①NVIDIA CEO Jensen Huang and AMD leader Lisa Su will appear in Las Vegas on the same day next week; ②Wedbush Securities predicts that Jensen Huang will focus on data centers, physical AI, robotics, and the application of the Cosmos foundational model. In contrast, Lisa Su’s speech will lean more towards the “implementation” of new products; ③It is reported that this year's CES will also serve as a concentrated showcase for the robotics industry.
Cailian Press, December 30 (Editor: Shi Zhengchi) As the New Year of 2026 approaches, the capital market has already turned its attention to the annual tech extravaganza at the beginning of the year — the Las Vegas Consumer Electronics CES exhibition.
According to the schedule, the CES conference will be held from January 6 to 9 next year.$NVIDIA (NVDA.US)$Jensen Huang, CEO of NVIDIA, and Lisa Su, CEO of AMD, will deliver keynote speeches on January 5 local time (January 6 Beijing time) in sequence.
In the latest report released on Monday, the Wedbush Securities team led by Dan Ives, a well-known Wall Street tech stock bull, wrote: 'We expect Jensen Huang to focus heavily on data centers, physical AI, and robotics during his keynote speech. We believe that when looking ahead to 2026, Jensen Huang will also emphasize$COSMOS (0261.MY)$the latest advancements in the foundational model platform for accelerating AI system development, using this as a segue into discussions on autonomous technologies such as self-driving vehicles.'
On the other hand, analysts expect Lisa Su to highlight the latest advancements of AMD’s Ryzen processors and Radeon graphics cards in the AI PC and gaming sectors during her keynote speech. She is also likely to further discuss AMD’s EPYC server processors and Instinct series GPUs.
In recent years, CES has become a major stage for cutting-edge AI hardware concepts, with various smart glasses and wearable devices entering the global investors' and consumers' view through this platform.
Following the commercial failures of Humane's AI Pin and Rabbit R1, the artificial intelligence hardware sector, facing skepticism about an 'AI bubble,' is searching for new flag bearers.
Ives added: "Although enterprise-level AI has dominated the market narrative over the past few years, we now believe that consumer-level AI transformation will fully accelerate in 2026. CES will highlight this trend, including AI-powered robots, wearables (such as AI smart glasses), and a wide range of on-device AI consumer products aimed at digital health and smart home scenarios."
Speaking of robots, next week's exhibition will also test the acceptance level of consumer-grade humanoid robots among consumers and the capital market.
It is reported that due to the large number of companies bringing their own robots to participate, the CES organizer, the Consumer Technology Association (CTA), has allocated an entire exhibition hall for the robotics section. Among them, some manufacturers will showcase new types of home and companion robots, while others intended for industrial, logistics, and catering applications will also make appearances.
Based on past experience, CES is no stranger to overhyped claims. Facing increasingly stringent scrutiny from the capital markets, these robotics manufacturers need to convince the market of the commercial viability of their robots, given constraints related to cost, safety, and mechanical capabilities.
Editor/Joryn