Nvidia Corporation Stock Price, News & Analysis

NVIDIA has announced new generative AI models and blueprints expanding NVIDIA Omniverse integration into physical AI applications. The announcement includes the launch of Cosmos World Foundation Models and new blueprints for industrial and robotic workflows.

Major tech companies including Accenture, Altair, Ansys, Cadence, Microsoft, and Siemens are among the first to integrate Omniverse into their products. Siemens announced the Teamcenter Digital Reality Viewer, powered by NVIDIA Omniverse libraries.

The company introduced new tools including USD Code and USD Search NVIDIA NIM microservices and the NVIDIA Edify SimReady model for automated 3D asset labeling. Four new blueprints were announced: Mega for robot fleet testing, Autonomous Vehicle Simulation, Omniverse Spatial Streaming to Apple Vision Pro, and Real-Time Digital Twins for Computer Aided Engineering.

NVIDIA has announced Cosmos, a new platform featuring generative world foundation models (WFMs), tokenizers, and video processing tools designed to advance physical AI systems development, particularly for autonomous vehicles and robots. The platform aims to help developers generate synthetic training data and build custom models more efficiently.

Cosmos WFMs will be available under an open model license, with leading companies including Uber, XPENG, and several robotics firms among early adopters. The platform includes an AI-accelerated data processing pipeline that can process 20 million hours of videos in 14 days using the NVIDIA Blackwell platform, and a new tokenizer offering 8x more compression and 12x faster processing than current solutions.

The platform incorporates trustworthy AI principles with built-in guardrails to mitigate harmful content and includes invisible watermarks for AI-generated content. Cosmos WFMs are now available on Hugging Face and NVIDIA NGC catalog, with optimized NVIDIA NIM microservices coming soon.

NVIDIA has announced foundation models for RTX AI PCs, introducing NVIDIA NIM microservices and AI Blueprints. The new GeForce RTX 50 Series GPUs feature up to 3,352 trillion operations per second of AI performance and 32GB of VRAM, with FP4 compute support that doubles AI inference performance compared to previous generations.

The company will release NIM microservices for RTX AI PCs from developers including Black Forest Labs, Meta, Mistral, and Stability AI. These services support various AI applications including language models, image generation, and computer vision. NVIDIA also unveiled Project R2X, a vision-enabled PC avatar, and introduced AI Blueprints for tasks like podcast creation from PDFs and 3D-guided image generation.

NIM microservices and AI Blueprints will be available from February, initially supporting GeForce RTX 50 Series, RTX 4090 and 4080, and RTX 6000 and 5000 professional GPUs. Major PC manufacturers including Acer, ASUS, Dell, and others will offer NIM-ready RTX AI PCs.

NVIDIA has unveiled its next-generation GeForce RTX 50 Series GPUs, powered by the Blackwell architecture. The flagship GeForce RTX 5090 features 92 billion transistors and delivers up to 2x performance compared to the RTX 4090, with 3,352 trillion AI operations per second.

The new series introduces DLSS 4 with Multi Frame Generation, boosting frame rates up to 8x over traditional rendering. Key innovations include RTX Neural Shaders, RTX Neural Faces, and enhanced AI capabilities for gaming and creative workflows. The GPUs also support FP4 precision, improving AI image generation performance by 2x.

Desktop models will launch starting January 30, 2024, with the RTX 5090 priced at $1,999, RTX 5080 at $999, RTX 5070 Ti at $749, and RTX 5070 at $549. Laptop versions will be available from March 2024, featuring up to 40% better battery efficiency through Max-Q technology.

EQTY Lab, in partnership with Intel and NVIDIA, has launched Verifiable Compute, a groundbreaking hardware-based solution for AI governance and auditing. This framework provides the first-ever certificates of authenticity and compliance for verifying AI training, inference, and benchmarks at runtime.

The solution implements hardware-based cryptographic AI notary and certificate system, operating on Intel's 5th Gen Xeon Processors with Trust Domain Extensions and NVIDIA's H100/H200 GPUs. It enables real-time compliance checks and enforcement of AI business policies, addressing critical issues in AI supply chains including poisoning attacks and privacy backdoors.

The technology has been delivered to initial clients across life sciences, public sector, finance, and media sectors. With the confidential computing market projected to reach $184.5 billion by 2032, this solution aims to enhance AI security, privacy, and accountability while ensuring compliance with regulations like the EU AI Act.

Healthcare executives are increasingly adopting generative AI, with 90% reporting positive ROI from their investments. The Global AI in Healthcare Market is projected to reach $164.16 billion by 2030, growing at a 49.1% CAGR. In a significant development, Avant Technologies has partnered with Roche and Salud 360 to launch a pilot program in Costa Rica targeting diabetic retinopathy using AI technology. The program utilizes non-mydriatic fundus cameras and AI to analyze retinal images for early detection of the condition. Initially implemented in Costa Rica, where diabetes affects 10.4% of adults, the program aims to expand to the US, Canada, and Europe if successful.

Sierra Space has announced a significant advancement in space domain awareness through a collaboration with NVIDIA. The company is implementing physics-informed neural networks (PINNs) to predict the locations of orbital debris, addressing the growing challenge of space safety.

The innovative approach combines physical laws with neural network architectures to enhance prediction accuracy while reducing computational overhead. PINNs are trained using satellite observations and historical tracking data to understand and predict debris trajectories in real-time.

Through NVIDIA's AI and accelerated computing capabilities, Sierra Space can process vast amounts of data simultaneously, enabling faster model training and inference for real-time applications. This collaboration aims to improve the safety and operational integrity of space assets by enabling timely and effective evasive actions when needed.

NVIDIA announced the opening of its first Vietnam research and development center, focusing on artificial intelligence development. The R&D center will concentrate on software development, leveraging Vietnam's STEM talent pool to accelerate AI adoption. The facility will serve as a platform for researchers and startups to develop AI applications across healthcare, education, transportation, and finance sectors.

The company is partnering with the Vietnamese government as part of the country's digital transformation strategy. NVIDIA has already established a presence in Vietnam's tech ecosystem over the past eight years, working with over 100 AI startups through its Inception program and 65 universities. The company also began collaborating with FPT Smart Cloud as its first Vietnamese cloud partner last year.

NVIDIA has announced its participation in two upcoming financial community events. The company will present at the UBS Global Technology and AI Conference on December 3 at 6:35 a.m. Pacific time, and the J.P. Morgan Healthcare Conference on January 13 at 9:45 a.m. Pacific time. Live audio webcasts will be available at investor.nvidia.com, with replays accessible for 90 days after the events.