Nvidia(US:NVDA) Ge Long Hui A P P·2026-01-06 03:31Core Insights - NVIDIA's CEO Jensen Huang unveiled the next-generation AI platform, Vera Rubin, at CES 2026, which is described as an AI supercomputer composed of six chips [1] - The Rubin GPU features a third-generation Transformer engine with an inference performance of 50 PFLOPS, which is five times that of the previous Blackwell GPU [1] - The Rubin platform has entered full production, with products expected to be available in the second half of 2026 through partnerships [1] Industry Implications - Dongwu Securities indicates that Rubin marks a new era for high-end AI PCB materials, with M9 and Q fabric driving a surge in PCB value, highlighting companies like Shenghong Technology and Feilihua [1] - Shanxi Securities anticipates that the demand for AI servers will continue to grow strongly, as NVIDIA's GPU chips are primarily used in AI server applications, leading to ongoing technological advancements [1] - There is expected rapid growth in the demand for core raw materials such as PPO resin, hydrocarbon resin, and low-dk electronic cloth for high-frequency and high-speed copper-clad laminates [1]