Nvidia(US:NVDA) Zhi Tong Cai Jing·2026-01-06 01:28Group 1 - Nvidia announced the launch of a series of AI models and tools, including the automotive large model platform Alpamayo, aimed at expanding the application of its technology and accelerating the development of autonomous vehicles [1] - The new Rubin data center products are set to be released this year, allowing customers to trial the technology to expedite AI development [2] - The Alpamayo platform enables vehicles to perform "reasoning" in real-world scenarios, with potential users able to access and retrain the model for free [1] Group 2 - All six new Rubin chips have been delivered from manufacturing partners and have passed significant testing milestones, indicating they are on track for customer delivery [2] - The Rubin architecture offers a 3.5 times improvement in training performance and a 5 times increase in AI software performance compared to the previous Blackwell generation [2] - Nvidia's new hardware will be part of the DGX SuperPod supercomputer and will also be available as standalone products for modular use [3] Group 3 - Concerns have been raised on Wall Street regarding increasing competition for Nvidia and the sustainability of current spending growth in the AI sector [3] - Nvidia maintains an optimistic long-term forecast, predicting the AI market size will reach trillions of dollars [3] - The company is promoting hardware and software products aimed at expanding AI applications across various economic sectors, including robotics, healthcare, and heavy industry [3]