2nm, Jensen Huang, and the Chinese robotics alliance going overseas, this is the story that will unfold at CES

Wallstreetcn
2026.01.05 13:21
portai
I'm PortAI, I can summarize articles.

From January 6 to 9, 2026, the Consumer Electronics Show (CES) will be held in Las Vegas, focusing on "AI Embodiment." This exhibition will showcase the transition of AI from the cloud to the physical world, covering technologies such as Intel's 2nm chips and Sony's True RGB. Intel will release its first consumer-grade processor based on 2nm technology, demonstrating a new era of AI computing power. This CES is not only a technology showcase but also a test of truly addressing pain points in daily life

The neon lights of Las Vegas are about to shine again for the tech world.

From January 6 to 9, 2026, the Consumer Electronics Show (CES) will welcome its annual highlight in this desert gambling city. However, unlike previous years, CES 2026 is no longer just a competition of hardware specifications or a feast of concept hype, but an ultimate demonstration of "AI embodiment"—artificial intelligence is moving from cloud-based dialogues to the physical world, transforming from algorithmic models into tangible real products.

In the official description of CES, "AI has been a part of CES for many years, but in 2026 it has become an undeniable focus." Behind this statement is a profound shift that the entire tech industry is experiencing: AI is no longer competing on model parameters but is fully entering hardware and real scenarios. From Intel's 2nm chip "silicon heart," to Sony's True RGB extreme reshaping of visual perception, to the violent reconstruction of physical form boundaries with foldable screens, AI is finally beginning to take shape, materializing as real companionship in home robots, the symbiosis of virtual and real in automotive cockpits, and real-time subtitles on AR glasses.

This event not only marks the official start of the "AI for Everything" era but also serves as a brutal test of authenticity. During the week in Las Vegas, we will collectively seek that key answer: who is truly solving pain points in life, and who is merely selling expensive concepts on the wave of trends?

Jensen Huang + Lisa Su set the stage, 2nm process opens a new era of AI computing power

Chips have always been the "appetizer" of CES, and in 2026, this is even more pronounced. As AI applications migrate from the cloud to the edge, the energy efficiency of chips and AI computing power directly determine the boundaries of user experience. In 2026, the three giants—Intel, AMD, and Qualcomm—will engage in fierce competition in Las Vegas, with the generational leap in process technology becoming the biggest highlight, and the uninvited Jensen Huang is also brewing an AI spectacle.

Intel has confirmed that it will officially launch the Panther Lake processor at CES, which is the 3rd generation Core Ultra. The significance of this chip lies in the fact that it is the first consumer-grade processor mass-produced based on Intel's 18A process (2nm level). According to Intel's technology preview in October 2025, Panther Lake will bring a 50% increase in CPU performance and a generational leap of 50% in Arc GPU graphics performance. This is not just a digital game; it also means that thin and light laptops will truly have the capability to run large AI models without sacrificing battery life—local deployment of 7B parameter large models, real-time AI image generation, and complex video analysis will all become possible. Intel is attempting to redefine the ultimate form of "AI PC" with its process advantages.

AMD CEO Lisa Su will deliver a keynote speech on the evening of January 5, which is seen as the "tone-setting" moment of CES. In addition to continuing the direct competition with NVIDIA in the computing power arena, AMD is expected to unveil a new lineup of Ryzen chips during the speech: the recently leaked Ryzen 7 9850X3D is expected to bring stronger single-thread performanceContinuing its dominance in the gaming field; the Ryzen 9000G series based on the Zen 5 architecture may integrate more powerful NPUs to provide hardware acceleration for AI applications. Additionally, AMD's brand new FSR Redstone AI super-resolution technology is also expected to debut, extending AI rendering capabilities from gaming to professional creative fields.

Qualcomm has chosen a differentiated path. After successfully launching the Snapdragon X Elite in the PC market, the Snapdragon X2 Elite and its Premium version are expected to be showcased alongside new products from major OEM manufacturers during CES. Qualcomm's strategy is to leverage the energy efficiency advantages of ARM architecture to establish a moat in the thin-and-light laptop and Always Connected PC sectors. As the Windows on ARM ecosystem matures, Qualcomm is attempting to carve out a niche between Intel and AMD.

