The world's largest consumer electronics show, "2025 CES (CES 2025)", will be held in Las Vegas, USA from January 7 to 10. On the afternoon of January 6 at 6:30 pm local time, Nvidia CEO Jensen Huang will deliver a keynote speech, which is the most anticipated focus of the market.
Nvidia expected to announce entry into the AI PC market
Bank of America analyst Vivek Arya released a new report on January 2 stating that CES is expected to be a positive catalyst for NVDA stock, reaffirming NVDA's platform leadership and potential opportunities in the high-end growth market.
It is expected that at CES, NVDA will release major updates for its overall robotics strategy and the "Jetson TRON" platform designed for humanoid robots, in line with the emerging "physical AI" theme.
In addition, NVDA is expected to launch the RTX 50 series PC gaming GPUs based on the Blackwell GPU, which are expected to feature improved "neural rendering" capabilities and faster GDDR7 memory.
NVDA is also expected to update its data center/AI GPU product line, including the current Blackwell (GB200 and B200), the GB300 and B300 to be updated in the second half of the year, and possibly a preview of the next-generation Rubin architecture GPU, expected to launch in 2026.
Most critically, Vivek Arya predicts that NVDA will officially announce its entry into the AI PC market, likely through a partnership, with a lower probability of launching an independent PC CPU, which is consistent with Truist Securities analyst Will Stein's recent view that NVDA may announce a client CPU this year, opening up an additional potential market of about $35 billion.
NVDA to launch AI mini supercomputer
It is worth noting that previously, on December 17, NVDA announced the launch of the Jetson Orin Nano Super, a mini AI supercomputer for AI applications, priced at only $249, half the price of the previous generation, in an effort to attract more hobbyists and small companies to adopt it.
The Jetson Orin Nano Super features a powerful 70 TOPS of compute performance at only 25W of power, allowing robot, industrial automation or other hardware developers to perform AI computations directly without the need to connect to a data center.
Unlike NVDA's core business customers, which are mainly large enterprises and AI startups, the Jetson series computers can expand the participation, allowing small companies to try integrating AI capabilities into their products using the lower-cost Jetson Orin Nano Super.
Although the U.S. government has restricted NVDA from selling advanced AI chips to China, NVDA stated that the Jetson series products will be available for purchase through local distributors in China. As CES approaches, the market expects that Jensen Huang may use this event to announce the full product line, from AI GPUs, PC CPUs, to comprehensive solutions tailored for individuals and enterprises, showcasing NVDA's leadership and future plans in the AI field.
