JPMorgan Chase In their research report, analysts noted that both NVIDIA. and AMD highlighted explosive growth in demand during their CES keynote speeches, pointing out that many customers are currently facing computing power constraints and urgently need additional production capacity.Analysts wrote that both companies view “physical AI”—that is, AI technology applied to robotics and autonomous driving—as a massive and largely untapped opportunity.The analysts noted that NVIDIA appears to have an advantage over AMD in capturing a larger market share. Additionally, they mentioned that demand for traditional PCs and servers looks quite robust for 2026. They stated, “Intel is leveraging its scale and ecosystem advantages to develop and drive AI processing capabilities ranging from PC computing power to a wide array of AI edge devices.”