Las Vegas has always been a place of surprises and amazement, but there have been moments during the CES when the onstage presence of Jensen Huang was more powerful. When Nvidia’s CEO takes the platform, the analysts, competitors, investors, and lawmakers tend to listen very carefully.

This year, his visit is at a particularly complex time, as Nvidia not only holds the title as the most valuable publicly traded firm in the world, but also faces the pressure from competitors, who are also among its largest clients.

Focus will be on Jensen Huang

Huang will speak to the audience at the Consumer Electronics Show in Las Vegas on Monday at 4 p.m. EST, a time that has long been reserved to companies with significant announcements to make.

The possibility is very high that Nvidia will take the opportunity to reveal the next step in its product expansion, as the interest in artificial intelligence continues to modify the semiconductor industry’s landscape.

CES has evolved into a platform where corporations showcase not only their most progressive consumer products, but also their most strategic moves. For Nvidia, the participation in this year’s CES is aimed at solidifying its position as a leader at a time when dominance is no longer an assumption.

A Strategic Act

Less than two weeks before the event, Nvidia made a remarkable move by acquiring both the talent and chip technology from the startup Groq. Those who are joining Nvidia include such executives who were vital in developing Google’s AI chips.

The recruitment has made it very obvious that Nvidia is not just rectifying its position through the use of its hardware, but also through workers that understand how its biggest customers think.

Also, the irony is very hard to overlook. Google is still among the topmost customers of Nvidia, but its in-house chips have already been able to compete with Nvidia and give it a tough time.

In close cooperation with companies such as Meta Platforms, Google has been advocating for alternative AI accelerators, which could slowly but surely diminish the dependence on Nvidia’s GPUs.

Clients Becoming Rivals

Nvidia’s largest challenge might not originate only from the usual competition. Big cloud providers such as Google and Meta are capable of both creating their own silicon due to their financial power and technical expertise.

These chips might not be as good as Nvidia’s most advanced ones, however they can be suitable for a certain range of workloads, and this is enough to disturb the market.

The market change is a reflection of the industry’s overall change, where Nvidia has stopped competing only on the basis of performance; now it does so through the ecosystem, software, and speed of innovation.

The CES presentation gives Huang an opportunity to show the customers the relevance of Nvidia’s integrated approach again.

Politics & Battle for Performance

Nvidia’s strategy is also affected by geopolitics. Recently, there was a surge in the demand for Nvidia’s H200 chip in China, which is the predecessor of its current flagship Blackwell processor. The increase in sales follows U.S President Donald Trump’s move to permit the H200 to be sold into the Chinese market, which is a decision that has led to concerns among China hawks in the U.S.

Nvidia now has the opportunity to convince people that its new products have a very significant offer compared to H200, even at the same time when its old chips are in huge demand in foreign countries. The topic of gaining performance advantage over H200 will probably be one of the main points of Huang’s presentation.

CES Lineup is Impressive

Huang will not be the only one that will attract attention at CES. Along with him, AMD’s CEO Lisa Su will also be present and deliver a speech, which will give the investors a direct comparison of the two most powerful and influential people in the chip industry.

Among other prominent speakers are Oura CEO Tom Hale and Lenovo CEO Yuanqing Yang, which indicates the accelerating importance of CES as a place to discuss strategic stories, rather than just new product launches.

Importance of This Keynote

Nvidia’s stakes are not just limited to the headlines. The company needs to convince the market that it is not only ahead of AMD, its direct competitor, but also of its customers who are determined to turn into rivals.

The keynote of Huang is expected to stress on the areas of innovation, performance, and scale, which are the very foundations that have taken Nvidia to its current stature. As AI-related businesses grow increasingly competitive, the words from Nvidia in Las Vegas will be closely analyzed.