Overview

• 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.