Nvidia unveils powerful Vera Rubin chip as Jensen Huang maps ambitious AI future at CES
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[1]
Nvidia Sees Strong Chinese Demand for H200, Has Enough Supply
Nvidia Corp. said it has seen strong demand from customers in China for the H200 chip that the Trump administration has said it will consider letting the chipmaker ship to that country. License applications have been submitted and the government is deciding what it wants to do with them, Chief
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Nvidia CEO Huang to take stage at CES in Las Vegas as competition mounts
LAS VEGAS, Jan 5 (Reuters) - Nvidia (NVDA.O), opens new tab CEO Jensen Huang is set to give a speech on Monday at the Consumer Electronics Show in Las Vegas, potentially revealing new details about product plans for the world's most valuable listed company as it faces increasing competition from
[3]
Nvidia announces new, more powerful Vera Rubin chip made for AI
Next generation of chips in 'full production' and will arrive later this year, Jensen Huang says at CES in Las Vegas Nvidia CEO Jensen Huang said on Monday that the company's next generation of chips is in "full production" saying they can deliver five times the artificial-intelligence computing
[4]
Five thoughts from Nvidia's keynote at CES - SiliconANGLE
One of the highlights of the CES event last week was the Nvidia Corp. keynote delivered by Chief Executive Jensen Huang. Though there are many focal points to an event such as CES, the one pervasive theme is artificial intelligence, and no company has become more synonymous with AI than
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Chipmaker Nvidia had a record-setting year in 2025, becoming the world's most valuable company as the frenzy around artificial intelligence propelled its rise to the top. Now the Santa Clara giant is positioning itself for another year on top. "The race is on for AI," Jensen Huang, Nvidia's chief
[6]
Nvidia CEO Jensen Huang Says AI Is Skyrocketing Demand For GPUs
Nvidia CEO Jensen Huang said demand for computing resources is "skyrocketing" due to the rapid advancement of artificial intelligence models, calling it an "intense race" to the next frontier of the tech. In a Monday Nvidia live event in Las Vegas, Huang discussed a host of developments for the
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Nvidia resets the economics of AI factories, again - SiliconANGLE
At CES 2026, Nvidia Corp. Chief Executive Jensen Huang once again reset the economics of artificial intelligence factories. In particular, despite recent industry narratives that Nvidia's moat is eroding, our assessment is the company has further solidified its position as the hardware and
[8]
Nvidia CEO Huang says next generation of chips is in full production - The Economic Times
Nvidia CEO Jensen Huang said on Monday that the company's next generation of chips is in "full production," saying they can deliver five times the artificial-intelligence computing of the company's previous chips when serving up chatbots and other AI apps. In a speech at the Consumer Electronics
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Nvidia CEO Jensen Huang Says Rubin Architecture Is Now in Full Production. Here's Why That Matters.
These next-generation chips are available well ahead of expectations. The adoption of artificial intelligence (AI) has been all the rage in recent years, and the foundation for future AI proliferation has been laid. There's been a massive data center construction boom to keep up with the
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Jensen Huang Just Delivered Brilliant News to Nvidia Investors for 2026
This stock has been a winner for investors over the past few years. Nvidia (NVDA 2.46%) has been an artificial intelligence (AI) champion since the start of the AI boom. The company got into the space early, focusing the design of its chips to suit this technology, and that's resulted in a No. 1
[12]
Nvidia CEO Jensen Huang calls AI titan's latest chips 'gigantic step...
Nvidia CEO Jensen Huang said Monday that the company's next generation of chips is in "full production," saying they can deliver five times the artificial-intelligence computing of the company's previous chips when serving up chatbots and other AI apps. In a speech at the Consumer Electronics Show
[13]
New generation of Nvidia AI chips promises performance five times faster
Nvidia's acquisition of Groq's technology signals the company's determination to stay at the forefront of AI innovation. Nvidia's next generation of AI chips is now in full production and promises a fivefold increase in AI processing power compared to its predecessors, allowing chatbots and AI
[14]
Nvidia says new chips to deliver 5x AI performance boost
Nvidia CEO Jensen Huang said Monday that the company's next generation of chips was in full production, promising to deliver five times the AI computing of earlier models. He was speaking at the annual Consumer Electronics Show in Las Vegas. It comes as the world's most valuable company faces
[15]
Nvidia CEO Huang says next generation of chips is in full production
LAS VEGAS, Jan 5 (Reuters) - Nvidia CEO Jensen Huang said on Monday that the company's next generation of chips is in "full production," saying they can deliver five times the artificial-intelligence computing of the company's previous chips when serving up chatbots and other AI apps. In a speech
[16]
Nvidia CEO Huang to take stage at CES in Las Vegas as competition mounts
LAS VEGAS, Jan 5 (Reuters) - Nvidia CEO Jensen Huang is set to give a speech on Monday at the Consumer Electronics Show in Las Vegas, potentially revealing new details about product plans for the world's most valuable listed company as it faces increasing competition from both rivals and its own
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Jensen Huang revealed Nvidia's next-generation Vera Rubin chip at CES in Las Vegas, claiming it delivers five times the AI computing power of its predecessor Blackwell. The announcement comes as Nvidia faces mounting pressure from rivals and customers developing their own AI chips, while the company expands into autonomous vehicles, robotics, and enterprise applications.
