AI Takes Over CES 2025 With a Keynote Spotlight on NVIDIA's Jensen Huang

The Consumer Electronics Show (CES), which began in 1967, has continuously served as the premier global stage for showcasing revolutionary consumer electronics. Scheduled for January 7-10, 2025, at the Las Vegas Convention Center, CES 2025 is poised to unveil cutting-edge technologies that will define the future trajectory of the global electronics industry.

CES has historically been the stage for major technological breakthroughs that have reshaped consumer electronics and set global market trends. Here’s a glimpse at some of the past revolutionary products:

– VCR (1970): The introduction of the Video Cassette Recorder revolutionized TV and movie watching.

– CD Player (1981): Sony unveiled the first commercial CD player, marking the dawn of digital audio technology.

– Nintendo Entertainment System (NES) (1985): This reinvigorated the global video game market.

– HDTV (1998): High-definition television upgraded the viewing experience dramatically.

– Amazon Echo (2015): Popularized smart speakers and virtual assistant technologies.

– Artificial Intelligence (2010s): AI has been an ongoing theme, deeply integrating into products from smart homes to health monitoring.

Additionally, NVIDIA is expected to unveil its newest humanoid robot chip, the Jetson Thor. This advanced chip is expected to significantly enhance the computing power and processing speeds of humanoid robots, pushing the envelope in robotic technology. The introduction of these technologies reaffirms NVIDIA's dominance in AI and robotics, providing robust hardware foundations for the next generation of intelligent devices and robotic systems.

Wall Street eagerly awaits updates on NVIDIA's AI hardware, particularly the mass distribution of the Blackwell AI chips introduced at the end of 2024. NVIDIA may also unveil details about their data center/AI GPU lineup and possibly preview the next-generation Rubin chips slated for fiscal 2026. Bank of America analyst Vivek Arya anticipates updates, including the current-gen Blackwell (GB200, B200), enhanced versions (GB300, B300), and a teaser of the next-gen Rubin (CY26E), expected to significantly impact AI inference accuracy.

This expectation is consistent with insights from Truist Securities analyst Will Stein, who recently noted,

"We believe NVIDIA will announce a client-side CPU during 2025, opening up an additional ~$35B TAM."

At CES 2025, deploying AI terminals will be a central theme, accompanied by a comprehensive introduction of groundbreaking products. Artificial Intelligence is set to maintain its pivotal role, with this year’s discussions intensely focused on the rapid advancement of AI technologies and their application in real-world scenarios.

According to Marjorie Costello, editor and publisher of CE Online News, CES 2025 attendees can expect to see "AI everywhere" at the show as the search continues for a quintessential consumer product that defines the AI era. Speaking to Investor's Business Daily, she stated, "You're going to see the AI logo on popular consumer electronics. AI will be in everyday products that people have in their homes, like TVs."

CES 2025 is also anticipated to be a significant catalyst for the AI industry. The event could boost the sector’s momentum by unveiling innovative products or groundbreaking industry advancements during key presentations. Investors could monitor AI stock investment opportunities closely during this dynamic period.