Wall Street analysts and industry experts have expressed mixed reactions to the company’s ambitious technology roadmap. NVIDIA Corp. (NASDAQ:NVDA), particularly regarding its artificial intelligence and autonomous driving initiatives, which were revealed at CES 2025 on Monday.
What happened: During his keynote speech at the Mandalay Bay Arena in Las Vegas, Nvidia CEO Jensen Huang sparked debate by predicting that autonomous vehicles would become “the first multi-trillion dollar robotics industry.”
Ross GerberPDG de Gerber Kawasaki Wealth and Investment Managementpraised the presentation, declaring that “Nvidia changed the world” and anticipating “incredible things to come.”
The analyst of GLJ Research, Gordon Johnsonsharply disputed that view, warning that widespread autonomous vehicles could trigger “global depressions” by displacing transportation workers.
The presentation also highlighted Nvidia’s collaboration with Meta Platforms Inc. (NASDAQ:META) to refine open source Llama models. Daniel NewmanPDG de The Futurum Groupsuggested that this partnership could potentially surpass OpenAInoting that “open source wins here.”
The chipmaker revealed its next-generation GeForce RTX 5000 series graphics cards, headlined by the flagship RTX 5090 priced at $1,999. Nvidia claims the new GPU offers twice the performance of its predecessor, with 32GB of GDDR7 memory and 21,760 CUDA cores. The company plans to release the RTX 5090 and 5080 models on January 30, with other more affordable models to follow later.
Huang also demonstrated the Grace Blackwell NVLink 72 system, comprising 72 Blackwell GPUs and 2592 Grace CPU cores, designed to power advanced AI applications. Bob O’Donnell of TECHnalysis Research highlighted the importance of Nvidia’s refined Llama models, suggesting they “could have a big impact.”
The price movement : Nvidia stock closed Monday’s trading session at $149.43, up 3.43%, and gained another 0.57% in after-hours trading to $150.28. However, it fell 0.54% in Robinhood Markets’ overnight trading service. Over the past year, Nvidia is up an impressive 185.99%, according to data from Benzinga Pro.
The consensus price target for NVIDIA is $170.56, with target prices ranging from $220 to $120. Recent notes have an average of $154.67, implying an upside potential of 2.92%.
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Disclaimer : This content was partially produced using AI tools, and was reviewed and published by Benzinga editors.
