The Consumer Electronics Show (CES) in Las Vegas remains a must-see event for technology and hardware enthusiasts. But beyond innovation, the show has also become a field of observation for investors, curious to discover the trends that will shape tomorrow’s markets.
A CES that sets the tone from the opening
Impossible to talk about CES without mentioning Nvidia. Historically, the show has always been marked by the announcement of new graphics cards dedicated to gaming. This year again, Jensen Huang kicked off the event by unveiling the RTX 50 range, which is based on the new Blackwell architecture, optimized for artificial intelligence.
In addition to these GPUs, Nvidia also announced the fourth generation of DLSS, its AI graphics enhancement technology. Gaming, although now less central than data centers for Nvidia, still represents more than 15% of its turnover and remains a strategic activity for the firm. Faced with this behemoth, AMD don’t stay behind. This year, Nvidia’s competitor has focused on processors, taking advantage of Intel’s difficulties to strengthen itself in this segment.
Video game fans are also waiting for news from Nintendo. Rumors about the brand’s future console are intensifying, and several sources indicate that it would be equipped with an Nvidia chip. Any announcement around this new Switch could have a direct impact on the price of the Japanese publisher.
The omnipresence of artificial intelligence
AI has become an essential keyword, and all companies want to be associated with it. However, industry giants like OpenAI, Meta, Alphabet et Microsoft are not present at CES. The show has not yet established itself as a central place for major advances in artificial intelligence, but rather as a space to observe trends and concrete applications.
Samsung illustrates this dynamic well. The South Korean brand, which had gone through a period of decline on the stock market, had revived the fashion for foldable devices with its Fold model, presented at a previous CES. This year again, the event allows you to discover its innovations, just like those of Qualcomm with its new Snapdragon chips, which will equip the next smartphones.
Two particularly anticipated sectors
CES is not limited to smartphones, PCs or televisions. It also stands out as a showcase for the latest advances in more unexpected fields, notably automobiles and health.
In the automotive sector, the show is a real laboratory for observing the innovations of the future. Many announcements are still prototypes, but they give an idea of future trends. Xpeng unveils a new version of its flying car prototype, BMW presents its latest integrated screens for electric vehicles, while Honda lifts the veil on two new models inspired by previous concepts. Sonyalready involved in the automobile industry, is also taking advantage of the show to launch the first pre-orders for its electric car
On the health side, the focus is on connected gadgets, particularly in the United States, where access to care remains a costly problem for many citizens. Last year, Samsung made an impact with its Galaxy Ring, smart rings allowing advanced health monitoring. Competition is intensifying in this market, and new innovations are expected this year.
CES 2025 confirms its status as a flagship event, where the major technological trends of the years to come are taking shape. If some announcements remain anecdotal, others could well have a lasting impact on the markets and the overall economy.
