Caroline Hyde

We all came to Las Vegas thinking that NVIDIA, who in Steve Jang's words was the kingmaker of AI, the fed of AI, would tell us something profound that would keep the stock going higher.

And it's not really panned out that way.

Even though we kind of did said, look, that $500 billion of inbound I see in revenue in 2026, that's going to be higher.

Maybe we even get H200s into China.

And yet, so high expectations.

Look, AMD, what more could Lisa Su do?

She made up a term.

Was it Yotto Flop?

She talked about the sheer scale of compute that's still necessary, the winning formula that she's seeing, and stock is down.

Qualcomm, though, really managed to impress the market.

But also, it put itself into the market that everyone was already talking about.

Yeah.

So you see the chip makers say, okay, the next phase is physical AI.

We did learn some hard lessons that it's difficult out there.

Memory is a big story.

And then there's robots, right?

It is the Consumer Electronics Show, and there were real robots to see.

And what do we have here?

14 different humanoids, not to mention the furry friends that we're seeing around here that are going to be a companion to your child or to the elderly.

It's been extraordinary to be here on the floor of CES.