"We still see CES as a positive catalyst, re-asserting NVDA's platform dominance/opportunity in high-growth markets," Bank of America said.

In a packed Las Vegas arena, Nvidia founder Jensen Huang stood on stage and marveled over the crisp real-time computer graphics displayed on the screen behind him. He watched as a dark-haired woman walked through ornate gilded double doors and took in the rays of light that poured in through stained glass windows.

Huang’s hotly anticipated speech brought mention that Micron is providing memory for new Blackwell gaming chips.