Daily Archives: January 11, 2026

NVIDIA just reported one of the most extraordinary quarters in corporate history. Most investors only look at the investor presentation, which showed record revenue, strong margins, and explosive data center growth.

But the real story was hidden inside the earnings call transcript. That is where NVIDIA revealed how deep, wide, and unstoppable the AI buildout has become.

This article combines both the official financial results and the strategic disclosures that were only discussed verbally during the earnings call.

NVIDIA used CES 2026 to redefine what AI means. The company is no longer focused on chatbots or cloud GPUs. It is building the operating system for robots, autonomous vehicles, AI agents, digital twins, and physical industries.

The core theme was simple. AI is moving from screens into the real world.

Key highlights from NVIDIA at CES 2026

Alibaba delivered a very strong growth quarter, driven by its two core engines: AI plus Cloud, and Consumption (e-commerce, quick commerce, and local services).

Group revenue grew 15 percent year over year on a like-for-like basis after excluding divested businesses. Growth was broad based across China e-commerce, international commerce and cloud.

Cloud and AI were the biggest drivers of growth. Alibaba Cloud revenue rose 34 percent year over year, while revenue from external customers increased 29 percent. AI-related cloud products continued to grow at a triple-digit rate and now contribute more than 20 percent of Alibaba Cloud’s external revenue. This shows that AI is no longer experimental for Alibaba, but already a meaningful revenue generator.