As the official speaker for CES 2025, Jensen Huang, who was replaced by Su Ma this year, has prepared another grand show. NVIDIA has announced that it will hold a keynote speech in Las Vegas at 5 AM Beijing time on January 6, where Huang is expected to introduce the latest progress of its Rubin platform; additionally, NVIDIA's promoted NVLink ecosystem may announce progress in collaboration with the ASIC ecosystem, which will be a major driver for upgrading optical communication component specifications.

At the same time, the well-known Wall Street tech stock bull Dan Ives, leading the Wedbush Securities team, stated: "We expect Jensen Huang to focus heavily on data centers, physical AI, and robotics technology during the keynote. We believe that looking ahead to 2026, Huang will also emphasize the latest developments of the Cosmos foundational model platform in accelerating AI system development, and use this to delve into discussions on autonomous technologies such as self-driving."

This means that although Jensen Huang will not bring more mature computing card products to CES 2026, NVIDIA's current influence has already permeated various fields from upstream manufacturing to downstream software engineering. A CES without Huang is an incomplete CES, and fortunately, Old Huang is back this year.

The deeper significance of the 2nm chip battle lies in the fact that it marks a paradigm shift in AI computing power from "centralized" to "distributed." In the past, the most powerful AI computing power existed in data centers; now, every personal device needs to possess independent AI capabilities. This is not only a choice of technological route but also a bet on the future computing architecture.

Embodied Intelligence Enters Daily Life

If CES 2025 is the "carnival year" for robot concepts, then 2026 is the year of "practicalization" for robots. From Samsung's home companion robots to industrial-grade humanoid robots, from vacuum robots to modular cleaning systems, robots are shedding the "ornamental" label and are genuinely solving specific problemsSamsung's yellow spherical robot Ballie will be one of the highlights. This ill-fated product was first launched in 2020, made a second appearance in 2024 after being equipped with a projector, and was originally scheduled for release in 2025 but has been delayed again. According to Samsung's announcement in April 2025, Ballie will ultimately be equipped with Google's Gemini model and will officially ship in the summer of 2026. CES 2026 will be Ballie's "ultimate test"—it will no longer just be a moving projector but needs to prove its real value as a home assistant: Can it truly understand natural language commands? Can it effectively manage the smart home ecosystem? Can it establish an emotional connection with family members? The answers will be revealed at the booth in Las Vegas.

Industrial-grade humanoid robots will be the "hardcore representative" at CES 2026. The UK startup Humanoid will showcase the HMND 01 Alpha for the first time, a 220 cm tall wheeled robot developed in just 7 months, designed specifically for logistics and warehousing, with a maximum speed of 7.2 km/h and dual robotic arms capable of carrying up to 15 kg, equipped with a 360-degree RGB camera and dual depth sensors. Its appearance marks the official departure of humanoid robots from the laboratory, beginning to "work in factories."

Hyundai Motor Group will announce its robotics strategy at CES and will publicly showcase the next-generation Atlas humanoid robot developed by Boston Dynamics for the first time. This highly anticipated product will demonstrate the integration of hydraulic and electric drive technologies, as well as enhanced environmental adaptability. Meanwhile, Samsung Electronics will also tease its home robot products through short videos, complementing Ballie with a high-low pairing.

The smart cleaning sector will witness a collective disruptive innovation. Roborock's Qrevo Curv 2 Flow will be equipped for the first time with a retractable roller mopping system for more thorough cleaning. The climbing ability of the Chase X50 may become an industry standard this year. More notably, Robotin's R2 Pro, the world's first fully modular home robot system, integrates vacuuming, mopping, and deep carpet cleaning, capable of autonomously cleaning and drying 400 square feet of carpet within three hours, with a suction power of 115AW. The modular design allows the robot to evolve from a single-function tool into an all-around household assistant.

