Just my 2 cents after watching Jensen at CES.
This didn’t feel like a simple “faster GPU” update.
More like NVDA quietly setting up what comes after Blackwell.
Rubin being a full platform (chip + networking + system) stood out to me.
That’s how they keep everyone locked into the ecosystem, not just selling cards.
Also interesting that Jensen said next-gen stuff is already in production.
In AI, whoever ships first usually wins the orders.
Yeah, valuation isn’t cheap no argument there.
But NVDA doesn’t really trade on “cheap,” it trades on who controls the stack.
I’m still holding a core position and trading around it.
Curious how others are playing this adding here or just waiting?
NVDA at CES feels like they’re already playing the next AI cycle
byu/One_Affectp instocks
Posted by One_Affectp
6 Comments
Just finished watching the entire thing and I’m processing this too…. This was a lot!
I’m really impressed with their updated 100% liquid cooled server racks. Unequivocally, it is a gigantic leap in the capability of each rack; reducing installation time, and technical expertise of the technician.
The next impressive thing was their OPEN-SOURCE autonomous driving model. I mean this is.. Huge.. Essentially, every single car manufacturer now has the technical OS to build L3/L4 capabilities inside of every car. This means by 2030, likely, a majority of all new cars will have L3/L4 autonomous capabilities.
I mean this made me speechless.. Kind of bearish for TSLA? I’m honestly just trying to process everything because there were so many announcements….
I’d argue Nvda is cheap and probably a top 3-5 tech value. I said this before and I’ll say it again if Nvidia is overvalued EVERYTHING is overvalued…
$NBIS
Jensen delivers. Elon wastes his time on X with conspiracy theories.
I also have more confidence in robotics at Siemens and ABB than at Tesla.
The NVIDIA–Siemens collaboration will do wonders.
BELIEVE
I wonder how the tech ceos will just the cost and depreciation of these and the current GPUs they have. Was Micheal Burry right about the depreciation all along?
I was very curious what NVDA was going to since Moores law is not really a thing anymore. Honestly seems like good innovation in place of doubling transistor density.