As CES opens, my focus is less on flashy demos and more on how Nvidia $NVIDIA(NVDA)$
From my perspective, robotics is no longer a distant concept story—it's becoming a capital allocation question. Advances in sensors, inference chips, and real-time decision-making are finally converging, and both Nvidia and AMD are positioning their platforms as the "operating systems" of intelligent machines. If robots move beyond labs and pilot programs into factories, warehouses, and homes, that could create a second demand curve that is structurally different from cloud capex cycles.
That said, I remain cautious on consumer-facing AI hardware. We've already seen that early AI devices struggled to convert novelty into sustained demand. For this cycle to be different, companies need to show real use cases where AI materially changes cost structures or productivity—not just adds features. CES will matter less for unit sales guidance and more for whether the narrative shifts from "AI-enabled" to "AI-essential."
What I'll be watching closely is how Nvidia and AMD talk about ecosystem lock-in. Robotics isn't just about chips—it's about software stacks, developer tools, and long-term deployment. Nvidia's strength in CUDA and simulation gives it a head start, while AMD's opportunity lies in offering more open, cost-efficient platforms. The winner won't be decided by keynote applause, but by who becomes embedded in customers' long-term roadmaps.
So is robotics the next stock "engine"? I think it has the potential to be one—but not overnight. In the near term, it's a narrative catalyst. In the medium term, it becomes an execution test. And in the long run, if physical AI scales the way digital AI did, CES 2026 might look back at this moment as the start of a new chapter rather than just another tech showcase.
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