Jensen Huang at CES: hardware wins, hype loses
Jensen Huang’s CES keynote: real hardware or another AI pep rally? I’ll be blunt: I’m tired of glossy keynotes that promise the future while delivering slide decks full of marketing. NVIDIA’s CES 2026 slot matters more than most — investors will be watching as closely as developers. If Jensen Huang gives me a concrete Blackwell successor roadmap or real, measurable hardware demos, I’ll be excited. If it’s just more AI branding slapped on racks of GPUs, I’ll keep my skepticism. There are real things that could change the market this year: generational process wins, power/performance leaps, and software advances that make GPUs easier to deploy in production. But I want data — clocks, power envelopes, memory bandwidth, and actual deployment stories from partners, not vaporized PR language about “AI everywhere.”…
