---
title: "Three takeaways from Jensen’s CES keynote that ended at 5:30p ET: $NVIDIA(NVDA.US) shares are flat i"
description: "Three takeaways from Jensen’s CES keynote that ended at 5:30p ET: $NVIDIA(NVDA.US) shares are flat in after-hours trading.1. I was disappointed there was no direct commentary on demand. My take: don’t"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000380964.md"
published_at: "2026-01-06T00:38:50.000Z"
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449)"
---

# Three takeaways from Jensen’s CES keynote that ended at 5:30p ET: $NVIDIA(NVDA.US) shares are flat i

Three takeaways from Jensen’s CES keynote that ended at 5:30p ET: $NVIDIA(NVDA.US) shares are flat in after-hours trading.

1\. I was disappointed there was no direct commentary on demand. My take: don’t read into it. My take: Demand is still running ahead of expectations and I still expect 65% plus growth this year. The Street is at 50%. Looking back at last year’s keynote, this year’s high-level comments were similar.

2\. Spotlight on Physical AI. Jensen dubbed this the “ChatGPT moment” for machines to understand, reason, and act in the real world. My take: the Physical AI push steals the show.

3\. Announced a partnership with Siemens to use its tools for robot simulation. My take: it gets lost among the many partnerships Nvidia has announced over the past three months. What matters is that each new partnership strengthens the company’s competitive moat.

Source: Gene Munster

### Related Stocks

- [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.