Nvidia Highlights Surge in AI Chip Demand at CES 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 18 2026
0mins
Should l Buy NVDA?
Source: NASDAQ.COM
- Surge in AI Chip Demand: Nvidia CEO Jensen Huang highlighted at CES 2026 that AI development is accelerating, with projected revenue of $213 billion for fiscal 2026, reflecting a 50% increase from last year and showcasing the company's strong growth potential in the AI market.
- Opportunities in Older Chips: As the new Rubin chips are rolled out, Nvidia's older chip prices are expected to decline by a factor of 10 annually, attracting more developers and companies to purchase them, thus creating a secondary market and further expanding Nvidia's market share.
- Strong Data Center Revenue: In Q3 of fiscal 2026, Nvidia's data center revenue reached $51.2 billion, a 66% year-over-year increase, indicating robust demand in cloud computing and AI infrastructure, particularly with strong sales of Blackwell chips.
- AI Workload Share: Meta's open-source AI model Llama accounts for 25% of AI workload volume, driving demand for Nvidia chips and further solidifying its critical position in the AI ecosystem.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 199.640
Low
200.00
Averages
264.97
High
352.00
Current: 199.640
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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