Core Viewpoint - Nvidia is positioned to benefit from the global surge in defense spending and the increasing prioritization of advanced technologies, particularly AI, in defense applications [6][11][31] Group 1: Trends in Defense Spending - There is a global surge in defense spending, with NATO members agreeing to increase their annual defense spending to up to 5% of their GDP by 2035 [7][8] - In 2024, NATO members (excluding the U.S.) invested an average of 2.02% of their GDP on defense, which increases to approximately 3.4% when including U.S. contributions [8] - The U.S. plans to increase its defense budget to $1.01 trillion for fiscal year 2026, representing a 13.4% increase from fiscal year 2025 [10] Group 2: Technological Advancements in Defense - The defense industry is increasingly prioritizing cutting-edge technologies such as AI, autonomous systems, and cybersecurity, which will benefit Nvidia as the leader in AI chips [11] - President Trump's executive order on drone production aims to enhance U.S. military capabilities, which could lead to increased demand for Nvidia's technology in autonomous systems [12] - Venture capital funding for defense tech companies rose by 33% year-over-year to $31 billion in 2024, with significant investments in AI and autonomous systems [15] Group 3: Nvidia's Role in Defense Applications - Nvidia collaborates with major defense contractors like Leidos, Lockheed Martin, Northrop Grumman, and Raytheon, indicating its strong presence in the defense sector [18] - Northrop Grumman has a deep partnership with Nvidia, utilizing its AI software for advanced defense systems [21] - Nvidia's technology has been used in military equipment since at least 2012, showcasing its long-standing involvement in defense applications [25][26] Group 4: Demand for Nvidia's Products - There is solid government demand for Nvidia's GPU-equipped workstations and Jetson platform, which are essential for developing autonomous drones and robots [28] - A Naval agency specified the need for Nvidia RTX Workstations, emphasizing their uniqueness and essential nature for fulfilling agency needs [29][30] - The increasing global defense budgets and prioritization of AI in defense spending create a bullish outlook for Nvidia stock [31]

Group 1 - The core point of the article is that Nvidia's CEO Jensen Huang announced the new RTX Pro chip, which is designed for a new application called Nvidia Omniverse, aimed at digital twins and smart factories [1] Group 2 - The RTX Pro chip is specifically tailored for enhancing capabilities in digital twin technology, which allows for the creation of virtual replicas of physical systems [1] - Nvidia Omniverse is positioned as a platform that integrates various tools and technologies to facilitate collaboration in 3D design and simulation [1] - The focus on smart factories indicates a strategic move by Nvidia to tap into the growing demand for automation and digital transformation in manufacturing [1]

Nvidia CEO Jensen Huang said Tuesday (March 18) that massive computing power is needed to enable the current trajectory of artificial intelligence (AI) — which is moving toward AI agents and reasoning AI models — and beyond.“AI is going through an inflection point,” Huang said in a keynote speech at GTC, Nvidia’s developer conference nicknamed “AI Woodstock” that was held in San Jose, California.This shift to agentic and reasoning means “the amount of computation necessary to train those models, and to infe ...

Nvidia CEO Jensen Huang’s keynote Tuesday at the company’s GTC 2025 conference stuck with tradition and was chock full of announcements. But the company also snuck in a little history lesson.During the automotive portion of his speech, Huang referred to AlexNet, a neural network architecture that gained widespread attention in 2012 when it won a computer image recognition contest. Designed by computer scientist Alex Krizhevsky in collaboration with Ilya Sutskever (who’d go on to found OpenAI) and AI researc ...

In this articleGMNVDANvidia is building out an automotive tech business. Pictured here are its autonomous vehicle test cars at the company's auto garage in Santa Clara, California, on June 5, 2023.Bloomberg | Bloomberg | Getty ImagesGeneral Motors and Nvidia have agreed to a strategic collaboration that includes the automaker using several products and artificial intelligence services from the tech giant for its next-generation vehicles, advanced driver-assistance systems and factories.The companies on Tues ...