Following Nvidia (NVDA) CEO Jensen Huang's CES 2025 speech, Ali Mogharabi says confirmation of Blackwell in full production will maintain demand long-term. In the medium-term, the company's new RTX models and chip stacks will offer upside to Nvidia's top and bottom line. Nick Patience expects the company to continue its dominance in GPUs as a key way to hold its strong A.I. positioning.