CES Insight from France and Brazil: Siasun Robot & Automation reaches the critical point of commercialization with the AI wave. NVIDIA Corporation (NVDA.US) emerges as a winner.

After sorting out the dynamics of the International Consumer Electronics Show (CES) last week in 2026, BNP Paribas of France pointed out that Siasun Robot&Automation technology has become a key emerging market in the technology field, and related application scenarios are about to experience explosive growth. At the same time, artificial intelligence (AI) technology continues to penetrate various industries, and the technology level of augmented reality (AR) glasses has also seen significant improvements. Analysts David O'Connor and Karl Ackerman of BNP Paribas stated in an investor report: "AI technology is accelerating its landing and popularity in various terminal devices and application markets. We are most optimistic about the Siasun Robot&Automation field, which is at the critical point of commercialization at scale; AR glasses are also showing positive momentum. Although the Siasun Robot&Automation industry is close to the tipping point of explosion, there is still a lack of catalyst to leverage large-scale demand. AR glasses still face design bottlenecks, but market demand is driving the acceleration of solving related technological challenges." BNP Paribas believes that in the AI wave, NVIDIA Corporation (NVDA.US) once again stands as the winner, while AMD (AMD.US) will also benefit from the increase in CPU demand. O'Connor pointed out: "The computing and storage demands of AI servers are expanding, which is expected to drive NVIDIA Corporation to capture more market share. In addition, the company is optimistic about the collaboration opportunity with Groq. We believe that this cooperation will help NVIDIA Corporation further expand its total potential market size in the increasingly fragmented AI inference chip market. AI technology for intelligent agents has entered practical stage, driving a sharp increase in CPU server demand (current market supply is tightening), making AMD the largest beneficiary among our covered targets." BNP Paribas also analyzed the market impact of NVIDIA Corporation's new Vera Rubin computing platform, which is equipped with six new chips. The analyst team stated: "The most notable feature is the release of the Inference Context Memory Storage Platform, specifically designed to meet the demands of key-value (KV) cache. NVIDIA Corporation's founder and CEO, Jensen Huang, revealed that the storage platform can support 16TB of storage capacity per GPU. We estimate that the single-card computing and storage capacity of this platform will see a significant leap, with the capacity of a single card increasing from 8TB in the previous Blackwell architecture to 20TB in the Rubin architecture, a growth rate of up to 150%. We observe that the NAND flash memory market is undergoing a structural shift, with data center demand becoming the core growth engine, a trend that will support the industry to achieve a compound annual growth rate (CAGR) of over 20% by 2028." The analysts added that the shortage of storage chips in 2026 will have the most significant impact on the consumer market, as storage chip manufacturers are prioritizing the supply of demand in the AI-related fields.