Today my stock in focus is
$NVIDIA(NVDA)$ , and CES this week highlights why it remains central to the next phase of AI. CES 2026 is less about concepts and more about AI becoming physical and productive, and Nvidia is clearly leaning into this shift. Instead of emphasizing consumer GPUs, Nvidia is pushing “Physical AI,” embedding compute into robots, factories, and real-world systems where AI creates measurable value.
What stands out is Nvidia’s strategic divergence from AMD and Intel. While they stay focused on edge and PC AI, Nvidia is expanding into robotics, industrial automation, and AI-defined vehicles. This positions Nvidia for a larger, longer-term opportunity beyond traditional hardware cycles.
CES reinforces my view that Nvidia’s strength lies in shaping the future of AI, not just supplying chips. As AI moves from screens into the physical world, Nvidia is positioning itself as the core infrastructure provider for that transition.
@Tiger_comments @TigerStars
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