Nvidia’s Vera Rubin Debut at CES Spurs Renewed Analyst Confidence

Overview

• Jensen Huang introduced the Vera Rubin platform at CES 2026 alongside a pooled context memory system and Alpamayo, an open portfolio for physical AI and autonomous driving.
• Bank of America reaffirmed a Buy rating on January 6, citing Nvidia’s continued leadership across AI compute, networking, systems, and its role in running major large language models.
• UBS reiterated Buy with a $235 price target, pointing to potential EPS upside in 2026–2027 as Rubin enters full production with a ramp expected in the second half of 2026.
• Analysts and commentary highlighted strong interest for H200 chips in China, with shipments described as dependent on licensing approvals.
• Jim Cramer predicted Nvidia will post a strong first quarter and urged investors to own the stock ahead of the company’s CES presentation.