"World Models" will become a technical buzzword in the field of robotics. AI leaders, including former Meta chief scientist Yang Li-Kun, are shifting their focus from large language models to world models, aiming to endow AI with a deep understanding of physical spaces. This technology enables robots to truly understand their environment rather than merely relying on sensor data. At CES 2026, we expect to see multiple companies showcasing navigation and interaction systems based on world models, marking a key leap for robots from "automation" to "intelligence."

The Visual Revolution from Micro RGB to True RGB

Display technology has always been the visual focus of CES, and 2026 will showcase an exciting scene of technological divergence. The three giants, Sony, Samsung, and LG, are betting on completely different directions, and a covert battle over the future of display technology is brewing.

LG has confirmed that it will debut the first Micro RGB TV at CES, which has received Intertek certification, achieving 100% DCI-P3 and Adobe RGB color gamut coverage, equipped with over a thousand dimming zones. Samsung is also not to be outdone, showcasing a full range of Micro RGB TVs from 55 inches to 115 inches, with prices covering everything from the mainstream market to ultra-high-end models priced at $30,000. Micro RGB technology achieves self-emission through micron-level LED chips, retaining the pure blacks and infinite contrast of OLED while avoiding burn-in risks, with brightness surpassing QD-OLED. This is the ultimate optimization of existing display technology routes by the Korean duo.

Sony, on the other hand, has chosen a more aggressive disruptive innovation. In March 2025, Sony announced it would develop "Universal RGB LED backlight technology," using independent red, green, and blue Mini LED backlights, retaining the extremely high brightness of Mini LED while achieving color purity close to OLED. This technology has applied for the "True RGB" trademark and is expected to reshape the high-end TV market landscape. Unlike traditional QD-OLED, which requires filtering blue light, True RGB directly controls the three-color LEDs, theoretically covering the BT.2020 standard for color performance, while eliminating concerns about OLED's lifespan. If a prototype is showcased at CES, it will be a shock to the entire display industry.

The HDR standard war will also enter a new phase. Samsung is reportedly advancing the HDR10+ Advanced standard as a weapon against Dolby Vision 2. The new technology supports bidirectional tone mapping, automatically optimizing images for gaming and sports content. HDR10+ Advanced may also integrate AI algorithms to achieve frame-by-frame dynamic metadata adjustments, pushing peak brightness beyond 4000 nits. The essence of this standard battle is the struggle for ecological control, with the winner set to dominate the content production and distribution chain for the next decade.

Notably, the American startup Displace has brought a "no TV cable" solution. Its Displace Hub system uses active suction cups and built-in batteries, allowing any 55-100 inch TV to attach to a wall in 10 seconds, completely eliminating the entanglement of power and signal cables. Although this is merely an accessory innovation, it addresses the core pain point of smart TV installation and may give rise to a new product category.

The "Folded" Future

2024 is the "first year" of tri-fold screens, with Huawei Mate XT seizing the opportunity; 2026 will be the "explosion year" for tri-fold screens, as Samsung will showcase the mass-produced Galaxy Z TriFold at this year's CES. This device, which has a giant 10-inch screen when unfolded, signifies that the boundaries between tablets and smartphones will completely dissolve.

The technical challenges of tri-fold screens far exceed those of traditional foldable screens. Samsung needs to solve the synchronization mechanism of the three-layer hinge, control the multiple creases of the flexible screen, and balance the thickness and weight of the entire device. The rumored Galaxy Z TriFold adopts a "G-type" folding scheme, with an external screen of 6.5 inches and an internal screen that reaches 10 inches when unfolded, with a thickness controlled within 12 millimeters. This will be a comprehensive test of flexible display technology, precision mechanical engineering, and battery energy density.

Motorola (under Lenovo) may also showcase a new folding form of its razr series during CES. Although Apple never officially participates, the rumored iPhone Air (ultra-thin version) is forcing the Android camp to further advance in "lightweight" and "foldable" designs. Brands like Honor and OPPO are also expected to showcase thinner and smarter folding prototypes, with some products potentially achieving 360-degree bidirectional folding.

