Today, January 5, 2026, is a massive day for Nvidia as it officially kicks off the CES 2026 tech show in Las Vegas. The company is currently the world’s most valuable publicly traded firm, with a market cap hovering around $4.6 trillion.
Here are the most critical updates for Nvidia today:
1. CES 2026 Keynote (Happening Today)
CEO Jensen Huang is delivering a 90-minute keynote at 4:00 PM ET today. The focus has shifted from just "chips" to "Physical AI"—the idea of AI moving from the screen into the real world.
Vera Rubin Architecture: Investors are watching for more details on the "Rubin" chips (the successor to Blackwell), which are slated to ship in the second half of 2026.
Robotics Takeover: Nvidia is showcasing over 20 hands-on demos, particularly focusing on the Isaac robotics platform and Omniverse, which are being used by partners like Siemens and General Motors to run autonomous factories.
RTX 50-Series Expansion: While the flagship RTX 5080 was the star of 2025, today's focus is on bringing Blackwell power to more affordable price points ($299+) for consumers.
2. The $20 Billion Groq Deal
A major piece of news breaking this morning is Nvidia's $20 billion licensing deal with Groq.
The Pivot to "Inference": As AI moves from "training" (learning) to "inference" (actually answering user questions), speed and cost are everything.
Talent Grab: Nvidia is bringing on several of Groq's top engineers to integrate their low-latency technology into Nvidia’s "AI Factory" architecture. This is a defensive move to ensure Google and Amazon's custom chips don't steal market share.
3. Financial Outlook & Market Performance
Revenue Growth: Nvidia has guided for $65 billion in revenue for the current quarter (Q4 fiscal 2026), which would be a 65% jump from last year.
Stock Sentiment: Despite concerns about an "AI bubble," analysts noted today that Nvidia is trading at roughly 25x forward earnings—which many consider "cheap" given it is growing nearly twice that fast.
Trade War Relief: A recent U.S. government approval for Nvidia to sell its H200 chips to China (with specific stipulations) has removed a major "black cloud" that was hanging over the stock throughout late 2025.
4. Supply Constraints
The "sold out" sign is still up. Reports today indicate that High Bandwidth Memory (HBM), a critical component for Nvidia’s GPUs, is effectively sold out through most of 2026, meaning Nvidia’s growth is currently limited only by how fast they can physically build the chips.
Comments