摘要：During his 90-minute keynote at the 2025 CES trade show on Monday, Huang presented new products to advance gaming, autonomous vehi
TMTPOST -- Nvidia Corporation shares settled 6.2% lower on Tuesday for their worst day in four months. Shares pared almost a gain of 2.5% at the opening bell but then turned south as the CEO Jensen Huang delivered a highly-anticipated keynote but stopped short of any near-term catalyst.
Credit：Nvidia
During his 90-minute keynote at the 2025 CES trade show on Monday, Huang presented new products to advance gaming, autonomous vehicles, robotics, and agentic artificial intelligence (AI) to more than 6,000 audience on site. He introduced the Nvidia GeForce RTX 5090 GPU, the most powerful GeForce RTX GPU so far, with 92 billion transistors and delivering 3,352 trillion AI operations per second (TOPS).
“Here it is — our brand-new GeForce RTX 50 series, Blackwell architecture,” Huang said, holding the blacked-out GPU aloft and noting how it’s able to harness advanced AI to enable breakthrough graphics. “The GPU is just a beast.” He added that “even the mechanical design is a miracle,” noting that the graphics card has two cooling fans.
Other Nvidia’s innovations powering the new era of AI and groundbreaking annoucements include Cosmos World Foundation Model platform, which advances physical AI with new models and video data processing pipelines for robots, autonomous vehicles and vision AI; AI foundation models for RTX PCs feature NVIDIA NIM microservices and AI Blueprints for crafting digital humans, podcasts, images and videos; Project DIGITS bringing the power of Nvidia Grace Blackwell to developer desktops in a compact package that can practically fit in a pocket. In addition, Nvidia is partnering with Toyota for safe next-gen vehicle development using the Nvidia autonomous vehicle developement platform DRIVE AGX in-vehicle computer running Nvidia DriveOS.
Nvidia’s releases gave upbeat outlook in the long run, but didn’t meet expectation of some investors to offer much upward room in the near term. “Nvidia’s announcements today are significant, but long-tailed,” said Stifel analyst Ruben Roy In a note late Monday. For example, the company's new Project Digits AI supercomputer is "perhaps not a significant revenue needle mover," but could help deepen Nvidia's developer network.
Besides, Huang provided few developments of Nvdiia’s most lucrative business-- chips to train and run AI models. “Many investors were hoping for more concrete progress updates on the ramp of Blackwell [AI chips] and some input as to the company’s progress with its next generation GPU [graphics-processing unit] platform, Rubin,” wrote Benchmark analyst Cody Acree. Huang just said Nvidia’s Blackweell AI processors are in full production. But Acree noted that "there was zero mention of Rubin, although to be fair, this next-generation design is not expected until 2026."
The selloff of Nvdia seems more like a reaction of “buy on the rumor and sell on the news”, given shares hitting record high close right ahead of Huang’s speech. However, it is noteworthy that analysts remained optimistic on Nvidia in the coming year.
"Our key takeaway is Nvidia continues to enhance and develop both AI hardware and software offerings that will help maintain its AI leadership as the market transitions to physical AI," Rosenblatt Securities analyst Hans said in a client note. Mosesmann maintained his buy rating on Nvidia with a target of $220, which suggested a 47% rise from the Monday close.
Huang showed how the company is stretching its "enormous technology lead," commented Wedbush Securities analyst Daniel Ives, who maintaining his outperform rating on Nvidia. Huang’s speech made him fell even more bullish about Nvidia and the overall AI Revolution, Ives said in a report. “The robotics and autonomous technology market alone represents another $1 trillion of incremental market opportunity that Nvidia now can tap into over the coming years which speaks to our view this company will exceed $4 trillion market cap and ultimately could be a $5 trillion market cap valuation as we head into the next 12 to 18 months,” wrote Ives.
来源：钛媒体
