NVDA Stock: CES 2026 Major Collaborations and Market Outlook, Gate Offers Convenient Trading for NVDAX

Beijing Time January 7, 2026, the Consumer Electronics Show CES 2026 officially opens. Nvidia founder and CEO Jensen Huang appeared at Lenovo Tech World, jointly announcing a major partnership plan — “Lenovo Artificial Intelligence Cloud Superfactory.”

This collaboration aims to leverage Lenovo’s end-to-end capabilities and Nvidia’s latest accelerated computing platform to significantly shorten AI deployment times and support the deployment of 100,000 GPUs to run trillion-parameter-level large models.

01 Core Momentum: Latest Advances in Technology Frontiers and Strategic Alliances

Nvidia’s actions at CES 2026 have been the focus of recent market attention. Jensen Huang, in his keynote speech, not only deepened the strategic cooperation with Lenovo but also officially launched the next-generation AI and computing platform Rubin.

The disclosure of the “Lenovo Artificial Intelligence Cloud Superfactory” plan demonstrates Nvidia’s ability to translate technological leadership into practical market solutions. According to both parties, this plan can help cloud service providers greatly reduce the initial AI deployment time.

In the collaboration, Nvidia will provide a powerful accelerated computing platform, including the newly released next-generation training and inference system — NVIDIA Vera Rubin platform.

In addition to the partnership, Jensen Huang also introduced the open inference model family Alpamayo, designed specifically for autonomous vehicles, and confirmed that the company is working with autonomous taxi operators, aiming to deploy their AI chips and software to drive fleets by 2027.

Analysts are optimistic about this. JPMorgan analyst Harlan Sur believes that Nvidia’s physical AI product development could drive the company’s next phase of revenue growth.

02 Market Performance: Recent Volatility, a Long-term Bull Market

Despite positive factors, Nvidia’s stock price has recently shown a pattern of oscillation and consolidation.

According to authoritative financial data, as of the close of the US stock market on January 6, 2026, Nvidia closed at $187.24, down 0.47% for the day.

Looking at the longer timeline, since reaching a record high on October 29, 2025, its stock has retraced approximately 9.1%, underperforming the S&P 500 index during the same period.

This short-term weakness may be partly attributed to seasonal factors. Historical data analysis indicates that Nvidia’s stock performance in December has traditionally been relatively flat.

However, the long-term perspective is quite different. On an annual basis, Nvidia has demonstrated strong growth resilience. According to Gate exchange data, its tracked asset NVDAX has increased by up to 20% over the past year, fully sharing Nvidia’s long-term growth dividends [citation: user-provided].

Investor trading enthusiasm remains high. For example, on December 19, 2025, Nvidia’s single-day trading volume exceeded 324 million shares, showing the market’s high attention and liquidity.

03 Future Outlook: Analyst Consensus and Potential Risks

Wall Street analysts generally hold a positive outlook for Nvidia’s future. According to LSEG data, the analyst consensus target price indicates about 33% potential upside over the next year.

Among the 65 analysts covering Nvidia, 23 have given a “Strong Buy” rating, and 36 have given a “Buy” rating. Previously, several institutions including Citigroup and Barclays, optimistic about AI infrastructure spending, raised their target prices to $210 or even $240.

According to a simulated analysis, under the “base case” scenario, the probability that Nvidia’s stock price will reach or exceed $200 by the end of 2025 is about 43%; under the “bull market” scenario, this probability can rise to 73%.

Potential risks should not be ignored. The primary concern is high valuation pressure, as current prices already incorporate substantial future growth expectations. If earnings fall short, sharp corrections could occur.

The competitive environment is becoming more complex. Besides traditional rivals like AMD, efforts by large cloud service providers to develop their own chips also pose long-term challenges.

Additionally, geopolitical and supply chain issues remain key variables. Jensen Huang responded to questions about supplying the H200 chip to the Chinese market during CES, stating that they are finalizing licensing with the U.S. government, highlighting potential business uncertainties.

04 How to Trade NVDA-Related Assets via Gate

Investors wishing to directly trade Nvidia stock can operate on traditional securities markets. However, Gate exchange offers an innovative way for users to access this tech giant conveniently.

NVDAX, launched on Gate, is an asset linked to Nvidia’s stock performance. According to the latest data on Gate’s market page, as of January 7, 2026, NVDAX is quoted at $187.54.

Compared to the latest US stock market closing price, NVDAX’s price closely tracks it, providing global investors with a 24/7 trading window.

Trading NVDAX has the advantage of simplifying the complex processes involved in direct US stock investment, such as opening offshore accounts and handling foreign exchange, allowing users to invest within the Gate platform using familiar interfaces and trading pairs.

Investors can buy and sell NVDAX spot assets flexibly, just like other digital assets, efficiently expressing their views on Nvidia’s future trajectory.

Future Outlook

Meanwhile, Nvidia founder Jensen Huang is busy visiting various venues at CES. After the joint release with Lenovo, he continues to give media interviews, answering questions about chip supply, the Chinese market, and future technology roadmaps.

While investors carefully study every move of Nvidia, major cloud service providers and data centers worldwide are evaluating how the newly launched Rubin platform can accelerate their AI processes. Although short-term stock price fluctuations attract most attention, the true industrial revolution is quietly progressing along its established trajectory.