With an almost complete monopoly on the supply of artificial intelligence (AI) chips, NVIDIA made significant strides in 2024, achieving impressive revenue growth and an increase in market capitalization. Building on this success, NVIDIA is optimistic about maintaining its momentum into 2025 by seeking new avenues for business growth and aiming to replicate its remarkable performance.
According to Wccftech, NVIDIA's founder and CEO, Jensen Huang, is scheduled to deliver a keynote address on January 6, 2025, at 18:30 PT (9:30 BST on January 7, 2025). During this anticipated event, he is expected to introduce a new generation of gaming graphics cards based on the Blackwell architecture, known as the GeForce RTX 50-series GPUs. Additionally, some investment organizations view the CES 2025 as a promising opportunity for NVIDIA to expand further into artificial intelligence beyond its existing ventures. Perhaps the most significant announcement might be NVIDIA's official entry into the AI PC market.
This expansion follows reports of NVIDIA's strategic partnership with MediaTek to develop Arm processors for client PCs. The collaboration's inaugural product will leverage TSMC's advanced 3nm process combined with CoWoS packaging technology, targeting the high-end laptop segment. The chip is expected to enter mass production in the latter half of 2025, featuring an NVIDIA GPU, with leading manufacturers such as Lenovo, Dell, HP, and Asus already planning to integrate it into their offerings.
Market analysts anticipate substantial growth in the AI PC market over the coming years, and it's evident that NVIDIA is positioning itself to lead this burgeoning segment. Through the anticipated release of an innovative client CPU within 2025, NVIDIA aims to unlock additional revenue streams.