Wedbush: Hock Tan's keynote at CES may center on Nvidia's (NVDA.US) AI vision.
1min read Nvidia (NVDA.US) CEO Jensen Huang will deliver the opening keynote address at the 2025 Consumer Electronics Show (CES) on Monday, and investment bank Wedbush says Huang's speech may focus on the chipmaker's vision for artificial intelligence.
"We expect Huang to outline Nvidia's AI strategy vision as more and more businesses globally are now realizing the number of use cases is increasing across all industries," Wedbush analyst Dan Ives said in a client note.
Dan Ives described demand for Nvidia's Blackwell series GPUs as "crazy," saying that recent supply chain checks continue to show "unprecedented demand." He added: "We believe this year's CES is opening a new era of AI as the masses now join the AI revolution with other large tech companies. The AI revolution is the biggest tech change in 40 years."
