NVIDIA CES 2025 Keynote: Investors Seek More Concrete Updates Amidst Tech Innovations
NVIDIA CEO Jensen Huang delivered a vibrant and technically impressive keynote at CES 2025, showcasing groundbreaking innovations. Wedbush's Dan Ives described the event as having more of a "rock concert vibe" than a traditional tech CEO speech. However, despite the impressive announcements, some investors left the keynote seeking more concrete updates on NVIDIA's Blackwell GPU ramp and insights into the Rubin platform, which is anticipated for 2026.
Takeaways from NVIDIA’s CES Keynote:
RTX 50 Series GPUs: The highly anticipated GPUs built on the Blackwell architecture were officially unveiled, featuring Micron's memory solutions.
Project Digits: A desktop AI supercomputer priced at $3,000, capable of delivering 1,000x the processing power of a typical laptop and running a 200-billion-parameter AI model.
Cosmos: NVIDIA's open-source model designed to generate synthetic data for training robots, autonomous vehicles (AVs), and other AI systems.
Autonomous Robotics: Huang declared the "ChatGPT moment" for robotics imminent, emphasizing that AVs could become the first multi-trillion-dollar robotics industry.
Next-Gen Processors: NVIDIA launched Thor Blackwell, designed for AVs and humanoid robots, with Toyota and Aurora leveraging this technology for mass-market autonomous vehicles and trucks.
Investor Reaction: Mixed Enthusiasm
Investment firm Benchmark acknowledged Huang's masterful presentation on the state of AI but noted a lack of concrete updates on the Blackwell production ramp and Rubin platform. While Huang confirmed Blackwell's full production phase, the keynote largely reiterated existing market knowledge.
Benchmark's commentary emphasized the absence of details on Rubin, NVIDIA's next-generation GPU platform slated for 2026. While the omission is understandable given the timeline, the lack of updates left some investors wanting more clarity on NVIDIA's long-term strategy.
Despite these concerns, Benchmark reaffirmed its 'Buy' rating for NVIDIA stock, citing a strong kickoff to CES 2025. The firm maintained its $190 price target, suggesting a 25% upside potential from current levels.
NVIDIA's diverse announcements, including partnerships with Toyota and Aurora, along with technological advancements in AI and robotics, signal strong growth prospects. However, some investors hope for more detailed roadmaps for Blackwell and Rubin in future updates.
What do you think? Did NVIDIA's keynote live up to the hype, or were you hoping for more insight into its future GPU plans? Let us know in the comments!
