Jensen Huang took to the CES stage on Monday to share the latest from NVIDIA, and while the presentation was more a refresher of technologies the company has been working on for the past few years, there were a couple of notable announcements.

At CES 2026, Jensen Huang said Nvidia is scaling full AI systems as reasoning, agents, and physical AI drive exploding compute, power, and memory demand.

Jensen Huang will take the stage today, Jan. 5, at 4 p.m. ET/1 p.m. PT to deliver his 90-minute keynote, and the event will livestream on YouTube. CNET is reporting live from the ground to capture all the announcements in real time.

Nvidia CEO Jensen Huang also offered a counterintuitive prediction about how robots will affect human jobs.

Jackson said that faster chips aren't the big news from Jensen Huang's talk. Instead, the shifting nature of AI infrastructure is the key takeaway.

The biggest buzzword of the night was “physical AI,” Nvidia’s term for AI systems that don’t just generate content but actually act. These models are trained in virtual environments using synthetic data, then deployed into physical machines once they’ve learned how the world works.

Nvidia’s Rubin AI drives higher demand for storage and memory. Expect continued shortages and higher prices in 2026. Jensen Huang named 2026 IEEE Medal of Honor winner.

Gamers should check out Nvidia's steam tonight for consumer-focused news. Jensen Huang's speech at CES this afternoon prioritized AI data center chips.