Nvidia CEO Jensen Huang’s keynote address at the Consumer Electronics Show (CES) is generating significant anticipation among investors and industry analysts. With Nvidia at the forefront of the AI revolution, the keynote is expected to provide crucial insights into the company’s future direction, particularly regarding its highly sought-after Blackwell GPUs and broader AI advancements.
Analysts predict Huang will address the surging demand for Nvidia’s Blackwell GPUs, which power generative AI processes like large language models (LLMs). Citi analysts, for example, anticipate Nvidia will raise sales expectations for Blackwell due to what Huang has previously described as “insane” demand. This projection aligns with Huang’s statement during Nvidia’s November earnings call, indicating higher-than-expected Blackwell platform deliveries in the current quarter.
Beyond Blackwell, the keynote may shed light on a potential demand surge in AI robotics across various sectors, including warehousing, manufacturing, and even humanoid robots. Furthermore, Huang might provide updates on Rubin, the successor to Blackwell, initially unveiled in June with a projected 2026 release. This next-generation chip could further solidify Nvidia’s dominance in the AI hardware market.
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The CES keynote follows a remarkable year for Nvidia, with its stock surging approximately 170% in 2024. This impressive growth was fueled by increased demand from major tech companies like Microsoft, Meta, and Google, investing heavily in AI data centers and cloud computing infrastructure. Despite a recent correction, the company’s long-term prospects remain strong, driven by the ongoing AI boom. Most analysts maintain a “buy” rating on Nvidia stock, reflecting widespread optimism about the company’s future. The consensus price target suggests a significant potential upside, further underscoring the market’s confidence in Nvidia’s continued growth trajectory.
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In conclusion, Jensen Huang’s CES keynote holds substantial weight for investors and the tech industry alike. Expected updates on Blackwell GPU sales, advancements in AI robotics, and potential glimpses into future technologies like Rubin position the keynote as a pivotal event. Coming off a year of exceptional growth, Nvidia’s continued success hinges on its ability to meet the escalating demand for AI-powering hardware and software solutions. The keynote offers a crucial platform for the company to reaffirm its leadership in this transformative field.