The significance of foldable screens is not only in form innovation but also in interactive revolution. When the unfolded screen size approaches that of an iPad mini, application developers need to rethink multitasking, split-screen interaction, and gesture logic. Google is expected to showcase Android 16 optimized for foldable screens at CES, particularly focusing on AI-driven adaptive UI layouts. This indicates that foldable screens will evolve from "hardware gimmicks" to "productivity tools."

"Third Living Space"

CES has been humorously dubbed "America's second-largest auto show," and the automotive technology of 2026 will focus on the intelligent reconstruction of the "third space." Cars are no longer just tools for transportation but extensions of mobile offices, entertainment centers, and smart homes.

Sony Honda Mobility's (SHM) AFEELA will be the most anticipated model at this year's event. Confirmed news shows that AFEELA will be the world's first car integrated with PS Remote Play, allowing passengers to remotely enjoy PS5 games on a 5K screen inside the car. This is not just an addition of entertainment functions but a key step in Sony's ecological closed loop—from the living room to the mobile cabin, the content experience is seamlessly connected. Additionally, AFEELA will showcase its AI-driven emotional interaction system, which perceives the driver's state through sensors and actively adjusts the cabin environment.

LG Electronics will showcase its "emotional intelligence" cabin architecture in the automotive pavilion, redefining the cabin as a "human-centered sanctuary" through the integration of device-side AI and advanced sensing technology. This architecture can intuitively adjust according to each passenger's needs, winning the best innovation award in the CES automotive entertainment category. This marks a shift in automotive intelligence from "function stacking" to "experience design."Flying cars will step out of science fiction movies. XPeng's flying car prototype is expected to be demonstrated live at CES, while 2026 is seen as a key year for the commercialization testing of electric vertical takeoff and landing aircraft (eVTOL) in major cities. Hyundai's air mobility division, Supernal, may also release the latest developments of its eVTOL. CES will provide specific implementation plans for urban aerial transportation, including airworthiness certification, airspace management, and supporting infrastructure.

Enhanced driving assistance systems and Robotaxi services will also be key focuses. With Tesla's FSD V13 being promoted globally, traditional automakers need to showcase their competitiveness in the autonomous driving field. Multiple brands are expected to release end-to-end autonomous driving solutions based on AI large models, as well as Robotaxi operation plans for specific cities.

The "Chinese Legion" at CES 2026: From Individual Combat to Ecological Co-construction

The exhibition pattern of Chinese companies at CES 2026 is undergoing structural changes. In addition to traditional giants like Lenovo, Hisense, TCL, and BOE, a more explosive force is emerging: embodied intelligence companies are collectively landing at CES on an unprecedented scale, many of which are participating for the first time. They are no longer satisfied with just "showing their faces," but are bringing real products, clear order demands, and defined landing scenarios to showcase China's innovative hard power to the world.

The Robot Legion Goes "Overseas"

If CES 2025 was the "trial year" for Chinese robots, then 2026 is the "expedition year." Several embodied intelligence companies, including Zhiyuan Robotics, Songyan Power, and Beijing Humanoid Robot Innovation Center, will exhibit for the first time, while companies like Yushu Technology, Galaxy General, Yundongchu, Zhongqing, Fourier, Magic Atom, Zhujidi Power, Qinglang Intelligent, Yourich, and Star Motion Era will also make a collective appearance, forming an unprecedented matrix of Chinese robots.

Zhiyuan Robotics will showcase its entire product line in the U.S. for the first time and release new versions of core components like the dexterous hand. Founded just two years ago, its Expedition A1 robot has achieved industrialization and entered fields such as 3C manufacturing and automotive assembly. Zhiyuan's strategy is "open-source technology + deep cultivation of scenarios," attracting global developers through open hardware interfaces while binding with domestic manufacturing giants to accumulate real scene data. CES will be a key leap in its globalization strategy.

