To The Moon

At CES 2025, $NVIDIA(NVDA)$ is expected to make significant announcements and showcase its advancements in various technologies.

Here are the key highlights to anticipate:

1. Keynote Presentation: Nvidia's CEO Jensen Huang will deliver the keynote address on January 6 at 6:30 PM PT. This presentation is anticipated to be a major highlight of the event, where Huang will likely discuss Nvidia's vision and future innovations, particularly in AI and robotics

2. GeForce RTX 5000 Series: A major focus will be the unveiling of the much-anticipated GeForce RTX 5000 series graphics cards. Speculation suggests that these new GPUs will feature substantial performance enhancements over their predecessors, including improvements in CUDA cores and memory capacity. The RTX 5090 is expected to be the flagship model, potentially consuming up to 600 watts

3. AI and Robotics: Nvidia is set to emphasize its role in the AI boom, showcasing how its technology supports advancements in robotics and autonomous systems. The company is positioning itself as a leader in "physical AI," with products like the Jetson Thor platform aimed at revolutionizing robotics applications

4. Competitive Landscape: The event will also feature a competitive atmosphere, particularly with AMD scheduled to present its new Radeon offerings earlier on the same day. This rivalry highlights Nvidia's dominance in the AI chip market and sets the stage for discussions on how both companies plan to innovate further

5. Market Impact: Analysts are optimistic about Nvidia's future growth, projecting over 50% sales growth in 2025, driven by demand for AI solutions and gaming technologies. This growth is expected to solidify Nvidia's position as a top player in the semiconductor industry

Overall, CES 2025 promises to be a pivotal event for Nvidia, showcasing its innovations and setting the tone for its strategic direction in AI and gaming technologies.