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The tech gala is here! Can CES 2026 ignite a tech rally?
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CES 2026 NVIDIA CEO Jensen Huang to deliver a speech

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NVIDIA CEO Jensen Huang delivers a keynote speech at CES 2026.
NVIDIA CEO Jensen Huang delivers a keynote speech at CES 2026.
From January 6 to 9, 2026, the annual global consumer technology event CES will once again grandly open in Las Vegas, USA!At that time, NVIDIA CEO Jensen Huang will deliver a keynote speech at 5:00 AM Beijing Time on January 6, personally sharing insights on "Where AI is headed next"!
As one of the most anticipated events at CES 2026, the market widely interprets this speech not merely as an annual routine address but as a pivotal moment setting the direction for the global AI industry in 2026!Wall Street analysts predict that Jensen Huang will focus on three core areas this time: data centers, physical AI and robotics technology, and the latest advancements in the Cosmos foundational model platform.
The Wedbush Securities team wrote: "We expect Jensen Huang to heavily emphasize data centers, physical AI, and robotics during his keynote speech. Looking ahead to 2026, we believe he will also highlight the latest progress of the Cosmos foundational model platform in accelerating AI system development, while delving into autonomous technologies such as self-driving vehicles."
At last year's CES, Jensen Huang amazed the audience with the RTX 50 series graphics cards and the Cosmos World Model, where the RTX 5090 topped performance benchmarks with 92 billion transistors and 3,352 TOPS of AI computing power.This year, it is speculated that NVIDIA will bring an iterative upgrade to the Blackwell architecture and may showcase breakthrough results in the field of physical AI.
In recent years, CES has evolved from a consumer electronics show into a trendsetter for AI developments. Jensen Huang’s opening presentation is widely seen as setting the tone for the entire CES event.Historical experience shows that his speeches often quickly ignite enthusiasm in the AI and semiconductor sectors. What surprises will he bring this time? Could it catalyze a new wave of AI-driven tech trends?
Considering previous$NVIDIA (NVDA.US)$ developments in the Blackwell and Rubin series of chips, as well as uncertainties regarding the policy on shipments of the H200 chip to China, could Jensen Huang’s speech at CES indirectly reveal NVIDIA’s strategic thinking toward the Chinese market?
Niuniu Circle will provide live coverage of this event! Fellow investors are welcome to reserve their spot to watch and witness together the unveiling of a new chapter in AI's future~
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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