By: Christopher Gannatti CFA, Global Head of Research
Key Takeaways
- At CES 2025, NVIDIA CEO Jensen Huang unveiled a transformative vision for AI, highlighting its potential to redefine industries through innovations like generative AI, agentic systems and pioneering partnerships.
- NVIDIA’s advancements, such as the Blackwell GPU architecture and Project Digits, aim to democratize AI by making high-performance tools accessible to developers worldwide.
- From generative AI reshaping creativity to robotics driven by NVIDIA Cosmos, AI’s evolution is set to revolutionize sectors like health care, manufacturing and transportation.
Artificial intelligence (AI) has moved beyond the pages of science fiction to become a transformative force reshaping industries and redefining possibilities. At CES 2025, Jensen Huang, CEO of NVIDIA, offered a compelling vision of AI’s future—one that combines bold technological advances with practical applications. From generative AI to agentic systems and pioneering collaborations, Huang’s insights paint a vivid picture of a world being reshaped by AI.
Transforming Computing with Generative AI
AI is changing the rules of the game in computing. The rise of generative AI is more than just an evolution; it’s a revolution. Huang highlighted how these advanced systems now create—not just process—content. From generating photorealistic images and intricate 3D models to crafting sophisticated written material, generative AI is enabling creators and businesses to achieve what once seemed impossible.
Consider the implications for industries like gaming, entertainment and virtual reality. Technologies such as NVIDIA’s Deep Learning Super Sampling (DLSS) are rewriting the playbook for real-time rendering, offering visuals that are not only stunning but also computationally efficient. Huang’s message is clear: generative AI is here to redefine creativity and productivity.
AI’s Expanding Economic Impact
AI’s reach extends far beyond technology enthusiasts and innovators; it is a cornerstone of the global economy. According to CompTIA, 55% of companies are currently using AI, with another 45% planning future adoption.1 The global AI market is set to grow by 38% in 2025, with sectors like emotional AI expected to surge to $4.4 billion, growing at an annual rate of 11.7% through 2030.2 Experts predict that AI will contribute $15.7 trillion to the global economy by 2030.3 These numbers emphasize the immense economic and industrial shifts driven by AI, where industries such as semiconductors, software, robotics and biotech stand at the forefront.
Scaling AI with NVIDIA Blackwell Architecture
AI’s full potential lies in scaling—and scaling effectively. Huang emphasized AI scaling laws, which reveal that larger models and datasets drive better outcomes. Enter NVIDIA’s Blackwell GPU architecture: a breakthrough designed to meet the surging demands of modern AI applications. With unmatched performance per watt and per dollar, Blackwell GPUs are positioned to become the linchpin of AI’s next wave.
This architecture’s adaptability spans pre-training, post-training and test-time scaling—enabling applications from climate modeling to health care diagnostics. In Huang’s vision, Blackwell GPUs are more than hardware; they are catalysts for tackling humanity’s most pressing challenges.
The Age of Agentic AI and Digital Employees
AI is growing up. Moving beyond perception and generation, it is entering a new phase: “agentic AI.” These systems can perceive, reason, plan and act. Huang described this as the next great leap, where AI agents evolve into digital employees—specialists capable of collaborating with humans.
NVIDIA’s Nemo framework stands at the heart of this transformation. It provides tools to train and manage AI agents, much like onboarding and developing human employees. Imagine digital agents helping researchers design new drugs, automating repetitive tasks in logistics or detecting vulnerabilities in software. These AI-powered colleagues are poised to revolutionize workflows across industries.
Robotics and the Physical World
Understanding the physical world is a tall order for AI, but NVIDIA Cosmos is tackling this challenge head-on. Huang introduced Cosmos as a foundation model trained on the physics of motion, materials and real-world interactions. This model is unlocking AI’s ability to comprehend and interact with physical systems.
When paired with NVIDIA Omniverse—a simulation platform for building digital twins—Cosmos offers unprecedented possibilities. Developers can simulate and train robots in virtual environments before deploying them in the real world. This synergy accelerates innovation in manufacturing, health care and autonomous transportation .
