📋 Quick Takeaways

• CES 2026 officially kicks off with Samsung’s “The First Look” presentation unveiling AI-driven customer experiences
• Nvidia CEO Jensen Huang set to deliver highly anticipated 90-minute keynote on January 5
• Anthropic challenges OpenAI’s $1.4 trillion compute strategy with “do more with less” efficiency approach
• Anthropic projects $26 billion revenue for 2026, up from $1 billion at start of 2025
• OpenAI, Anthropic, SpaceX all eyeing potential IPOs in 2026, with OpenAI targeting up to $1 trillion valuation
• Google wins Pentagon GenAI.mil contract with Gemini AI, challenging Palantir’s defense dominance
• Peter Thiel sells entire Nvidia stake, pivots to Microsoft for AI platform exposure

🚀 CES 2026 & Industry Keynotes

Nvidia CES 2026 Keynote: Jensen Huang to Showcase AI Future

Market-Moving Event: Nvidia CEO Jensen Huang will deliver a highly anticipated 90-minute keynote on Monday, January 5 at CES 2026, with investors and the tech industry watching closely.

📋 Weekly Summary

The transition into 2026 has been marked by seismic shifts in capital and competition. SoftBank redefined the landscape with a massive $40 billion investment in OpenAI, while Google surged past its rival in user metrics, prompting a “code red” at OpenAI. The industry is bracing for a historic year of IPOs with combined valuations potentially exceeding $1.5 trillion. Meanwhile, CES 2026 signaled the arrival of physical AI, with Boston Dynamics and LG debuting next-gen robotics. DeepSeek continued to challenge Western dominance with efficient architecture, and Agentic AI became the new standard for interoperability.