Nvidia CEO Jensen Huang is aiming to make the company’s next-gen Blackwell chips a major revenue driver. Speaking at the Consumer Electronics Show (CES) in Las Vegas, Huang shared his goal of getting Blackwell chips into every data center worldwide.
Huang expects Blackwell revenues to surpass those of Nvidia’s previous Hopper chips by early 2025. Analysts predict that Blackwell’s rollout will sustain Nvidia’s data center growth. In the most recent quarter, nearly 90% of Nvidia’s revenue came from this segment.
Nvidia is ramping up production of Blackwell chips, focusing on AI applications. The company anticipates billions in sales for the fourth quarter alone. Nvidia’s total fourth-quarter revenue reached $35.1 billion, with more growth projected for 2025.
At CES, Huang discussed opportunities in robotics and autonomous vehicles. He believes these sectors will drive significant computing innovation. Nvidia’s autonomous driving technology already generates $5 billion annually.
Huang also revealed partnerships with Toyota and Aurora Innovation. Both companies plan to use Nvidia’s specialized chips for their self-driving vehicle systems. Aurora’s stock surged 30% after the announcement.
While Nvidia’s automotive and robotics divisions are growing, they still contribute a smaller share of overall revenue. The divisions generated $449 million in Q3, compared to $30.8 billion from the data center segment.
Nvidia also introduced the GB10 AI superchip at CES. Part of the Project DIGITS initiative, the GB10 is designed for developers, researchers, and students. The superchip, small enough to fit on a desk, will cost $3,000 and be available in May.
Huang explained that Nvidia’s AI journey began in the cloud and is now expanding to personal computers. The company aims to make AI accessible across diverse platforms, catering to a wide range of users.