The tech gala is here! Can CES 2026 ignite a tech rally?
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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.
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?
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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