Zhi Tong Cai Jing·2026-01-06 13:35Core Insights - Nvidia and AMD made significant announcements at CES 2026, with Nvidia launching the Alpamayo model family for autonomous driving and announcing the full-scale production of its next-generation computing platform, Vera Rubin [1] - Analysts from Wedbush Securities expressed strong optimism about Nvidia's market potential, predicting its market capitalization could exceed $5 trillion in the short term and potentially reach $6 trillion [1] - The new foundational model for autonomous vehicles is seen as a marginal benefit for Tesla, which aims to accelerate its autonomous driving technology over the next decade [1] Group 1 - The AI capital expenditure wave is expected to benefit global enterprises by $3 to $4 trillion over the next three years, marking a significant paradigm shift in technology spending [2] - The CES event is viewed as a pivotal moment in the tech industry, with key IT decision-makers recognizing the ongoing transformation in technology spending [2] - Nvidia and AMD highlighted the explosive growth in inference tokens as a core driver of computing demand, with many customers urgently requiring more capacity [2] Group 2 - Morgan Stanley analysts noted that while there were no major surprises at the conference, confidence in Vera Rubin remains positive amid rising competition from Google's TPU [3] - The analysts emphasized that AMD's success is largely driven by the overall strong demand for computing power rather than a long-term competitive advantage in total cost of ownership [3] - Despite AMD's relative strength in the CPU market, concerns about memory price increases lead to a cautious outlook on its short-term growth prospects [3]