Nvidia y AMD en CES 2026: planes de viaje estratégicos de IA e implicaciones para el mercado

The Consumer Electronics Show (CES) 2026 has emerged as a battleground for semiconductor giants Nvidia and AMD, both of whom are leveraging the event to cement their leadership in artificial intelligence (AI). With AI-driven computing poised to redefine industries from robotics to cloud infrastructure, the announcements from these companies carry profound implications for their 2026 stock performance and the broader semiconductor market.

Nvidia's AI-First Strategy: Scaling the Blackwell and Beyond

Nvidia CEO Jensen Huang's keynote at CES 2026 underscores the company's unwavering commitment to an AI-first strategy. Central to this vision is the Blackwell Ultra architecture, a next-generation GPU designed to accelerate large-scale AI training and inference tasks. According to a report by , the Blackwell Ultra is expected to enter mass production in the second half of 2026, with its successor, the Rubin architecture, already in development. These advancements position Nvidia to dominate data center workloads where demand for AI compute is surging.

Huang's focus on "physical AI"-applications in robotics, autonomous systems, and edge computing-further diversifies Nvidia's addressable market. The company's Cosmos foundation model platform, showcased at CES, aims to streamline AI deployment across industries, reducing development cycles and costs. Analysts at Wedbush note that such innovations could solidify Nvidia's role as the backbone of AI infrastructure, a sector projected to grow exponentially in 2026.

AMD's Aggressive AI Push: From Consumer to Cloud

AMD, under CEO Lisa Su, is countering Nvidia's dominance with a dual-pronged strategy targeting both consumer and enterprise markets. At CES 2026, the company announced Ryzen CPUs and Radeon graphics tailored for AI PCs and gaming, while its EPYC processors and Instinct GPUs will power cloud workloads. A pivotal development is the MI450 series of AI chips, set to launch in 2026. According to , the MI450 lineup could drive AMD's quarterly revenue to $50 billion in the second half of 2026, reflecting over 400% year-over-year growth.

AMD's strategic partnership with OpenAI to deploy up to 6 gigawatts of MI450 GPUs-initially 1 gigawatt by mid-2026-signals its ambition to challenge Nvidia in hyperscaler markets. Additionally, the Gorgon Point APUs and Zen 5 X3D Refresh desktop CPUs highlight AMD's focus on enhancing AI capabilities for mainstream consumers. These moves aim to bridge the performance gap with Nvidia while capturing market share in AI PCs, a segment expected to grow rapidly in 2026.

Market Implications: A $1 Trillion Semiconductor Sector?

The semiconductor industry's trajectory in 2026 hinges on the success of these AI roadmaps. Bank of America analyst Vivek Arya forecasts a 30% year-over-year surge in global semiconductor sales, pushing the sector past a $1 trillion annual revenue milestone. Nvidia and Broadcom are expected to lead this growth, with Arya noting that Nvidia's valuation remains "incredibly cheap" despite its 40% stock price gain in 2025.

For AMD, the stakes are equally high. Analysts project a 30% to 40% upside for its stock in 2026, with a consensus price target of $277-a new all-time high. The company's long-term revenue growth targets of 35%+ compound annual growth further underscore its potential to rival Nvidia in AI-driven markets. However, Wedbush cautions that the path to $1 trillion in semiconductor sales will be "choppy," with no stock entirely risk-free.

Conclusion: A New Era of AI-Driven Competition

CES 2026 has crystallized the semiconductor industry's shift toward AI as a universal enabler. Nvidia's Blackwell and Rubin architectures, coupled with its Cosmos platform, position it as the de facto standard for enterprise AI. Meanwhile, AMD's MI450 chips and strategic alliances, particularly with OpenAI, signal its intent to disrupt the status quo. For investors, the coming months will test whether these roadmaps translate into sustained revenue growth and stock outperformance. As AI adoption expands beyond data centers into consumer devices and robotics, the winner of this rivalry may well define the next decade of technological progress.