CES 2026 marks a clear turning point for AI, shifting away from novelty gadgets and toward serious, category-defining products from the industry’s biggest players. This episode breaks down how Nvidia, AMD, Google, Amazon, and Samsung used CES as a roadmap for where AI infrastructure, devices, and assistants are headed next—and why the conference now feels less like a tech circus and more like a declaration of intent for the year ahead. In the headlines: Wall Street’s underappreciated AI risks, inflation fears tied to data center buildouts, and why markets may be pricing in revolution faster than reality.
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