Overview
- Nvidia CEO Jensen Huang unveiled the Vera Rubin next‑generation AI superchip at CES, alongside plans for a humanoid robot.
- AMD CEO Lisa Su previewed the Helios system and projected major performance gains in upcoming data‑center GPUs.
- Wall Street’s consensus price target stands at $253.02, about 33% above the recent $188 share price, with EPS estimates at $4.69 this fiscal year and $7.57 by January 2027.
- Nvidia continues to sell every accelerator it can supply, with analyst estimates placing its advanced GPUs at roughly 90% of enterprise data‑center deployments.
- Deutsche Bank projects up to $4 trillion in AI data‑center capex by 2030 as Mercer flags renewed inflation risk, while U.S. stock futures hold near flat as investors digest the CES updates.