Nvidia CEO Huang to Address CES Amid Rising Competition

• Nvidia recently hired executives from Groq who were instrumental in helping Google design its own AI chips, which now pose a significant threat to Nvidia's AI chip dominance
• The company is expected to showcase newer chips like the H200, which President Trump has allowed to flow to China and serves as the predecessor to Nvidia's current flagship 'Blackwell' chip
• Other major tech CEOs speaking at CES include AMD's Lisa Su, highlighting the competitive landscape in the semiconductor industry

Summary: Nvidia CEO Huang to Address CES Amid Rising Competition

Nvidia CEO Jensen Huang is scheduled to deliver a keynote address at CES on Monday, January 5 at 4 p.m. EST (2100 GMT), where he may unveil new product plans as the world's most valuable listed company confronts intensifying competitive pressures.

Key Developments:

Nvidia faces mounting competition from multiple fronts. Less than two weeks before CES, the company hired key executives from startup Groq who previously helped Alphabet's Google design proprietary AI chips. Google, while remaining a major Nvidia customer, now poses a significant competitive threat alongside other tech giants developing in-house chips to challenge Nvidia's AI dominance.

Product Focus:

Nvidia aims to demonstrate the capabilities of chips like the H200, which U.S. President Donald Trump has authorized for export to China. The H200 preceded Nvidia's current flagship "Blackwell" chip, though specific performance details were not disclosed in the article.

Market Context:

The speech occurs as Nvidia navigates a complex competitive landscape where its own customers are simultaneously becoming rivals by developing alternative AI chip solutions. This trend represents a strategic challenge to Nvidia's stronghold in the AI chip market.

Other Notable CES Speakers:

AMD CEO Lisa Su, Oura CEO Tom Hale, and Lenovo CEO Yuanqing Yang are also featured speakers at the annual technology trade show.

Market Implications:

Investors will closely watch Huang's announcements for insights into Nvidia's strategy to maintain market leadership amid growing competition from both established tech giants and emerging startups in the AI semiconductor space.