Jensen Huang, the CEO of Nvidia, is set to deliver the opening keynote speech at CES 2025 in Las Vegas on January 7. This event is highly anticipated as Huang is known for using CES as a platform to announce significant advancements in Nvidia’s technology.
During his keynote, Huang is expected to unveil new video game chips. These chips are likely to feature cutting-edge technology that enhances gaming performance and image quality, continuing Nvidia’s tradition of innovation in the gaming industry.
In addition to gaming chips, Huang will discuss Nvidia’s efforts to expand its artificial intelligence (AI) capabilities beyond data centers. Nvidia has been a leader in AI technology, and this expansion aims to bring AI solutions to a broader range of markets.
CES 2025, formerly known as the Consumer Electronics Show, runs from January 7 to January 10. This event is a major showcase for new products and technologies, ranging from automotive innovations to quirky gadgets, with a strong emphasis on AI applications.
Nvidia’s stock recently closed at a record high of $149.43, bringing the company’s valuation to an impressive $3.66 trillion. This milestone makes Nvidia the world’s second-most valuable listed company, just behind Apple.
The surge in Nvidia’s valuation is largely attributed to the rapid growth of its data center business. Companies like OpenAI use Nvidia’s chips to develop advanced AI technologies, driving significant demand for Nvidia’s products.
Analysts predict that Nvidia’s data center business will generate $113 billion in sales this fiscal year. This figure is more than double the $47.5 billion in sales reported for fiscal 2024, highlighting the explosive growth in this sector.
Despite its success in the data center market, Nvidia continues to maintain a substantial consumer business. The company sells graphics processing units (GPUs) to PC gamers, a market where Nvidia remains a dominant player.
Analysts expect Nvidia’s gaming chip business to reach $11.77 billion in sales this year. Nvidia competes with companies like Advanced Micro Devices (AMD) and Intel in this market, but it continues to lead with its high-performance gaming chips.
Last year, Nvidia introduced its Blackwell AI server architecture at its developer conference in March. This new architecture is expected to form the basis for Nvidia’s upcoming line of GPUs, which will likely offer improved performance and image quality.
Nvidia is also looking to leverage its success in data centers to enter the broader PC market. The company aims to position its gaming chips as valuable tools for corporate PCs and laptops, capable of handling AI tasks such as chatbots and business “agents.”
This strategy puts Nvidia in direct competition with firms like Intel and Qualcomm. Both companies are also integrating AI features into their products, hoping to drive a new wave of PC upgrades.
Huang’s keynote at CES 2025 is scheduled for 9:30 p.m. ET. This speech is expected to draw significant attention from industry professionals and technology enthusiasts alike.
The Technology Roundup newsletter, which brings the latest news and trends straight to subscribers’ inboxes, will cover Huang’s keynote and other major announcements from CES 2025. Interested readers can sign up to stay informed about the latest developments.
Max A. Cherney, a correspondent for Reuters based in San Francisco, reports on the semiconductor industry and artificial intelligence. He joined Reuters in 2023 and has previously worked for Barron’s magazine and MarketWatch.
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