By Joey Frenette
Publication Date: 2026-01-08 15:24:00
It’s been one of the most eventful CES (Consumer Electronics Show) events in years, thanks in part to the AI boom, which holds tremendous promise in 2026. With various big names in the tech world touting 2026 as a year of “physical AI” or robotics, we might be on the cusp of the most interesting turn in the AI boom.
Of course, whether the rise of robotics gives the same feeling of awe as trying ChatGPT for the first time just over three years ago remains the big question. If Nvidia (NASDAQ:NVDA) CEO Jensen Huang thinks that physical AI will give us a “ChatGPT moment,” though, I think it’s worth taking the man’s word for it. Indeed, putting one’s trust in Jensen Huang has been a profoundly profitable endeavor in recent years. And my guess is listening to Jensen’s words will continue to pay dividends, even as the stakes grow higher in this AI revolution.
Of course, it’s easy to dismiss Nvidia stock as a bubble on the cusp of bursting, given Michael Burry has taken aim at the GPU juggernaut. And while Michael Burry is confident that AI is in a bubble that will burst, it seems like many investors will only believe it when it happens.
In any case, CES 2026 saw a handful of cool robots and gadgets, and partnerships (most notably the teaming up of Google DeepMind with Boston Dynamics), but what investors probably found most exciting was the slate of new hardware that Nvidia and other chipmakers pulled the curtain on. Undoubtedly, investors gained a…
