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.

The quantum computing rally came to an abrupt end on Wednesday following comments from Nvidia CEO Jensen Huang. During a question-and-answer session with analysts, Huang put forth a more pessimistic view of the quantum computing timeline:

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 stock had risen to a new all-time high of $149.43 a share on Monday but Huang failed to deliver short-term promises to investors on the firm’s artificial intelligence and robotics

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.

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

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

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,

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.”

In a tour de force CES keynote, NVIDIA CEO Jensen Huang explored the multi-trillion dollar opportunities with the ongoing evolution of AI.

Nvidia's recent stock returns have been nothing short of phenomenal. As AI drives the need for more computing power, quarterly revenue increased by over 1,000% since 2020. Much of that came in the last two years as large tech companies spent heavily to build out data centers needed for AI applications.