Nvidia stock surged to a record high on Tuesday, following a highly anticipated keynote by CEO Jensen Huang at the 2025 Consumer Electronics Show (CES) in Las Vegas. Huang’s speech, which focused on Nvidia’s latest advancements in artificial intelligence (AI), sparked investor optimism, driving the AI chipmaker’s stock to new heights.
Stock Hits All-Time High
Shares of Nvidia briefly rose by 2% on Tuesday, reaching an intraday high of $153.13. This marks the company’s highest-ever stock price, briefly positioning it as the largest company in the world by market value. The stock’s performance extended a 3% gain from the previous day, though it reversed course later in the morning, trading about 2% lower by 10:00 a.m.
CEO’s Bold Vision for AI
At CES, Huang unveiled several major product announcements, including a $3,000 AI-powered personal computer, a new line of gaming graphics cards, and updates to Nvidia’s robotics and autonomous driving initiatives. Huang emphasized that the “ChatGPT moment” for general robotics is imminent, signaling a transformative leap for the industry.
Analysts were particularly impressed by the company’s expanding AI presence, with Wedbush Securities’ analyst Dan Ives describing the announcements as a “slew of new AI technology.” He added that Nvidia’s technological advancements, particularly in robotics and autonomous technology, would further solidify the company’s dominance in the semiconductor and tech sectors.
Nvidia’s $1 Trillion AI Opportunity
Ives highlighted the vast potential of Nvidia’s AI-driven robotics and autonomous technology, estimating these initiatives could represent a $1 trillion opportunity for the company. He is confident that Nvidia could reach a $5 trillion market valuation within the next 12 to 18 months, up from its current $3.7 trillion valuation. This projection suggests a potential upside of 35% from its present stock levels.
Analysts Remain Bullish
Bank of America analyst Vivek Arya echoed Ives’ positive outlook, noting that Nvidia is extending its AI leadership across both hardware and software, moving from the cloud to enterprise and consumer markets. Arya maintained a “Buy” rating for Nvidia, emphasizing the company’s continued dominance in AI-driven computing.
One of the key highlights of Huang’s keynote was Nvidia’s new autonomous driving partnership with Toyota. Arya believes this collaboration will help Nvidia’s auto division reach an annual revenue run rate of $5 billion by 2026. Additionally, Arya pointed to Nvidia’s next-gen Blackwell GPU chip, which is now in full production across more than 200 configurations, as another indicator of the company’s expanding AI footprint.
Nvidia’s Expanding AI Ecosystem
As Nvidia continues to lead in generative AI and computing, analysts believe its influence will only grow. From cloud applications to enterprise solutions and consumer products, Nvidia’s AI ecosystem is quickly expanding. Investors are closely watching these developments as the company continues to strengthen its position in the evolving AI landscape.
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