In a packed Las Vegas arena, Nvidia founder Jensen Huang stood on stage and marveled over the crisp real-time computer graphics displayed on the screen behind him. He watched as a dark-haired woman walked through ornate gilded double doors and took in the rays of light that poured in through stained glass windows.

Huang’s hotly anticipated speech brought mention that Micron is providing memory for new Blackwell gaming chips.

Nvidia briefly became the world’s most valuable company ahead of an evening CES speech from CEO Jensen Huang which Bank of America expects to be “reassuring” for investors.