NVIDIA (NVDA) CES 2026 Keynote summary

Industry platform shifts and AI transformation

• Two simultaneous platform shifts: move to AI and reinvention of the software stack, with applications now built on and with AI.

• Every layer of computing is being modernized, with trillions in industry value and R&D budgets shifting to AI.

• AI is now multimodal, multi-cloud, and hybrid, enabling highly customizable, domain-specific applications.

• Major enterprise platforms are integrating agentic AI as the new user interface, transforming business operations.

• Open models and open-source innovation are accelerating global AI adoption, with rapid advances in reasoning and agentic systems.

Advances in AI models and open-source ecosystem

• Open models are rapidly reaching the frontier, with significant releases from 2023 to 2026, and 80% of startups are building on open models.

• Model size and parameter count are growing 10x per year, with token costs dropping 10x annually, driving increased adoption and capability.

• Open-source libraries (NeMo, Physics NeMo, Clara NeMo, BioNeMo) support full AI lifecycle management.

• Customization frameworks and blueprints allow enterprises to build tailored AI agents and assistants.

• Monthly downloads of open models on platforms like Hugging Face are surging, reflecting widespread industry adoption.

Physical AI, robotics, and simulation breakthroughs

• Physical AI and AI physics enable AIs to interact with and understand the physical world.

• Synthetic data generation and simulation (Omniverse, Cosmos) are foundational for training robust physical AIs.

• Cosmos, a world foundation model, is used for scenario generation, evaluation, and training of autonomous vehicles.

• AlphaMyo, an end-to-end reasoning autonomous vehicle AI, is being deployed in Mercedes-Benz cars globally in 2024.

• Robotics platforms (Isaac Sim, Isaac Lab) and partnerships with industry leaders are accelerating the next era of robotics.