With its Blackwell architecture well established on AI data centers, cloud services, workstations, and desktop/laptop PCs, Nvidia’s CES 2026 press event is likely to focus less on new launches. Rather,

For Nvidia investors, the key point is not Rivian's timing or feature list. Instead, it's the fact that it can meet its needs with a custom chip, rather than relying on a computing solution from Nvidia.

Elon Musk warns of an AI hardware “all-out war” as Nvidia’s Blackwell rollout accelerates, pushing rivals to race on speed, cost, and scale.

Nvidia’s remarkable rise in 2025, driven by AI demand and strong data center performance, has boosted its valuation to extraordinary levels. What are the risks?

It's true that Nvidia is beginning to face additional pressure as companies like Alphabet and Amazon begin to release competitive chips. However, the pie is getting large enough that many companies can eat. Nvidia's CEO Jensen Huang said he expects spending on AI infrastructure to be between $3 trillion and $4 trillion by 2030.

While one partner said Nvidia’s acquisition of Slurm maker SchedMD, announced on Monday, makes sense for its AI factory push, another raised concerns about Slurm’s future based on Nvidia’s history with a previous software acquisition.

Analyst price targets on Nvidia (NASDAQ:NVDA) stock were initially all over the place. The rally has continued for over 3 years, with both revenue still growing at breakneck speeds. Some analysts are now making bolder moves and are starting to coalesce near even more ambitious targets.

Nvidia said on Monday it acquired AI software firm SchedMD, as the chip designer doubles down on open-source technology and steps up investments in the artificial intelligence ecosystem to fend off rising competition.

Nvidia continues to be a top stock to own heading into 2026.