NVIDIA kicks off 2026 with significant business momentum. ByteDance plans to invest US$14 billion in NVIDIA chips in 2026, signaling strong demand from China, a market recently reopened for H200 AI chip shipments. Additionally, NVIDIA finalized a $20 billion deal to license Groq's inference technology, strengthening its AI capabilities amidst ongoing memory shortages. CEO Jensen Huang is also set to deliver a keynote at CES 2026 on January 5, outlining future AI plans, while analysts remain highly optimistic about NVDA’s growth prospects for the year.