By Moz Farooque ACCA
Publication Date: 2025-12-30 17:07:00
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) are opening CES 2026 next week with CEO keynotes that aim to set the tone for where artificial intelligence is headed in the year ahead.
The Las Vegas event runs January 69, with Nvidia CEO Jensen Huang and AMD CEO Lisa Su both taking the stage on Monday, January 5. Wedbush analysts led by Dan Ives expect Huang to focus heavily on data centers, physical AI, robotics, and autonomous technology, calling 2026 a critical year for Nvidia’s AI strategy. The firm also expects discussion around Nvidia’s Cosmos foundation model platform, which is designed to speed up how AI systems are built and deployed.
Su’s keynote is expected to balance consumer and enterprise themes, with updates on Ryzen CPUs and Radeon graphics for AI PCs and gaming, alongside EPYC processors and Instinct GPUs for cloud workloads. Su has called CES the premier place to showcase breakthrough technology.
Wedbush believes CES 2026 could mark a shift toward consumer AI, highlighting robotics, wearables, and smart home devices. Investors will be watching closely for signs that AI demand is expanding beyond data centers in 2026.