AI was unsurprisingly the star of the show at the 2025 Consumer Electronics Show (CES) in Las Vegas.1 It is fitting, therefore, that the backbone of the AI revolution gave the keynote speech: Nvidia CEO Jensen Huang. Huang’s keynote illustrated that it is more than just a chipmaker as it is poised to use AI to dominate across sectors, from automotive and gaming to healthcare and robotics. Nvidia revealed three key innovations at this year’s CES that back up those claims.
1. Superchip and Project DIGITS
Nvidia’s new AI superchip, GB10, is a smaller version of the GB200 chip used by the major tech heavy-hitters like Amazon, Google, Meta, Microsoft, and Tesla.2 The superchip will be available in an accessible format: Nvidia’s own desktop, Project DIGITS. Project DIGITS will have 128GB of memory and 4TB of storage all for the low, low price of $3,000.3 Huang touts that this compact, portable AI cloud computing system can be used by AI researchers, data scientists, and machine learning engineers instead of their ill-equipped PCs.
2. Cosmos Platform and Autonomous Vehicle Tech
Nvidia is banking on automotive becoming “one of the largest robotics industries in the world and one of the largest computing industries in the world.4” At CES 2025, Huang announced that Toyota and Aurora will be using its autonomous vehicle technologies, including the new DRIVE Thor chip built specifically for the industry.4 The well-rounded company already generates $5 billion per year on its self-driving vehicle package.4
But Nvidia is taking their automotive footprint a step further and expanding into robotics with its new Cosmos platform. The Cosmos platform will make it easier for others to develop physical AI products like robots and self-driving cars. It uses AI models to simulate real-world conditions so robot- and car-makers can simulate their innovations in virtual settings.2 It’s an innovation likely to save other innovators time and money while providing applications across multiple industries.
3. Gaming Graphics Cards
Lastly, Nvidia has not forgotten its roots in gaming. The third major innovation Huang announced in his keynote speech was the launch of the new and improved GeForce RTX 50 series of graphics cards. The new graphics cards rely on predictive AI pixel generation technology for advanced performance over the previous model.
Nvidia is one of the top holdings in the TrueShares Technology, AI and Deep Learning ETF (LRNZ), an actively-managed, concentrated portfolio of category killers who incorporate advanced and significant levels of AI into their business.
For more information and a full list of holdings, visit: www.true-shares.com/lrnz/
- https://www.forbes.com/sites/charliefink/2025/01/10/ces-2025-a-year-of-ai-hype-and-quiet-evolution/
- https://finance.yahoo.com/news/nvidia-ceo-jensen-huangs-ces-keynote-top-3-takeaways-044257501.html
- https://venturebeat.com/ai/the-best-ideas-products-and-services-of-ces-2025-the-deanbeat/
- https://finance.yahoo.com/news/ces-2025-how-autos-stole-the-show-214942731.html