The stocks of companies that provide cooling systems for data centers plunged on Tuesday after Nvidia unveiled more efficient chips.

Bank of America analyst Vivek Arya and his team attended Nvidia’s ( NVDA) CES 2026 keynote and financial analyst Q&A session on January 5. Following the event, they updated their opinion on NVDA stock in a research note shared with TheStreet.

Nvidia Corp. Chief Executive Officer Jensen Huang, the world’s ninth-richest person and head of the most valuable company, said he isn’t concerned about a billionaires tax under consideration in his home state of California.

Let’s delve into details regarding each of the assessed factors, but prior to that, for a quick background: With a $4.6 Tril market cap, NVIDIA offers graphics, computing, and networking solutions for gaming, visualization, data centers, and automotive sectors worldwide, alongside a strategic partnership with Kroger Co.

Nvidia’s Jensen Huang is one of the tech industry’s longest-serving chief executives, leading the chipmaker since cofounding it in 1993. Now he’s the recipient of a long-standing technology award: the IEEE Medal of Honor, established by a predecessor of the Institute of Electrical and Electronics Engineers in 1917.

Nvidia unveiled the Vera Rubin AI computing platform at CES 2026, claiming up to 10x lower inference token costs and faster training for MoE models.

Today, Nvidia announced a significant breakthrough in AI models and simulation tools for autonomous vehicle development. Read more about what analysts are saying here.

Nvidia's biggest gaming reveal at CES 2026 was DLSS 4.5, an update for RTX GPUs that can boost frames rendered by six times via multi-frame generation and sharpen images with an upgraded Transformer AI model.

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.

Vera Rubin, autonomous driving, and all the latest software updates for PC gamers.

Shares of Hyundai Motor rallied on Wednesday by as much as 14.9% to hit a record high in morning trade, outperforming the benchmark KOSPI's 1.2% gain amid market speculation about a potential deeper tie-up with Nvidia.

Nvidia just provided a closer look at its new computing platform for AI data centers, Vera Rubin, a release that could have major ramifications for the future of AI given the industry’s massive reliance on the company’s tech.