---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000379671.md"
description: "Two pressure points going into Jensen’s CES keynote today at 4pm ET.1. Commentary on demand.He will likely reiterate that they can’t keep up with demand and reaffirm the $500B target. This ties back to Jensen’s October 28 comments around the $500B Blackwell + Rubin revenue pipeline implying at least 54% revenue growth in CY26, above the Street’s current 50% target. That estimate excludes any incremental bookings and any revenue from China. My take: Over the past two months, investors have been reluctant to give the company credit for the good news. $NVIDIA(NVDA.US)’s stock reaction tomorrow will be a read on whether sentiment has shifted. I expect CY26 revenue growth will end the year up more than 65%.2. A series of smaller announcements, including new gaming offerings and robotics initiatives.My take: Not important.Source: Gene Munster"
datetime: "2026-01-05T15:33:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000379671.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000379671.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000379671.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# Two pressure points going into Jensen’s CES keynot…


### Related Stocks

- [NVDA.US](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.**