Bank of America analyst Vivek Arya and his team attended Nvidia’s ( NVDA) CES 2026 keynote and financial analyst Q&A session on January 5. Following the event, they updated their opinion on NVDA stock in a research note shared with TheStreet.

Jensen Huang took to the CES stage on Monday to share the latest from NVIDIA, and while the presentation was more a refresher of technologies the company has been working on for the past few years, there were a couple of notable announcements.

It's an unofficial source, but one who's been pretty accurate in the past. If he's right, the RTX 6000 series isn't coming in 2026 at all.

Nvidia’s Rubin AI drives higher demand for storage and memory. Expect continued shortages and higher prices in 2026. Jensen Huang named 2026 IEEE Medal of Honor winner.

The biggest buzzword of the night was “physical AI,” Nvidia’s term for AI systems that don’t just generate content but actually act. These models are trained in virtual environments using synthetic data, then deployed into physical machines once they’ve learned how the world works.

On day 2 of CES, Commonwealth Fusion Systems, NVIDIA, and Siemens announced efforts to speed up development of nuclear fusion by way of AI.

AMD's CES keynote, led by Dr. Lisa Su, hit a staggering 210 mentions of AI. That was over a longer runtime of 117 minutes, though it works out to a much higher 1.8 AI/min. Su really wanted to drive that point home, huh?

CES 2026, the annual consumer tech conference held in Las Vegas, is here. And lucky for you, we have TechCrunch editors and reporters on the ground to cover the news, scout out the interesting, weird,