Last year, Nvidia’s stock experienced a 16% increase over the 10 days following the beginning of the huge Consumer Electronics Show in Las Vegas. This year Nvidia (NVDA) CEO Jensen Huang is scheduled to deliver the opening keynote speech at 6:30 p.m. Las Vegas time today. (That’s 9:30 New York time.) I’d expect a couple of volatile days for Nvidia shares following Huang’s talk. (It doesn’t hurt that Bank of America has reaffirmed Nvidia as their “Top Pick” ahead of CES.)
What might Huang say that could move the shares of Nvidia–and competitors such as Advanced Micro Devices (AMD)?
Innovations and production updates on the company’s next generation Blackwell chip including enhancements for gaming.
Updates on the new RTX 50xx GPUs for gaming
The company’s entry into the AI PC market
A teaser for the upcoming Rubin platform. (Nvidia’s Rubin platform is the company’s next-generation AI-accelerating GPU architecture, set to debut in 2026 or 2027. The platform will utilize HBM4, the next iteration of high-bandwidth memory and it will incorporate the NVLink 6 Switch, operating at 3,600 Gbps.)
Anything about the introduction of a new ARM-based CPU called Vera, which will be part of the Rubin platform.
Discussions around Nvidia’s plans in the robotics sector, including the Jetson Thor platform.
A confirmation of the company’s product roadmap through 2027, highlighting annual releases of Blackwell Ultra GPU and Spectrum Ultra X800 Ethernet Switch in 2025; introduction of the Rubin GPU, Vera CPU, NVLink 6 Switch, CX9 SuperNIC, and X1600 InfiniBand/Ethernet Switch in 2026; and release of Rubin Ultra GPU in 2027.
