NVIDIA Corporation (NVDA) Presents at CES 2026 Transcript

Operator

Welcome, and thank you for standing by. I would like to inform all participants that this conference call as well as any Q&A may be recorded where a company is presenting any recording may also be posted on their website. Views and opinions expressed by any external speakers on this call are those of the speakers and not of JPMorgan. Parts of this conference call may be reproduced in JPMorgan Research. If you have any objections, you may disconnect at this time.

Unless otherwise permitted by internal JPMorgan policy, members of JPMorgan Investment and Corporate Banking are not permitted on this call and to disconnect now. I would now like to turn the call over to your host.

Harlan Sur
JPMorgan Chase & Co, Research Division

Thank you. Good morning. Happy new year’s, everyone, and welcome to JPMorgan’s virtual fireside chat series at the 2026 Consumer Electronics Show. My name is Harlan Sur. I’m the semiconductor and semiconductor capital equipment analyst at the firm.

Very pleased to have Colette Kress, Chief Financial Officer of NVIDIA here with us this morning. It’s been a tradition past 12 years that have Colette and the NVIDIA team kick off the investor event here at CES. Colette’s to start us off with an overview of Jensen’s NVIDIA live event yesterday, and then we’ll go ahead and kick off the Q&A. Colette, thanks for joining us today. Happy New Year, and let me go ahead and turn it over to you.

Colette Kress
Executive VP & CFO

Okay. Let me first start. As a reminder, folks, to this discussion may contain forward-looking statements