Retail trading expert Eric Jackson believes that investors overlooked the most important message from Jensen Huang’s CES presentation

Nvidia Unveils Major AI Chip Developments at CES

Photo credit: Patrick T. Fallon / AFP via Getty Images

• Nvidia introduced significant advancements in its chip technology during this year's CES.
• CEO Jensen Huang shared new insights about Rubin, the company’s latest AI chip platform.
• However, investor Eric Jackson believes the most important message from Huang’s keynote goes beyond hardware improvements.

At the start of 2026, Nvidia CEO Jensen Huang energized investors with a series of important product announcements at CES, sparking renewed optimism about the company’s future.

During the event, Huang disclosed that Nvidia has started manufacturing Rubin, a six-chip AI platform that succeeds the widely adopted Blackwell architecture.

While the presentation generated excitement about the prospects for AI and Nvidia’s growth, hedge fund manager Eric Jackson contends that the real significance of Huang’s remarks lies in a broader vision for AI infrastructure.

Jackson, who played a role in last year’s rallies of several stocks popular among retail investors, believes many overlooked the central point of the keynote. In his opinion, the main takeaway isn’t just the arrival of faster or more sophisticated chips—it’s that AI is being developed as a large-scale, utility-like infrastructure intended to last for decades.

“Most people heard ‘faster chips’ during Nvidia’s CES presentation,” Jackson explained. “But the real message was that AI factories are now being planned years ahead, considering land, energy, and facilities.”

He suggests that this approach means AI is being positioned as a foundational technology, similar to electricity or telecommunications, that will become an essential part of daily life.

“Discussions at CES and JPMorgan made it clear: AI factories are being designed as utilities, not as experimental projects,” Jackson said. “That fundamentally changes the industry’s trajectory.”

Jackson believes this shift will drive more efficient AI production and open up new applications, which in turn will increase demand.

He referenced the Jevons Paradox, an economic principle introduced by William Stanley Jevons in the 1800s, which states that greater efficiency in using a resource often leads to higher overall consumption, not less.

“The market’s focus on slowing capital expenditures misses the bigger picture,” Jackson added. “As AI workloads become more complex and persistent, the value of power and uptime will only grow.”

Jackson also noted that these trends reinforce his optimistic outlook on smaller tech firms such as Hut 8, IREN, and Cipher Mining, all of which are well-positioned to benefit from an economy increasingly driven by AI technology.

Looking Ahead: The Future of AI Infrastructure

“Many investors still wonder if AI demand has reached its peak,” Jackson wrote. “But the more relevant question now is: Who can provide dependable power and continuous operation as AI becomes a permanent fixture?”