Recently, the casino city of Las Vegas has become the focus of the world. In addition to being a New Year’s Day event, a large-scale exhibition called Electronic Consumer Show 2025 (ECS 2025) will also be held here from January 7-10. The opening speech delivered by Jensen Huang, CEO of NVidia, on January 6 also became the focus. This exhibition started in 1967, but it is not open to the outside world and only invites manufacturers to participate. Therefore, all the attendees were professionals and businessmen, and there were no individual members. 2024 is described as the zero year of artificial intelligence, and 2025 is said to be the first year, that is, artificial intelligence this year will have explosive development, comparable to the industrial revolution in the past. What exactly did Jensen Huang do or say? This is not an Apple mobile phone exhibition, nor is it a channel to sell to retail investors; it is a time to sell to technology manufacturers.
There are 8 major points in the speech: (1) GeForce RTX 50 series graphics cards, (2) World basic model (can speed up the training of robots), (3) Blackwell system (can produce supercomputers), (4) Thor (revolutionary of robot computers), (5) personal computers after Project DIGITS, (6) self-driving cars (in partnership with Toyota), (7) humanoid robots, (8) artificial intelligence agents (an industry not just a batch of robots). If you want to ask what the world will be like tomorrow, it is better to ask what it will be like in 2025. In short, there will be explosive development in 2025, and the progress will be astonishing, which is difficult to describe in words at this stage; but investors must pay close attention.