Nvidia Prepares for CES 2025 Keynote as AI Dominance Faces New Challenges

CEO Jensen Huang's upcoming address is expected to highlight Nvidia's AI leadership, Blackwell GPU demand, and potential market shifts.

Nvidia's CEO Jensen Huang will deliver the opening keynote at CES 2025 on January 6, with updates expected on AI advancements and the Blackwell GPU lineup.
The company saw a 170% stock surge in 2024, driven by its AI chips, but analysts note growing competition from custom AI chips by companies like Broadcom and Marvell.
Investors anticipate Nvidia to address the 'insane' demand for its Blackwell GPUs and discuss its roadmap for future AI technologies, including the Rubin chip expected in 2026.
Nvidia invested over $1 billion in AI startups in 2024 to diversify its portfolio and maintain its market position as major customers develop their own AI chips.
While Nvidia's dominance in AI remains strong, analysts highlight risks of slowing growth and intensifying competition, with key price targets set between $166 and $190 per share.