Nvidia Introduces Vera Rubin Chip With Major Performance Gains
Jensen Huang took the stage at the Consumer Electronics Show (CES) in Las Vegas to announce that Nvidia's next generation of AI chips is in full production and ready to reshape the AI chip market. The Vera Rubin chip platform, named after the renowned American astronomer, comprises six separate Nvidia chips designed to deliver unprecedented computing power for artificial intelligence applications
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. According to Huang, the new platform is 3.5 times better at training AI models and five times better at running AI software compared to its predecessor, Blackwell1
. The flagship AI supercomputer configuration, called the Vera Rubin NVL72, contains 72 Rubin graphics processing units and 36 Vera central processing units, all connected through Nvidia's proprietary NVLink networking technology3
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Source: SiliconANGLE
The new central processing unit features 88 cores and provides twice the performance of the component it replaces, while the complete system can be strung together into pods containing more than 1,000 Rubin chips
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. Huang emphasized that these systems will be cheaper to operate than Blackwell versions because they deliver the same results using fewer components. Microsoft and other major cloud providers will be among the first to deploy the new hardware in the second half of the year1
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Source: Bloomberg
Addressing Increasing Competition in AI Hardware
Nvidia faces increasing competition from both traditional rivals and its own customers as the AI chip market evolves. Less than two weeks before CES, the company acquired talent and chip technology from startup Groq, including executives instrumental in helping Google design its own AI chips
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. While Google remains a major Nvidia customer, its proprietary chips have emerged as one of Nvidia's biggest threats as the search giant works closely with Meta Platforms and others to challenge Nvidia's dominance2
. Traditional competitors like Advanced Micro Devices also continue to pressure Nvidia's market position3
.During a question-and-answer session with financial analysts, Huang addressed the Groq acquisition, stating it "won't affect our core business" but could result in new products that expand Nvidia's lineup
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. The company is also navigating geopolitical challenges, with Chief Financial Officer Colette Kress confirming strong Chinese demand for the H200 chip, which the Trump administration has said it will consider allowing Nvidia to ship to China1
. License applications have been submitted, and regardless of approval levels, Kress said Nvidia has enough supply to serve Chinese customers without impacting shipments elsewhere1
.Multimodal AI and Context Memory Storage Innovations
Huang painted a vision of multimodal AI systems that can understand speech, images, text, videos, and 3D graphics across multiple deployment models
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. He described his realization that AI needs to be multimodel in nature, citing Perplexity's use of multiple large language models to achieve the most accurate results. "Of course, in AI, we would call upon all the world's greatest AI models to answer different questions at various points in the reasoning chain," Huang explained4
.Nvidia introduced Context Memory Storage, a new storage architecture designed specifically for the AI era that addresses inference workloads more efficiently than traditional storage tiers
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. The technology helps chatbots provide faster responses to long questions and conversations by turning key-value cache into a shareable platform resource3
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. The company also announced new networking switches with co-packaged optics, competing directly with offerings from Broadcom and Cisco Systems3
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Expanding Into Robotics and Autonomous Vehicles
Jensen Huang showcased Nvidia's expansion beyond data centers into physical AI applications, including self-driving cars and robotics. The company demonstrated new AI software called Alpamayo that helps autonomous vehicles make navigation decisions while leaving a paper trail for engineers to analyze afterward
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. "Not only do we open-source the models, we also open-source the data that we use to train those models, because only in that way can you truly trust how the models came to be," Huang stated3
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Source: SiliconANGLE
Nvidia detailed its partnership with Mercedes-Benz, which uses the company's autonomous vehicle software, with the first autonomous car powered by Nvidia technology set to hit U.S. roads in the first quarter before expanding to Europe and Asia
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. Huang envisions a future where "a billion cars on a road will all be autonomous," whether through robotaxis or personally owned self-driving vehicles5
. The company also highlighted applications in robotics of all sizes, from food delivery robots to surgical machines5
.The Future of AI and Nvidia's Market Position
Nvidia reported record revenue of $57 billion in the third quarter, up 62% year-over-year, and secured $500 billion in orders for AI chips through 2026
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. The company became the first to surpass a $5 trillion market value, cementing its position as the world's most valuable company5
. Analysts suggest that even if concerns about an AI bubble materialize, Nvidia will continue to dominate the high-end AI chip market. "Nvidia is going to do just fine," said Gil Luria, head of technology research at D.A. Davidson5
.The company is pursuing partnerships across industries, including an expanded collaboration with Siemens to integrate AI into industrial workflows and a new partnership with Universal Music Group for AI-powered music discovery and creation
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. Huang emphasized that agentic agents will become the primary interface for work tasks, citing implementations at ServiceNow, Palantir Technologies, and Snowflake that could eliminate up to 40% of time workers currently spend managing rather than doing actual work4
. The majority of spending on Nvidia-based systems currently comes from capital expenditure budgets of Microsoft, Alphabet's Google Cloud, and Amazon's AWS, but the company is actively working to broaden AI adoption across healthcare, heavy industry, and other sectors1
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