Yushu Technology became the "popularity king" at CES 2025 with real-time interactions between its robotic dog and humanoid robot, selling out all prototypes on the spot. In 2026, Yushu will bring a more powerful Unitree H1 humanoid robot, whose 360-degree panoramic perception capability and 15-kilogram payload can meet industrial inspection needs. More importantly, Yushu is building a "Robot as a Service" (RaaS) business model to export complete factory automation solutions overseasYunShenChu Technology's "Jueying" series of robotic dogs has taken a leading position in the global energy inspection market. At CES 2026, they will showcase the latest generation Jueying X30, which has achieved centimeter-level positioning in indoor environments without GPS through its autonomous navigation capabilities. Behind this is YunShenChu's self-developed "world model" navigation algorithm, which constructs a three-dimensional semantic map through multi-sensor fusion, allowing robots to truly "understand" their environment.

The Beijing Humanoid Robot Innovation Center, as a national-level industry-university-research platform, will showcase its "Tiangong" general-purpose robot platform. Unlike startups, their goal is to set industry standards and build an open-source technology ecosystem. At CES, the "Tiangong" platform will demonstrate cross-scenario transfer learning capabilities—using the same model to work in different environments such as factories, shopping malls, and homes without the need for retraining. This could be a key pathway to solving the generalization capabilities of robots.

It is noteworthy that several Chinese robotics companies will appear as partners of NVIDIA at their booth. This indicates that Chinese robotics enterprises are integrating into the global AI computing ecosystem rather than building walls independently. NVIDIA's Isaac platform provides simulation training and digital twin capabilities for robots, while Chinese manufacturers contribute scene definitions and data feedback, forming a closed loop.

The Rise of New Forces in Smart Glasses

As AI needs to "see" and understand the world, smart glasses become the most natural carrier. In 2026 CES, Chinese AR glasses manufacturers will collectively strike, showcasing unique advantages in lightweight design, display effects, and scene definitions.

LiangLiang Vision (LLVision) will showcase Leion Hey2, the world's first AR translation glasses designed for real-time cross-language communication. CEO Dr. Wu Fei validated the product's feasibility in a live trial with 100 participants. Leion Hey2 weighs only 41 grams, uses diffraction waveguide technology, achieves a brightness of 1000 nits, and supports offline translation in 40 languages. Unlike early products like Google Glass, Leion Hey2 focuses on vertical scenarios—international conferences, cross-border travel, and foreign trade negotiations, opening up markets with precise positioning.

Rokid and Xreal, as the twin stars of domestic AR glasses, will continue to exhibit. Rokid's Max Pro has achieved 6DoF spatial positioning and has launched a "cloud glasses" solution in collaboration with Alibaba Cloud, offloading complex computations to the cloud. Xreal focuses on the consumer market, with its Air 2 Ultra offering 4K-level display effects at a price of $1999, establishing brand recognition in the European and American markets. In 2026, both companies may release new products, emphasizing enhanced AI interaction capabilities.

Zhuhai MoJie Technology will showcase a stylish AR glasses model weighing only 25 grams, currently the lightest AR display smart glasses in the world. MoJie's self-developed "near-eye display system" employs a new freeform prism design, achieving a balance of 90% light transmittance and a 45-degree field of view. More importantly, MoJie integrates perception interaction and mass production engineering technology, establishing barriers in shock resistance and privacy protectionTheir goal is to make AR glasses as "light as air," allowing for everyday wear without burden.

AI Transformation of Traditional Giants

Lenovo, as the "Chinese business card" at CES, will take over the landmark Sphere venue to hold the Tech World conference in 2026. CEO Yang Yuanqing will utilize its stunning immersive giant screen to showcase the latest developments in Lenovo's "hybrid AI" strategy. In addition to launching a new generation of AI PCs, Lenovo will also announce a collaboration plan with the FIFA World Cup to introduce an AI-driven event analysis application. Motorola (under Lenovo) may showcase an AI foldable smartphone, with its "external AI assistant" concept allowing users to complete voice interactions without opening the phone.

Hisense and TCL will continue to compete with the Korean giants in the television sector. Hisense may release technology and products based on RGB-Mini LED, with its "XinXin" AI picture quality chip already capable of achieving precise light control in thousands of zones. TCL may achieve breakthroughs in QD-OLED technology, launching flagship products that cover 98% of the BT.2020 color gamut. The common strategy of both companies is "technology following + price disruption," using more cost-effective products to encroach on the high-end market.

