Wall Street analysts and industry experts offered mixed reactions to NVIDIA Corp.'s (NASDAQ:NVDA) ambitious technological roadmap unveiled at CES 2025 on Monday, particularly regarding its artificial intelligence and autonomous driving initiatives.
What Happened: During his keynote address at Las Vegas's Mandalay Bay Arena, Nvidia CEO Jensen Huang sparked debate with his prediction that self-driving vehicles would become "the first multi-trillion dollar robotics industry."
Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, praised the presentation, declaring "Nvidia has changed the world" and anticipating "incredible things to come."
Wow. Amazing. Lots to digest. Nvidia has changed the world for sure. Incredible things to come... Great night for technology, great start to CES. $nvda
— Ross Gerber (@GerberKawasaki) January 7, 2025
GLJ Research analyst Gordon Johnson strongly contested this view, warning that widespread autonomous vehicles could trigger "depressions globally" by displacing transport workers.
Translation. Every transport-based worker will be out of a job b/c of self-driving cars that NO ONE asked for (the original promise was they were good for the environment). This will never happen. Would cause depressions globally.
— Gordon Johnson (@GordonJohnson19) January 7, 2025
The presentation also highlighted Nvidia's collaboration with Meta Platforms Inc. (NASDAQ:META) on refining open-source Llama models. Daniel Newman, CEO of The Futurum Group, suggested this partnership could potentially outperform OpenAI, noting that "open source wins out here."
Next leveling open-source models...
NVIDIA Llama Nemotron...
Basically, taking and tuning the open-source models from Meta. And accelerating for use cases like small models, language, training models etc.
Doesn't it feel like Meta + NVIDIA has a really good shot at being a... pic.twitter.com/KcI5PP0wZc
— Daniel Newman (@danielnewmanUV) January 7, 2025
The chipmaker unveiled its next-generation GeForce RTX 5000 series graphics cards, headlined by the flagship RTX 5090 priced at $1,999. Nvidia claims the new GPU delivers twice the performance of its predecessor, featuring 32GB of GDDR7 memory and 21,760 CUDA cores. The company plans to release the RTX 5090 and 5080 on Jan. 30, with more affordable models following later.
Huang also introduced the Grace Blackwell NVLink 72 system, incorporating 72 Blackwell GPUs and 2,592 Grace CPU cores, designed to power advanced AI applications. TECHnalysis Research's Bob O'Donnell highlighted the significance of Nvidia's refined Llama models, suggesting they "could have a big impact."
Next announcement from @nvidia keynote is much more obscure, but refined versions of Llama models could have a big impact. #CES2025 pic.twitter.com/2aEFjjxbjx
— Bob O'Donnell (@bobodtech) January 7, 2025
Price Action: Nvidia's stock ended Monday's trading session at $149.43, up 3.43%, and added another 0.57% in after-hours trading to reach $150.28. However, it dipped 0.54% in Robinhood Markets' overnight trading service. Over the past year, Nvidia has gained an impressive 185.99%, according to data from Benzinga Pro.
Nvidia's consensus price target is $170.56, ranging from $220 to $120. Recent ratings average $154.67, implying a 2.92% upside.
華爾街分析師和行業專家對英偉達公司（納斯達克：NVDA）在2025年CES上發佈的雄心勃勃的技術路線圖反應不一，特別是針對其人工智能和自動駕駛倡議。
發生了什麼：在拉斯維加斯的曼德勒灣競技場的主題演講中，英偉達首席執行官黃仁勳預測，無人駕駛汽車將成爲「第一個萬億級機器人行業」，引發了熱議。
Gerber Kawasaki財富與投資管理公司首席執行官羅斯·格伯讚揚了這一演講，宣稱「英偉達改變了世界」，並期待「令人難以置信的事情即將到來。」
哇，真令人驚豔。很多東西需要消化。英偉達確實改變了世界。令人難以置信的事情即將到來……科技的偉大之夜，CES的精彩開始。$nvda
— 羅斯·格伯 (@GerberKawasaki) 2025年1月7日
GLJ Research分析師戈登·約翰遜對此觀點表示強烈反對，警告稱廣泛的無人駕駛汽車可能會通過取代交通工人而引發「全球性的蕭條」。
翻譯。每一個以交通爲基礎的工人都將因爲無人駕駛而失業，且無人駕駛汽車是沒有人要求的（最初的承諾是它們對環境有益）。這一切永遠不會發生。將導致全球性的蕭條。
— 戈登·約翰遜 (@GordonJohnson19) 2025年1月7日
簡報還強調了英偉達與Meta Platforms Inc.（納斯達克：META）在完善開源Llama模型方面的合作。Futurum Group的首席執行官Daniel Newman表示，這一合作可能會超越OpenAI，並指出「開源在這裏勝出。」
下一步升級開源模型...
英偉達Llama Nemotron...
基本上，是採用並調優Meta的開源模型。併爲小模型、語言、訓練模型等用例加速。
難道不會覺得Meta + 英偉達有很大的機會成爲... https://pic.twitter.com/KcI5PP0wZc
—— Daniel Newman (@danielnewmanUV) 2025年1月7日
這家芯片製造商發佈了其下一代GeForce RTX 5000系列顯卡，旗艦款RTX 5090的價格爲1999美元。英偉達聲稱，新GPU提供了其前身兩倍的性能，配備32Gb的GDDR7內存和21,760個CUDA核心。該公司計劃在1月30日發佈RTX 5090和5080，後續還會推出更實惠的型號。
黃仁勳還介紹了Grace Blackwell NVLink 72系統，該系統包含72個Blackwell GPU和2,592個Grace CPU核心，旨在爲先進的人工智能應用提供動力。TECHnalysis Research的Bob O'Donnell強調了英偉達改進的Llama模型的重要性，認爲它們「可能會產生重大影響。」
來自@英偉達的下一次公告在主題演講中更加晦澀，但Llama模型的改進版本可能會產生很大影響。#CES2025 pic.twitter.com/2aEFjjxbjx
— Bob O'Donnell (@bobodtech) 2025年1月7日
價格動態：英偉達的股票在週一的交易結束時報149.43美元，上漲3.43%，在盤後交易中又上漲0.57%，達到150.28美元。然而，在羅賓漢市場的隔夜交易服務中下跌了0.54%。過去一年中，根據Benzinga Pro的數據，英偉達的股價上漲了令人印象深刻的185.99%。
英偉達的共識價格目標爲170.56美元，區間在220到120美元之間。最近的評級平均爲154.67美元，意味着有2.92%的上漲潛力。
