11 Structural Shifts Reshaping AI in 2026
Now, at CES 2026, Jensen Huang, from the stage, highlighted the next stage of AI industry progress. Jensen Huang can see the “AI Chessboard” better than anyone in the industry, so when he speaks, presenting NVIDIA's progress so far, it’s worth understanding where the industry is moving next, according to the player who’s looking to dominate full-stack AI!
Across two hours, NVIDIA’s CEO mapped the structural shifts that would redefine AI: open models reaching frontier capability, agents replacing chatbots, physical AI entering production, and infrastructure becoming the durable moat.
Together, they explain where AI stands in 2026 and where it’s heading next.
