CES 2025 will be held next week. Bank of America predicts that NVIDIA will announce its entry into the AI PC market! There is a small probability of launching a CPU.

The global consumer electronics event '2025 CES' will take place from the 7th to the 10th of January. Analyst Vivek Arya from Bank of America recently released a report predicting that AI chip giant Nvidia will officially announce its entry into the AI PC market and may even unveil an independent PC CPU. The CEO of Nvidia, Jensen Huang, will deliver a keynote speech at CES on the 6th at 6:30 PM local time, making it the most anticipated event. According to Arya, CES is expected to be a positive catalyst for Nvidia's stock price, reaffirming its dominant position and potential business opportunities in the high-end growth market. Nvidia is expected to release major updates for its overall robot strategy and the 'Jetson Thor' platform designed specifically for humanoid robots, aligning with the emerging theme of 'physical AI.' Additionally, Nvidia is likely to announce the RTX 50 series of PC gaming graphics cards, codenamed Blackwell, which are expected to feature improved 'neural rendering' capabilities and faster GDDR7 memory. Nvidia is also expected to update its data center/AI GPU product line, including the current Blackwell (GB200 and B200) and the upcoming GB300 and B300, and may even provide a preview of the next-generation Rubin architecture GPU, expected to be released in 2026. The key prediction by Vivek Arya is that Nvidia will officially announce its entry into the AI PC market, most likely through partnerships, with a smaller probability of releasing an independent PC CPU. This aligns with the view of Truist Securities analyst Will Stein, who recently released a report stating that Nvidia is expected to announce the launch of client CPUs this year, opening up a potential market worth nearly $35 billion. It is worth noting that Nvidia recently announced the launch of the Jetson Orin Nano Super, a mini AI supercomputer priced at only $249, which is half the price of its predecessor. The Jetson Orin Nano Super is equipped with powerful computing power of nearly 70 trillion operations per second and consumes only 25 watts of power, allowing developers of robots, industrial automation, and other hardware to perform AI calculations without the need for a data center. Unlike Nvidia's core business, which primarily serves large enterprises and AI startups, the Jetson series of computers expands the scope of participation, allowing small companies to experiment with integrating AI capabilities into their products using the lower-cost Jetson Orin Nano Super. Despite the US government's restrictions on Nvidia's sale of advanced AI chips to China, Nvidia has stated that Jetson series products can be purchased through local distributors in China. With the arrival of CES, the market expects that Huang Renxun will use this event to announce the launch of a complete product line, showcasing Nvidia's leadership position and future layout in the AI field, ranging from AI GPUs and PC CPUs to comprehensive solutions for individuals and enterprises. Related reports include 'TSMC's 2nm chips are too expensive! Rumors suggest Apple will continue to use 3nm chips, Nvidia and Qualcomm may switch orders?' and 'The intensifying chip war between China and the US! China launches an antitrust investigation into Nvidia, how much will it impact Nvidia's performance?' and 'Nvidia's earnings report is coming! The impact of the Federal Interest Rate or inflation data could be even greater, Wall Street's forward-looking analysis and summary' and 'CES 2025 is coming next week: Bank of America predicts that Nvidia will announce its entry into the AI PC market! There is a small probability of launching a CPU.' This article was originally published on BlockTempo, the most influential blockchain news media, under the title 'BlockTempo-Dynamic Zone'.