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Inventing a new world with AI
100 trillion dollars of industry investment is shifting over to AI, or so Jensen Huang claims. The CEO states that R&D budgets are now pouring in, perhaps to cool down claims of circular funding in the AI industry. The CEO is now shifting the conversation into a history lesson for AI models, reiterating that Agentic models like Cursor are a focus for 2026 and beyond.
— Sayem Ahmed
Jensen Huang takes to the stage
Slightly later than expected, the show has now officially begun, with Nvidia CEO Jensen Huang taking the stage to lay out what 2026 and beyond might hold for Nvidia. Expect Nvidia to press on topics like AI, data centers, and robotics. While it might not be quite as exciting as the launch of a new consumer graphics card, whatever is announced over the course of the keynote will likely set the tone for the rest of the industry to follow for the rest of the year.
— Sayem Ahmed
The preshow is over: T-minus 3 minutes until the keynote begins
The preshow is now over, and Huang is expected to take the stage in three minutes to kick things off in earnest. Being rolled onto the stage is a high-resolution screen, with some semi-dramatic music playing, and we'll expect to hear more shortly. While this is fun, what are the odds that the music is AI-generated?
There may be some expectation that Huang will emerge carrying some kind of object. We've seen him roll out with robots and even a shield made of chips before; surely the company has the cash for more than just a new leather jacket.
— Sayem Ahmed
Nvidia preshow kicks off CES festivities
While Jensen Huang hasn't taken to the stage yet, Nvidia has a 'pre-game' show, where its showing a manner of applications that use Nvidia tech, complete with an interview panel ahead of time. While it's a neat warm-up, don't expect anything too staggering while things are still kicking off.
Huang is set to take the stage at 1 p.m. PT, so there's not too long to wait until we get to the real meat of today's keynote.
— Sayem Ahmed
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