BOE, as an invisible champion in the display panel field, will showcase its achievements in "IoT transformation." In addition to providing screens for major brands, BOE is developing "smart cockpit" solutions that integrate flexible displays, touch sensors, and AI algorithms to provide turnkey solutions for automotive companies. At CES, BOE may showcase its "sliding roll screen" technology, allowing the screens in car interiors to extend and retract as needed, redefining cockpit space.

Overseas Expansion of Smart Cleaning and Unmanned Delivery

Chinese smart cleaning companies are conquering overseas markets with "Chinese speed." ZhiMi, MOVA, WeiLan DaLu, Ecovacs, and Roborock will focus on launching new products targeting the European and American markets at CES 2026.

ZhiMi's X50 Ultra has achieved "robotic arm" functionality, capable of picking up small objects from the ground, and its "bionic mechanical foot" design allows the robot to cross thresholds up to 2 centimeters high. ZhiMi's strategy is "technology stacking + scene segmentation," optimizing suction and battery life for large homes and carpeted environments in Europe and America.

Roborock's Qrevo Curv 2 Flow adopts a retractable roller mop for the first time, achieving "true wet mopping." Its "world model" navigation algorithm uses AI to identify over 70 types of obstacles, distinguishing between pet waste and toys to avoid "catastrophic" accidents. This is a key selling point in the European and American markets.

In the unmanned delivery sector, New Stone Age's unmanned vehicle will make its debut, showcasing its fourth-generation urban delivery solution. New Stone Age has already achieved commercial operations in Dubai, UAE, providing "last mile" delivery for Carrefour supermarkets. Its unmanned vehicle features an automotive-grade chassis, a range of 200 kilometers, a load capacity of 500 kilograms, and can operate in environments ranging from -20℃ to 50℃. During CES, New Stone Age will announce the establishment of offices in Europe and America to accelerate global expansion

AI Technology Shifts from Parameter Competition to Scene Implementation

As the world's largest consumer electronics show, CES has always had a significance beyond merely showcasing new products; its greater value lies in gathering global tech companies to set the tone for technological development and transformation over the next 5-10 years.

CES 2026 will officially announce the entry of the AI industry into the "post-large model era." As the capabilities of foundational models like GPT-5 enter a stage of diminishing returns, the industry's focus will shift from "training larger models" to "making existing models more usable." Jensen Huang, within 48 hours, spanned four major events, discussing industrial AI with Siemens, advancing hybrid AI with Lenovo, and talking about ecological collaboration with AMD and Intel. This compact schedule itself is a signal: the value of AI is no longer determined by computing power but defined by application scenarios.

This means that three trends will emerge in 2026: first, "model miniaturization," where edge models with 7B-13B parameters will become mainstream, rivaling cloud-based large models in specific tasks; second, "interactive multimodality," where voice, vision, gestures, and brain-machine interfaces will merge into natural interaction methods; third, "service subscription," where hardware will be cheap or even free, and AI services will adopt a monthly subscription model.

Embodied Intelligence Will Become the Next Industry Explosion Point

If 2023-2025 is the "big model year," then 2026-2028 will be the "robot year." Embodied AI will replicate the explosive path of generative AI, but at a faster pace and with more practical implementations. The collective overseas presence of over a dozen Chinese robotics companies at CES 2026 indicates that the industry chain is ready.

Humanoid robots will first scale in three types of scenarios: first, industrial inspection and logistics; second, commercial services and guidance; third, home companionship and care. By 2026, the global robotics market is expected to exceed $50 billion, with humanoid robots accounting for 15%. A key milestone is the "cost threshold"—when the price of an industrial humanoid robot drops below $30,000 and rental costs fall below those of human labor, the market will experience exponential growth.

