NVIDIA to watch during CES

AREA member Nvidia featured multiple times in an article on the AFR.com Financial Review website.  CES (Consumer Electronics Show) is currently on in Las Vegas.  Here’s a look at what analysts say investors will be looking for at the CES related to Nvidia and others:

  • Automotive – stocks most likely to respond to CES-related events should be Ambarella and Nvidia, Morgan Stanley analysts led by Joseph Moore and Craig Hettenbach said.
  • Nvidia is “at the centre” of many of the key innovations in consumer electronics.
  • While Nvidia will probably remain at the top of investors’ minds when thinking about AI, Intel will probably feature recent advances in the field at the event;
  • Look for updates from Nvidia regarding progress of Drive PX Pegasus platform, clarity on how the company plans to cut operating temperature and power consumption, and new partnerships and potential end-customers, KeyBanc analysts said.
  • Updates on Intel’s long-term approach to the the AR/VR ecosystem are of interest given the company’s recent move to wind down its headset reference design, MKM’s Roy said.
  • Nvidia is also expected to highlight its emerging AR/VR technologies.
  • Companies will probably showcase mobile-based augmented-reality applications, Bloomberg Intelligence analysts Jitendra Waral and Sean Handrahan said.
  • AR hardware prototypes are bound to be shown by larger companies and start-ups, but the hardware may still be years away as a supply chain and standards are still missing; until then, mobile AR will be at the forefront and CES may preview some of the ways that companies leverage AR to differentiate their products;


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