"They have been more successful than anyone including themselves could have anticipated," said Nick Giles, a senior research analyst at B. Riley Securities who covers several of the firms, most of which are public.
gamers are probably going to feel left out since Nvidia seems to have decided renting cloud rigs to them is better than selling consumer hardware, small companies looking for AI chip compromises will be excited, and agentic AI is gonna be so hot that our Mann on the ground this week in San Jose isn't gonna need a jacket.
The ongoing RAM shortages and the associated increase in RAM prices are starting to affect other pieces of hardware that make use of fast memory. Graphics cards are especially susceptible, which has seemingly forced Nvidia to start discontinuing at least two 50-series cards that ship with 16GB of VRAM. A report by Hardware Unboxed states that several GPU manufactueres have designated both the RTX 5070Ti and the 16GB version of the RTX 5060Ti as "end of life," meaning that no new stock is being produced.
This year's CES might finally be the time when gaming laptops and accessories start to look different because of AI and connectivity, not just because of higher model numbers. Intel Core Ultra Series 3 processors, NVIDIA RTX 50-series GPUs, and Wi-Fi 7 are all arriving at once, and the question for gamers is less "how fast is the GPU?" and more "how does the whole setup feel when you sit down to play or stream?"
In the years ahead, AI is going to be a multi-layered fabric that gets woven into every level of computing at the personal layer," Tikoo said. "Our AI PCs and devices will transform how we work, how we play, how we create and how we connect with each other.