Author: Mr. Lin Weizhi, Executive Vice President, Ji-Pu Industrial Trend Research Institute

CES (Consumer Electronics Show) is the world's largest consumer electronics show organized by the Consumer Technology Association, and the first thing that came to the public's attention was of course the keynote by nVIDIA CEO Jen-Hsun Huang. Many people still interpret CES 2026 as a "new product specification", "performance improvement", and "short-term demand signal". I think what Huang actually conveyed in his keynote was a higher-level, longer-term message: nVIDIA is trying to publicly anchor its technology path, industry boundaries, and capital spending priorities for AI development in the next decade. This is not a product launch event, but rather a