses, including BYD Electronics and Siemens. According to the company, Isaac is used to research, develop and produce “tens of millions” of autonomous AI-powered machines and robots, including industrial weapons and humanoids.
“Robotics is here. Physical AI is here. This is not science fiction and is used all over Taiwan. It’s just really electrifying,” Huang said.
Currently, over five million pre-programmed robots are being tested and approved around the world, including: digital twin simulations in Nvidia UniverseAccording to Nvidia, for exploit in factories.
“All factories will be automated,” Huang said. “Factories will coordinate robots, and these robots will produce products that are robotic.”
Huang also announced Nvidia’s plans for AI chips — just a few months after the long-awaited model was unveiled Blackwell Platform in March. The Blackwell Ultra chip is expected to arrive in 2025, and the next-generation AI chip platform, Rubin, will arrive in 2026, Huang said. The up-to-date Rubin platform will include up-to-date graphics processors, or graphics processors, a up-to-date central processing unit (CPU) called Vera, and advanced network chips.
Huang said Nvidia follows an “annual cadence” of announcing up-to-date chips. He also announced this during the company’s press conference profits for the first quarter call for fiscal 2025. The chipmaker exceeded Wall Street expectations, reporting record revenue of $26 billion, up 262% from the previous year.
