Analysts at J.P. Morgan Chase pointed out in the research report that Nvidia and Chaowei Semiconductor both emphasized explosive growth demand in their keynote speeches at CES. Currently, many customers are facing the dilemma of limited computing power and are in urgent need of more production capacity. Analysts write that both companies see “physical artificial intelligence” — AI technology applied to robotics and autonomous driving — as a huge and largely untapped opportunity. Analysts pointed out that compared to AMD, Nvidia appears to have an advantage in gaining more market share. Additionally, analysts mentioned that demand for traditional PCs and servers appears to be quite steady in 2026. “Intel is leveraging its scale and ecosystem advantages to develop and drive AI processing capabilities from PC computing power to a wide range of AI edge devices,” they said.

Analysts at J.P. Morgan Chase pointed out in the research report that Nvidia and Chaowei Semiconductor both emphasized explosive growth demand in their keynote speeches at CES. Currently, many customers are facing the dilemma of limited computing power and are in urgent need of more production capacity. Analysts write that both companies see “physical artificial intelligence” — AI technology applied to robotics and autonomous driving — as a huge and largely untapped opportunity. Analysts pointed out that compared to AMD, Nvidia appears to have an advantage in gaining more market share. Additionally, analysts mentioned that demand for traditional PCs and servers appears to be quite steady in 2026. “Intel is leveraging its scale and ecosystem advantages to develop and drive AI processing capabilities from PC computing power to a wide range of AI edge devices,” they said.