AI for Everyone: The Democratization of AI
The future of AI is inclusive. NVIDIA’s Project Digits, a compact AI supercomputer powered by the Grace-Blackwell superchip, is designed to make high-performance AI accessible to developers worldwide. By lowering barriers to entry, NVIDIA is bringing the power of AI to more hands and minds.
Partnerships also play a vital role. For instance, NVIDIA’s collaboration with Meta on the Llama 2 open-source language model suite reflects its commitment to democratizing AI. By fine-tuning these models for enterprise use, NVIDIA is enabling businesses of all sizes to harness cutting-edge AI tools.
Sectoral Shifts: AI in Action
Huang’s insights align with broader sectoral shifts. Semiconductor companies are pivotal to AI’s infrastructure, with high-performance chips driving innovation across industries. The Magnificent 7—tech giants like Microsoft, Amazon and NVIDIA itself—are steering AI’s momentum, while robotics and biotech companies leverage AI for automation and health care breakthroughs. As 2025 progresses, understanding these sector-specific dynamics becomes essential for capitalizing on AI’s transformative power.
Challenges and Speculative Futures
Every great technological leap comes with hurdles. Ethical questions, energy efficiency and security concerns loom large as AI scales. Yet, the future possibilities are equally tantalizing. Picture general-purpose robots assisting in homes, city-scale simulations optimizing urban planning or autonomous systems redefining transportation.
Conclusion
The vision Jensen Huang shared at CES 2025 is a powerful reminder of AI’s transformative potential. From generative AI and agentic systems to democratized technologies and trailblazing partnerships, NVIDIA is at the forefront of an AI-driven revolution. This isn’t just about technology; it’s about reshaping industries, solving global challenges and expanding human potential. The future of AI is bright—and it’s only just beginning.
Originally posted on January 16, 2025 on WisdomTree blog
Footnotes and Sources
1https://www.teneo.ai/blog/ai-ascendancy-unveiling-top-ai-statistics-and-trends-for-2025?
2https://www.researchandmarkets.com/reports/5794050/emotional-ai-market-forecasts
3https://www.pwc.com/gx/en/issues/artificial-intelligence/publications/artificial-intelligence-study.html
PHOTO CREDIT: https://www.shutterstock.com/g/Alexander+Supertramp
VIA SHUTTERSTOCK
Disclosures
U.S. investors only: Click here to obtain a WisdomTree ETF prospectus which contains investment objectives, risks, charges, expenses, and other information; read and consider carefully before investing.
There are risks involved with investing, including possible loss of principal. Foreign investing involves currency, political and economic risk. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Investments in emerging markets, currency, fixed income and alternative investments include additional risks. Please see prospectus for discussion of risks.
Past performance is not indicative of future results. This material contains the opinions of the author, which are subject to change, and should not to be considered or interpreted as a recommendation to participate in any particular trading strategy, or deemed to be an offer or sale of any investment product and it should not be relied on as such. There is no guarantee that any strategies discussed will work under all market conditions. This material represents an assessment of the market environment at a specific time and is not intended to be a forecast of future events or a guarantee of future results. This material should not be relied upon as research or investment advice regarding any security in particular. The user of this information assumes the entire risk of any use made of the information provided herein. Neither WisdomTree nor its affiliates, nor Foreside Fund Services, LLC, or its affiliates provide tax or legal advice. Investors seeking tax or legal advice should consult their tax or legal advisor. Unless expressly stated otherwise the opinions, interpretations or findings expressed herein do not necessarily represent the views of WisdomTree or any of its affiliates.
The MSCI information may only be used for your internal use, may not be reproduced or re-disseminated in any form and may not be used as a basis for or component of any financial instruments or products or indexes. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each entity involved in compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties. With respect to this information, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including loss profits) or any other damages (www.msci.com)
Jonathan Steinberg, Jeremy Schwartz, Rick Harper, Christopher Gannatti, Bradley Krom, Kevin Flanagan, Brendan Loftus, Joseph Tenaglia, Jeff Weniger, Matt Wagner, Alejandro Saltiel, Ryan Krystopowicz, Brian Manby, and Scott Welch are registered representatives of Foreside Fund Services, LLC.
WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. only.
You cannot invest directly in an index.
