In this podcast, Motley Fool analyst David Meier and host Mary Long discuss Nvidia CEO Jensen Huang's CES keynote, plus: All "the cool stuff that's coming," from personal supercomputers to self-driving trucks and AI-rendered worlds.

It’s a big event every year, but this year we've seen some really eye-opening news on advancements in AI, and hardware in particular.

The Nvidia boss unveiled a new AI platform at CES called Cosmos, which aims to give robots and autonomous cars endless real-world scenarios to study.

Nvidia CEO Jensen Huang used his CES 2025 keynote to unveil the company’s next generation of GPUs and declare the rise of "Agentic AI"—a shift he says will create a multi-trillion-dollar industry and redefine how people work.

Continued Ives, “We could go back to quarters where the stock sells off, bears come out of hibernation mode, stock goes to $100, then all of a sudden, two months later, back up to all-time highs. These knee-jerk reactions, it’s easy to get scared by them because they don’t say anything about near-term demand.”

Nvidia CEO's comments on quantum computing caused a market drop, erasing $8 billion from companies like IonQ, Rigetti, and D-Wave. Huang suggested useful quantum computing may be 15-30 years away. D-Wave's CEO disagreed,

Huang’s hotly anticipated speech brought mention that Micron is providing memory for new Blackwell gaming chips.

Quantum stocks like Rigetti, IonQ and D-Wave Quantum saw steep losses after Nvidia CEO Jensen Huang said quantum computers are decades away.

AI models that take inspiration from the mental models of the world that humans develop naturally. At CES 2025 in Las Vegas, the company announced that it is making openly available a family of world models that can predict and generate "physics-aware" videos. Nvidia is calling this family Cosmos World Foundation Models, or Cosmos WFMs for short.

Nvidia’s stock is on the upswing after its CEO, Jensen Huang, unveiled a suite of new products, services and partnerships at CES 2025.

"The ChatGPT moment for general robotics is just around the corner," Nvidia CEO Jensen Huang said in his keynote speech at CES.