NVIDIA’s Bold Vision Sparks Debate Among Analysts at CES 2025

Mixed Reactions to New Initiatives: Wall Street analysts and industry experts displayed varying responses to NVIDIA Corp.‘s NVDA ambitious plans revealed at CES 2025, particularly focusing on artificial intelligence and self-driving car technology.

Keynote Highlights: NVIDIA CEO Jensen Huang stirred discussion during his keynote speech at Mandalay Bay Arena in Las Vegas. He predicted that self-driving vehicles could emerge as “the first multi-trillion dollar robotics industry.”

Support for NVIDIA’s Vision: CEO of Gerber Kawasaki Wealth and Investment Management, Ross Gerber, expressed enthusiasm for Huang’s address, stating, “Nvidia has changed the world” and looking forward to “incredible things to come.”

Concerns Raised: However, Gordon Johnson, an analyst at GLJ Research, disagreed. He warned that the widespread adoption of autonomous vehicles could lead to significant job losses in the transport sector, potentially resulting in global economic downturns.

Collaborations and Innovations: The presentation also spotlighted NVIDIA’s partnership with Meta Platforms Inc. META to enhance Llama models. Daniel Newman, CEO of The Futurum Group, suggested this collaboration may outperform OpenAI, stating, “open source wins out here.”

New Product Launch: NVIDIA introduced its GeForce RTX 5000 graphics cards, with the flagship RTX 5090 priced at $1,999. The new GPU is claimed to deliver double the performance of its former model, offering 32GB of GDDR7 memory and 21,760 CUDA cores. These models are set for release on January 30, with additional affordable options to follow.

Advanced AI Systems: Huang also showcased the Grace Blackwell NVLink 72 system featuring 72 Blackwell GPUs and 2,592 Grace CPU cores, designed for advanced AI applications. Bob O’Donnell from TECHnalysis Research noted that NVIDIA’s optimized Llama models “could have a big impact.”

Stock Market Update: NVIDIA’s stock finished Monday’s trading at $149.43, a rise of 3.43%, and increased by another 0.57% in after-hours trading, reaching $150.28. However, it fell 0.54% on Robinhood Markets’ overnight trading service. Over the last year, NVIDIA has demonstrated impressive growth, gaining 185.99%, as reported by Benzinga Pro.

NVIDIA’s consensus price target is set at $170.56, with estimates ranging from $120 to $220. The recent ratings indicate an average price of $154.67, suggesting a potential upside of 2.92%.

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Disclaimer:This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.