Following its Consumer Electronics Show presentations in Las Vegas, Oppenheimer analysts noted that Nvidia (NVDA, Financials) is advancing generative artificial intelligence across sectors including business, robotics, and automobiles.
Apart from the developments in artificial intelligence, Nvidia revealed updated gaming GPUs like the 5090, 5080, 5071 Ti, and 5070 based on Oppenheimer. Under Rick Schafer's direction, analysts underlined Nvidia's continuous supply restrictions for its Blacklight AI accelerator. While the GB200 chip has been in full production since December, the H200 chip is projected to represent thirty percent of manufacturing volume this year. Analyzers pointed out that liquid cooling needs can cause certain GB200 setups to be adopted momentarily slow-down.
Oppenheimer highlighted Nvidia's emphasis on AI-driven business products including three new models: NIM, NeMo, and Nemotron. The Nemotron model combines the Llama huge language model developed by Meta Platforms (META, Financials). In robotics and automobiles, Nvidia underlined the requirement of three computing systems: DGX servers for training, AGX computers for simulations, and a linking system.
Oppenheimer said that Nvidia's AI projects were strategically important and would help the business to leverage growing market prospects. The experts think that advancements in hardware and generative artificial intelligence by Nvidia will keep pushing expansion in 2025 and beyond.
