According to the Financial Associated Press on January 6 (Editor: Liu Rui), from January 7 to 10, the world's largest, most authoritative, and influential technology event CES will be held in Las Vegas, USA.

On January 7th at 10:30 AM Peking time (Tuesday), NVIDIA will hold a keynote speech. $NVIDIA (NVDA.US)$ CEO Huang Renxun will be the main speaker. As a darling of the Global AI community, NVIDIA's keynote speech is highly anticipated.

Is the RTX 50 series GPU about to make its debut?

In this important speech, Jensen Huang is expected to cover several significant topics, among which the most anticipated focus is the RTX 50 series GPUs.

According to previous rumors, NVIDIA is expected to release the new RTX 5090/5080 graphics cards at CES 2025.

At last month's TGA awards ceremony, the famous game IP 'The Witcher 4' directly revealed in its first trailer that the game is 'pre-rendered on Unreal Engine 5 and an undisclosed Nvidia GeForce RTX GPU.' This news significantly strengthens speculation about the imminent debut of the RTX 50 series GPUs, and this week's CES speech is considered the most likely stage for the product's release.

Rumors suggest that the performance of the RTX 5090 may improve by 70% compared to its predecessor. It is said that this GPU features 21,760 CUDA cores. In terms of memory, the RTX 5090 is expected to have a 512-bit wide 32GB GDDR7 memory, while the RTX 5080 is not to be outdone, estimated to feature 10,752 CUDA cores and equipped with 16GB GDDR7 memory with a 256-bit wide interface.

In terms of price, it is rumored that the RTX 5080 could cost as much as $1600—equivalent to the price of the RTX 4090. The price of the RTX 5090 may exceed $2000. Market analysts suggest that if the RTX 5090 is indeed as expensive as rumored, it may be more focused on the professional Consumer market for AI training.

In addition to the RTX 5080 and RTX 5090, NVIDIA may also announce some lower-tier graphics cards, but if they are indeed revealed, they might take some time before officially launching. Additionally, we might hear some details about the Nvidia RTX 50 series mobile product line.

Will more AI-related ambitious plans be announced soon?

Of course, Wall Street will be more focused on the details regarding NVIDIA's AI Hardware status that Huang Renxun will share. We may hear more news about the company's Blackwell AI chip, which is set to launch in late 2024 and will begin mass shipments this year.

Bank of America Analyst Vivek Arya predicts that NVIDIA will provide another update to its Datacenter/AI GPU lineup, "including the current generation Blackwell (GB200, B200), the upgraded version expected to be launched in the second half of the year (GB300, B300), and a preview of the next generation Rubin (expected to be released in fiscal year 2026)."

Additionally, Vivek Arya put forth a bold guess. She expects that NVIDIA may formally announce its entry into the AI PC market at the exhibition.

Arya stated that at CES, NVIDIA may officially enter the "AI PC (market), possibly through collaboration or an independent PC CPU approach." This aligns with another recent report by Truist Securities Analyst Will Stein, who wrote in his report:

"We believe NVIDIA will announce the launch of Client CPUs in 2025, potentially bringing an additional market size of around $35 billion."

Analysts also expect that NVIDIA may showcase its latest Robotics Strategy and the Jetson Thor platform designed for humanoid robots at the CES exhibition, which is closely related to 'Embodied AI'.

After Jensen Huang's speech, NVIDIA will host media, analysts, customers, and partners at the Fontainebleau resort in Las Vegas.

Senior Analyst Stephen Guilfoyle stated: 'The setup at the resort will feature hands-on demonstrations aimed at showcasing innovations in AI, Robotics, and Accelerated Computing in the fields of Autos, Enterprise, and Robotics, as well as exploring the so-called 'Omniverse,' which seems similar to what Meta calls the 'Metaverse.'

编辑/jayden