Major expansions in NVIDIA during 2025, especially chips and games

NVIDIA is expanding into the gaming field
The company also announced new gaming hardware including a high-end chipset called the GeForce RTX 5090 priced at US$1,999 for desktop PCs.
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Nvidia has announced a new superior artificial intelligence chip that is not a successor to the company’s latest Blackwell chip, which the company first launched during the GTC 2024 conference last March, but rather a small-sized version of the high-power GP200 platform.
Race for Nvidia chips
Customers from Amazon, Google, Meta, Microsoft, and Tesla are racing to obtain Nvidia chips in large numbers, with Huang saying during his speech: “This little thing here is in full production. We expect it to be available in the specified time frame in May.”
In addition to its new chip and desktop, NVIDIA showcased its new Cosmos platform for developing artificial intelligence systems such as robots and self-driving vehicles.
The platform uses global digital AI models that simulate real-world conditions.
Software development and robotics
The idea is for companies to use Cosmos to help develop the software needed to operate robots and self-driving cars by simulating different usage scenarios in a virtual environment without having to use expensive robots or put cars on the road in the real world.
“There has been a revolution with autonomous vehicles and I expect this to be the first multi-trillion-dollar robotics industry,” Huang said.
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NVIDIA company value
Nvidia, which has a market value of more than $3.5 trillion by selling AI chips to supercomputing vendors and other technology companies, was known until the past few years for selling processing units to power video games.
Nvidia’s first chip was designed in late 1999 to quickly draw triangles and polygons for 3D games.
“Of course, at the time, we were a gaming company, and these GPUs were created to accelerate games,” Justin Walker, senior product manager at Nvidia, said in a press conference.
Wall Street enthusiasm for Nvidia products:
These days, Wall Street is less enthusiastic about Nvidia’s gaming business given the boom in artificial intelligence and the ever-increasing demand for more processing power.
In the quarter that ended in October, Nvidia’s game sales accounted for less than 10% of total revenue compared with about 88% from data center segments.
Nvidia owns the vast majority of the AI GPU market for data centers, ahead of competitors such as Advanced Micro Devices and Intel.
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