CES Field Notes | Fontainebleau: The Industry Slows Down to Rethink AI

At this year’s CES, the Fontainebleau Las Vegas campus had a clear role: less product showcase, more keynotes and executive forums on how AI should be used, where long-term value sits, and what structural impact looks like.

Where previous years emphasized “faster,” “first,” and “ship now,” the tone here was different: leaders were deliberately slowing down. The question was no longer only who launched AI first, but whether AI is being used well — or merely bolted on as an expensive search interface.

From NVIDIA’s stage: AI as infrastructure

In its January 5 keynote framing, NVIDIA described not the beginning of AI, but AI becoming infrastructure. As compute, models, and platforms mature, the bottleneck shifts from technology availability to whether organizations can turn AI into durable capability.

That shift matters for enterprises planning cross-border growth: adoption strategy, operating models, and governance now matter as much as model choice. SVCC continues to track these signals for clients navigating technology, capital, and market expansion.