CES 2026: Autonomous Driving Hits An Inflection Point

2026-01-21 05:57:00 ET

Mobility once again emerged as a dominant theme at the 2026 Consumer Electronics Show (CES). More notably, for the first time since the early 2020s, the industry’s center of gravity shifted away from electric vehicles (EVs) and back toward autonomous driving. In our view, this transition is being enabled by meaningful advances in both hardware and software, driven by the rapid scaling of the broader AI ecosystem over the past few years. Nvidia’s Alpamayo physical AI platform - announced at CES - exemplifies this shift, aiming to accelerate autonomous driving development by dramatically expanding real-world and simulated data, a critical step toward higher levels of autonomy....

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