Nvidia’s growth in recent years has been nothing short of prolific. By providing specialized, high-performance computing hardware for the AI era, the chip company has become the world's largest business. Looking ahead, Nvidia’s growth runway appears to be vast. Here’s a look at what CEO Jensen Huang revealed at CES 20261.
The Rubin Platform is in Full Production
In his keynote at CES 2026, Huang confirmed that Nvidia’s next-generation AI chip, Rubin, is in full production. Systems are expected to begin shipping in the second half of 2026.
This GPU is designed to deliver five times the performance for AI inference and 3.5 times better performance for training compared to the previous Blackwell architecture. Given this performance improvement, Huang believes that the platform could slash the cost of generating AI tokens to roughly one-tenth the previous cost.
Demand for these new GPUs is likely to be high. On Nvidia’s Q3 fiscal 2026 earnings call, CFO Colette Kress said that the company has visibility to a half a trillion dollars in Blackwell and Rubin revenue from the start of last year through the end of calendar year 2026.
Innovative New Autonomous Driving Technology
At CES 2026, Huang also introduced Alpamayo. This is a portfolio of "reasoning" vision language action models for self-driving vehicles.
The beauty of this technology is that, unlike traditional rule-based systems, Alpamayo allows cars to reason about complex road scenarios and "explain" their driving decisions. So, it has the potential to transform autonomous driving from a leap of faith into a verifiable, trustworthy experience.
Nvidia will be open-sourcing the models, simulation frameworks, and datasets to allow automakers to verify and trust the technology. The first passenger car featuring this stack will be the new Mercedes-Benz CLA, which is set to arrive on US roads in early 2026.
AI Models for Multiple Domains
Additionally, Huang highlighted open AI models in other domains such as healthcare, robotics, physical AI, and personal agentic AI. These are trained on the company’s supercomputers and are already powering breakthroughs.
Huang emphasized that Nvidia is building "the entire stack" for AI and robotics, ranging from training and simulation to edge inference. Looking ahead, the company is aiming to be the platform beneath every AI system, from data centers to individual desktops.
Analysts’ Views on Nvidia Stock
Since Huang’s keynote, a number of Wall Street firms have reiterated their buy ratings and price targets for Nvidia stock. Currently, the average analyst price target is $2542. That price target is roughly 30% higher than the current share price. Given this upside potential, Nvidia could be a stock to watch in 2026.
Footnotes:
1NVIDIA, NVIDIA Rubin Platform, Open Models, Autonomous Driving: NVIDIA Presents Blueprint for the Future at CES, as of January 5, 2025
2Investing.com, NVIDIA Corporation (NVDA), as of as of January 9, 2025