Chinese Tech Companies Shift from Solo Operations to Ecological Co-construction

In the past, Chinese companies at CES were more about "fighting alone," showcasing individual products. A significant change in 2026 is the "ecological presentation": robotics companies exhibiting in groups, smart glasses forming technology alliances, and clean appliances sharing supply chains. This shift is driven by a cognitive upgrade—in the context of globalization being hindered, Chinese tech companies realize that only by building technical standards and fostering open cooperative ecosystems can they break through barriers.

At this CES, three landmark events may occur: first, the Chinese robotics industry alliance may launch an "embodied intelligence open-source platform" during CES to attract global developers; second, AR glasses companies may establish a "spatial computing industry alliance" to unify development interfaces; third, traditional home appliance giants may form joint laboratories with AI startups to accelerate technological integration. This "group overseas expansion" will enhance the overall voice of Chinese technology

Hardware Innovation Enters the "AI Reconstruction" Era

The theme of CES 2026 is "AI Inside Every Hardware." In the past, hardware innovation followed the triangular balance of "performance - cost - power consumption"; now, AI capability has become the fourth dimension, reconstructing the logic of innovation. Televisions are no longer just displays but the AI visual center of the home; refrigerators are no longer just preservation cabinets but ingredient management and health advisors; cars are no longer just means of transportation but mobile intelligent spaces.

In 2026, there will be an industry consensus of "no AI, no hardware." This will manifest in three levels: first, all consumer electronics must integrate NPU, with AI computing power becoming standard; second, hardware design must be optimized for AI, such as heat dissipation, power consumption, and sensor layout; third, product experience will be defined by AI algorithms, with hardware parameters becoming secondary. This will lead to an industry reshuffle—companies proficient in software algorithms will gain hardware definition rights, while traditional hardware giants will face marginalization if they do not enhance their AI capabilities.

CES Itself is Transitioning from a Consumer Electronics Show to an Industry Ecosystem Conference

When we observe the agenda of CES 2026, a clear trend emerges: fewer product launches and more strategic dialogues; fewer single-point technology demonstrations and more ecological collaborations. Jensen Huang discussing industrial AI with the CEO of Siemens and exploring computing power accessibility with Lenovo's Yang Yuanqing indicates that CES is shifting from a B2C marketing platform to a B2B matchmaking platform.

In the future, CES will evolve into three levels of exhibitions: first, a "technology barometer," defining industry direction through keynote speeches; second, an "ecosystem matchmaking hub," helping companies from different sectors find partners; third, a "scenario testing ground," testing innovative products in real environments. For Chinese companies, this means that exhibition strategies must be adjusted—merely showcasing products is no longer sufficient; they must tell ecological stories, clarify cooperation demands, and open technological interfaces.

Searching for the Future Answers of the Technology Industry in Las Vegas

As the neon lights of Las Vegas illuminate the 2026 technology spring gala, what we see is not only product iteration but also the reconstruction of industrial logic. AI is evolving from a technological capability into an infrastructure, becoming as ubiquitous as electricity. Hardware, then, is the "physical body" of AI, transforming abstract algorithms into real value.

This feast is also a brutal selection process. Against the backdrop of capital retreat, geopolitical tensions, and weak consumer demand, CES 2026 will test which innovations are genuine needs and which are false propositions. The collective overseas expansion of Chinese technology companies presents both opportunities and challenges—they must prove the value coordinates of "Chinese innovation" based on respecting intellectual property, understanding local markets, and building brand trust.

Ultimately, CES 2026 will answer a fundamental question: when AI has a "physical body," what kind of technology do we truly need? Is it more powerful performance or more human-centric experiences? Is it richer functionalities or simpler solutions?The answer is not in the PPT at the exhibition, but in the hands of every real user. The hustle and bustle of Las Vegas will eventually fade, but those products that truly solve pain points will take root in daily life and reshape our understanding of technology and humanity.

This is not only a grand event for consumer electronics but also a social experiment about future lifestyles. Under the neon lights of the gambling city, the technology industry is making a big bet—the stakes are the integration of AI and the physical world, and the prize is the growth engine for the next decade. And we are all witnesses and participants in this transformation.

Risk Warning and Disclaimer

The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article align with their specific circumstances. Investment based on this is at your own risk