Herbert Ong, an investor who has tracked Tesla and Nvidia for years, translated that into a simple investor thesis. Nvidia is “starting at the platform level” and “staying at the platform level,” while Tesla is building “the full AI stack” into its own cars, Ong said in a recent discussion of the CES announcements on his YouTube channel.

Jensen Huang will take the stage today, Jan. 5, at 4 p.m. ET/1 p.m. PT to deliver his 90-minute keynote, and the event will livestream on YouTube. CNET is reporting live from the ground to capture all the announcements in real time.

The real story at CES 2026 was Nvidia’s continued effort to redefine what “infrastructure” means in a world that is increasingly dependent on AI.

Jensen Huang took to the CES stage on Monday to share the latest from NVIDIA, and while the presentation was more a refresher of technologies the company has been working on for the past few years, there were a couple of notable announcements.

Wall Street also is hardly backing away from Nvidia, with 76 of the 82 analysts who cover the company holding buy ratings and only one recommending selling. The average Wall Street price target implies a gain of 37% over the next 12 months, which would push its market value over $6 trillion.

Nvidia finalized a $5B Intel stake after FTC approval, buying 214.7M shares. The move bolsters Intel’s foundry push as 18A ramps.

Nvidia's biggest gaming reveal at CES 2026 was DLSS 4.5, an update for RTX GPUs that can boost frames rendered by six times via multi-frame generation and sharpen images with an upgraded Transformer AI model.