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NEW YORK DAWN™ > Blog > Technology > Nvidia believes bodily AI methods are a $50 trillion market alternative
Nvidia believes bodily AI methods are a  trillion market alternative
Technology

Nvidia believes bodily AI methods are a $50 trillion market alternative

Last updated: June 11, 2025 12:27 pm
Editorial Board Published June 11, 2025
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Jensen Huang, CEO of Nvidia, is giving a keynote on the Nvidia GTC Paris occasion, the place he mentioned Nvidia’s bodily AI methods are poised to revolutionize industries, with a $50 trillion market alternative throughout factories, transportation, and humanoid robots.

The corporate’s automotive enterprise is predicted to achieve $5 billion this yr, with a trillion-dollar potential as all automobiles change into totally autonomous. However only one% of the automobiles on the highway immediately are L2+ succesful immediately — suggesting a major market alternative.

Nvidia introduced in Paris that its full-stack Drive AV software program is now in full manufacturing, beginning with the Mercedes Benz CLA sedan. It will possibly allow merchandise starting from infotainment dashboards to AI-driven driving that makes use of automobile supercomputers. The corporate can be increasing into industrial AI, partnering with Siemens and Deutsche Telekom to construct an industrial AI cloud in Germany.

Nvidia’s Halo security system is acknowledged by main certification our bodies, and new AI instruments and simulations are being launched to advance autonomous driving and robotics.

Nvidia mentioned it plans to launch Isaac Sim code as open supply this week.

Upcoming companion launches in Europe embrace Volvo’s new ES 90 sedan (launching within the subsequent few months) and JLR’s next-generation fleet of automobiles, constructed on Nvidia’s full stack Drive AV platform. JLR will launch subsequent yr. That is the results of years of collaboration.

Nvidia can be launch new AI instruments and simulation applied sciences, together with three new state-of-the-art Cosmos fashions for enhancing AV software program efficiency in robust situations.

Nvidia’s telecom options

Nvidia’s Omniverse blueprint for AV simulation is being upgraded with a brand new function known as Neural Reconstruction, making it simpler for AV builders.

Rev Lebaredian, VP of Omniverse and Simulation Expertise at Nvidia, mentioned there’s a rising want for bodily AI in factories and normal robotics.

“Now is the era of physical AI, and the requirement for physical AI is only growing,” he mentioned. Within the subsequent 5 years, we’ll have a labor scarcity of fifty million individuals, he mentioned. Investing in bodily AI, in issues like humanoid robotics, is vital, he mentioned.

France, Italy, Spain and the U.Ok. are among the many nations constructing home AI infrastructure with an ecosystem of expertise and cloud suppliers, together with Domyn, Mistral AI, Nebius and Nscale, and telecommunications suppliers, together with Orange, Swisscom, Telefónica and Telenor. They’re all going to deploy greater than 3,000 exaflops of Nvidia Blackwell Programs for Sovereign AI.

Nvidia additionally introduced the enlargement of Nvidia DGX Cloud Lepton — an AI platform that includes a world compute market that connects builders constructing agentic and bodily AI purposes — with GPUs now out there from a rising community of cloud suppliers.

And the corporate introduced that it’s teaming with mannequin builders and cloud suppliers throughout Europe and the Center East to optimize sovereign massive language fashions (LLMs), offering a springboard to speed up enterprise AI adoption for the area’s industries.

nvidia ai 2Nvidia’s three-computer resolution for autonomous driving.

Nvidia introduced a collaboration with Novo Nordisk to speed up drug discovery efforts throughinnovative AI use circumstances. The work helps Novo Nordisk’s settlement with DCAI to make use of the Gefion sovereign AI supercomputer.

Siemens and Nvidia additionally mentioned they’re increasing their partnership to speed up the subsequent period ofindustrial AI and digitalization and allow the manufacturing unit of the long run.

“Modern manufacturers face mounting pressure to boost effciency, enhance quality and adapt swiftly to changing market demands,” mentioned Jensen Huang, founder and CEO of Nvidia, in a press release. “Our partnership with Siemens is bringing Nvidia AI and accelerated computing to the world’s leading enterprises and opening new opportunities for the next wave of industrial AI.”

Lastly, Nvidia introduced it’s constructing the world’s first industrial AI cloud for European producers. This Germany-based AI manufacturing unit will function 10,000 GPUs together with Nvidia DGXTM B200 and Nvidia RTX PROTM Servers and allow Europe’s industrial leaders to speed up each manufacturing software, from design, engineering and simulation to manufacturing unit digital twins and robotics.

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