What CEOs Are Saying: Jensen Huang at CES + 2 AI Earnings Calls
Under Jensen Huang’s leadership, NVIDIA has ridden the AI wave to become the world’s most valuable company, with a current market cap of $4.5T.
This is, of course, because the company supplies the specialized chips that power the AI systems most of us use daily, constantly, maybe obsessively.
Today, let’s look at Huang’s Q&A, which followed his CES keynote in Las Vegas. That keynote is also worth a watch:
We’ll then contextualize with quick takeaways from two earnings calls from AI companies that happened last week.
NVIDIA Corporation (NVDA) - CES 2026 Analyst Q&A
Huang’s January 5 analyst session following the CES keynote in offered a window into how the company plans to maintain its AI dominance.
The top takeaways as I see them:
