NVIDIA CES 2026 keynote time: All eyes on NVIDIA at CES 2026 in Las Vegas: when and where to watch Jensen Huang’s AI and robotics vision – what NVIDIA could announce?
The event serves as the official curtain raiser for a week defined by physical artificial intelligence, autonomous systems and advanced simulation. For 2026, the focus shifts to how these chips are integrated into the real world. Investors are particularly curious to see if Huang provides updates on the successor to the Blackwell architecture that now houses the world’s most powerful data centers. Whether you’re a gamer looking for the next frame rate breakthrough or an investor tracking the state of the semiconductor industry, this keynote is the definitive tech event of the quarter.
While the RTX brand remains a household name, NVIDIA’s 2026 strategy is rooted in “Physical Artificial Intelligence.” This involves the intersection of robotics and large-scale simulation. At the Fontainebleau Showcase, the company has planned more than 20 hands-on demos. These exhibits are designed to show how AI can perceive and interact with the physical world in real time. We’re expecting significant updates to the Isaac robot platform and Omniverse simulation engine, which are currently used by industrial partners like Accenture and Waabi to train autonomous vehicles and factory robots.
The “Cobalt Foyer” in the venue will be the center of these innovations. This year, the focus is on a “robotics ecosystem” where AI not only processes data, but also acts and moves. For the average consumer, this means smarter home devices and more advanced autonomous transportation. For the enterprise sector, this means productive AI that can design more efficient supply chains and physical products. Huang is expected to detail how these “cutting edge solutions” are being applied beyond the laboratory and into the global workforce.
When and where to watch the NVIDIA CES 2026 keynote live
NVIDIA’s CES 2026 keynote will be streamed live on Monday, January 5, starting at 4pm Eastern Time. The company will broadcast the entire event on its official website and it is expected to be broadcast simultaneously on YouTube. No registration or CES badge required to watch online.
The keynote will last approximately 90 minutes and take place ahead of the main CES show days. CES 2026 will officially run from January 6 to January 9 Vegasbut NVIDIA traditionally uses the keynote to set the tone before showrooms open.
NVIDIA is expected to announce it at CES 2026
NVIDIA announced that its CES presence is powered by “cutting-edge artificial intelligence.” This signals a continued focus on AI in data centers, robotics, simulation and content creation. While the company hasn’t confirmed specific product launches, industry observers expect updates tied to real-world AI deployment. Last year, NVIDIA used CES to introduce its RTX 5000 series GPUs and unveil its compact Spark desktop supercomputer. This year, attention has turned to what comes next. Investors will be listening closely to comments on future chip architectures, including hints beyond the current Blackwell platform.
Robotics is also expected to play a larger role. NVIDIA is increasingly pushing physical AI, where models interact with machines, autonomous vehicles and industrial systems. Any demonstrations or partnerships in this space could signal how quickly AI is moving from data centers into the physical world.
Beyond the keynote, NVIDIA is hosting more than 20 hands-on demos at its Fontainebleau booth. The NVIDIA Showcase is located on Level 4, Cobalt Foyer and will be open from 9 a.m. to 6 p.m. local time from January 6 to January 8. CES badge required for entry.
Demos cover AI-powered robotics, real-time simulation, gaming and professional content creation. NVIDIA is also highlighting its partner ecosystems, showing how its technology is used in industries such as transportation, logistics and enterprise automation. Attendees will have direct access to NVIDIA engineers and product experts throughout the week.
Why does NVIDIA’s CES 2026 keynote matter for investors?
Wall Street is following NVIDIA’s CES keynote closely. The company’s chips power a large portion of global AI data centers, making the company’s outlook critical for markets tracking infrastructure spending and economic growth.
The demand for AI chips is expected to reach a high level in 2026, and the global market size for AI semiconductors is expected to rise by 2026. $121.73 billionroughly increased significantly 94 billion dollars This growth is no longer limited to large-scale data centers; It is fueled by a structural shift towards “Physical AI” and edge computing. Hyperscalers like Microsoft, Google, and Meta have already moved to secure 2026 supplies, and NVIDIA is making a big $500 billion order backlog for chips and network equipment. This demand is so intense that the supply of High Bandwidth Memory (HBM), a critical component for NVIDIA GPUs, is reported to be “sold out” for much of 2026.
Comparing the last fiscal year to current forecasts, NVIDIA’s financial trajectory shows a relentless upward trend. for all Fiscal Year 2025NVIDIA reported its total revenue as follows: $130.5 billionIt increased by a staggering 114% compared to the previous year. As we progress Fiscal Year 2026The company reports that it has already set new records $57.0 billion in Q3 revenue alone (up 62% YoY).
Analysts now predict NVIDIA’s quarterly revenue will decline 65 billion dollars By the end of Fiscal Year 2026, this puts the company on track to potentially exceed 200 billion dollars It achieved annual income for the first time in its history.
The Data Center segment continues to be the main driver of NVIDIA’s growth, with approximately 85% to 90% from their total earnings. Data Center revenue hits record in Q3 of FY 2026 $51.2 billionone that represents 66% increase from the same period last year. This increase is largely attributed to the successful increase. Blackwell architectureCEO Jensen Huang described it as an “unusual” request. While Blackwell is the star of 2025, focus is on 2026 Blackwell Ultra and the future Vera Rubin Architecture that promises ten times greater efficiency per megawatt compared to previous generations.
While AI chips for servers are leading the way, NVIDIA is also aggressively diversifying into high-growth sectors: Automotive and Robotics. Automotive revenue increased in last quarter $592 millionincreased by 32 percent compared to last year NVIDIA DRIVER The platform has entered full production for autonomous transportation. Additionally, the company is benefiting from the “AI PC” replacement cycle, achieving double-digit growth in its Gaming and Professional Visualization units (30% and 56%, respectively). By 2026, these segments are expected to provide a “safety valve” for diversified revenue and ensure NVIDIA’s growth remains resilient even as its first hyperscale AI build begins to mature.
Jensen Huang’s views on demand trends, customer adoption or long-term strategy may stimulate investor expectations. Even without a major product launch, NVIDIA’s CES 2026 keynote is likely to shape conversations about artificial intelligence, robotics, and the future of computing far beyond Las Vegas.
