Nvidia’s key partners are rallying after shout-outs from CEO Jensen Huang
Everything from fellow chipmakers to automakers are benefiting from the halo effect.
When CEO Jensen Huang delivered his keynote speech at CES on Monday evening, he expressed excitement about not only Nvidia, but also the company’s many publicly traded partners working toward intertwining AI with the real world.
And, no surprise, a lot of those companies are ripping higher on Tuesday morning.
Micron
Huang revealed that the firm will source from Micron for its new GPUs:
“So two dual shaders: one is for floating point, one is for integer. G7 memory from Micron, 1.8 terabytes per second, twice the performance of our last generation.”
KION and Accenture
Nvidia is working with KION GROUP and Accenture to make warehouses more efficient.
“There are millions of factories, hundreds of thousands of warehouses. That basically is the backbone of a $50 trillion manufacturing industry. All of that has to become software defined. All of it has to have automation in the future and all of it will be infused with robotics.
Well, we’re partnering with KION, the world’s leading warehouse automation solutions provider, and Accenture, the world’s largest professional services provider, and they have a big focus in digital manufacturing. And we’re working together to create something that’s really special...”
Toyota
While Huang name-dropped nearly every big electrified-vehicle maker, he specifically shouted out a partnership with Toyota.
“We’re working with just about every major car company around the world: Waymo and Zoox and Tesla, of course, and their data center; BYD, the largest EV company in the world; JLR’s got a really cool car coming; Mercedes, a fleet of cars coming with Nvidia, starting with — starting this year going into production. And I’m super, super pleased to announce that today, Toyota and Nvidia are going to partner together to create their next-generation AVs.
Just so many cool companies — Lucid, and Rivian, and Xiaomi, and of course Volvo. Just so many different companies. Waabi is building self-driving trucks. Aurora, we announced this week also that Aurora is going to use Nvidia to build self-driving trucks.”
Mediatek
Shares gained 4.6% in Taiwan after Huang said this about the joint effort to produce a superchip:
“This is the chip that’s inside. It is in production. This top-secret chip we did in collaboration, the CPU, the Grace CPU, is built for Nvidia in collaboration with MediaTek. They’re the world’s leading SoC company, and they worked with us to build this CPU, the CPU SoC, and connect it with chip-to-chip NVLink to the Blackwell GPU.”
