Nvidia’s new, more efficient racks could lessen the need for products that use cold water to remove excess heat from data centers.

The real story at CES 2026 was Nvidia’s continued effort to redefine what “infrastructure” means in a world that is increasingly dependent on AI.

Nvidia Corp. Chief Executive Officer Jensen Huang, the world’s ninth-richest person and head of the most valuable company, said he isn’t concerned about a billionaires tax under consideration in his home state of California.

Nvidia finalized a $5B Intel stake after FTC approval, buying 214.7M shares. The move bolsters Intel’s foundry push as 18A ramps.

DLSS 4.5 brings dynamic multi-frame generation to GeForce RTX 50-series cards and improved Super Resolution upscaling for the rest of us.

Wall Street also is hardly backing away from Nvidia, with 76 of the 82 analysts who cover the company holding buy ratings and only one recommending selling. The average Wall Street price target implies a gain of 37% over the next 12 months, which would push its market value over $6 trillion.

Nvidia unveiled the Vera Rubin AI computing platform at CES 2026, claiming up to 10x lower inference token costs and faster training for MoE models.

Equity research firm Evercore ISI said recently that it sees Nvidia stock at $352 by the end of 2026. That would be an increase of around 86% from the current stock price. Analyst Mark Lipacis raised his price target on the stock from the earlier level of $261, stating that Nvidia's revenue growth could jump to 79% by the middle of 2026.