The AI Rollouts at CES Are Coming Fast. It Isn't Just Nvidia. -- Barrons.com

Dow Jones
01-08

By Angela Palumbo

Nvidia's keynote address at CES is making headlines on Tuesday, but quite a few more companies have unveiled significant updates linked to artificial intelligence at the Las Vegas conference.

The annual trade show, hosted by the Consumer Technology Association, gives tech companies an opportunity to show off projects they will roll out in the months to come. Wall Street and investors watch closely to see what is in the pipeline.

While Nvidia, the star of the AI era, has won the most attention with news that it will use its Blackwell chip architecture in its next-generation gaming graphic cards, other companies have also announced significant moves.

Dell Technologies said on Monday that it has redesigned its entire personal-computer portfolio as AI PCs take over. Instead of the previous Dell lineup, which includes Inspiron, XPS, and Latitude, the company will simply offer Dell, Dell Pro, and Dell Pro Max computers.

"Dell's strategy to shift to simple, descriptive naming across its PC, ecosystem solutions and services portfolio brings significant value to customers amidst a complex and evolving AI PC landscape," the company said.

Advanced Micro Devices, meanwhile, showed off its new AI PC and graphics chips on Monday. This included the new Ryzen AI Max series mobile processor.

Qualcomm unveiled its Snapdragon X processor, which is meant for use in PCs in the $600 range, a much lower price than for some higher-end AI laptops.

The future of self-driving vehicles has been another hot topic at CES. Uber Technologies and Nvidia said on Monday night that they are working together to develop AI-powered autonomous-driving technology.

That is an important step for Uber because investors have been concerned that autonomous vehicles could soon take market share from ride-hailing companies. Wall Street wants to see Uber evolve in the space, not be eaten up by it.

Nvidia also announced a manufacturing partnership with Aurora Innovation to deploy driverless trucks. Aurora, a self-driving vehicle company, plans to launch the trucks commercially in April.

In other vehicle news, SoundHound AI showed off technology that will enable people to order and pay for takeout food from participating restaurants directly through their car, using natural speech. The system is expected to become available this year.

CES is just getting started. Stay tuned for more AI news.

Write to Angela Palumbo at angela.palumbo@dowjones.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

 

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January 07, 2025 15:25 ET (20:25 GMT)

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