英伟达CES亮出新牌

Core Insights - The 2026 CES marks a shift from traditional hardware competition to a focus on "AI embodiment," with NVIDIA unveiling its next-generation AI chip platform "Rubin" ahead of schedule [1][5][8] - NVIDIA's CEO Jensen Huang emphasized the urgent need for AI computing power, stating that Rubin represents a significant advancement in AI training and inference capabilities [5][6] Group 1: NVIDIA's Rubin Platform - The Rubin platform integrates six chips, including the NVIDIA Vera CPU and Rubin GPU, designed for enhanced performance across computing, networking, storage, and security [5][6] - Compared to the previous Blackwell architecture, Rubin accelerates AI training performance by 3.5 times and operational performance by 5 times, while reducing inference token costs by up to 10 times [6][7] - Major cloud providers and model companies, including AWS, Microsoft, and Google, are among the first adopters of the Rubin platform [7] Group 2: AI Evolution and Physical AI - Huang outlined a four-step evolution of AI: Perception, Generation, Agentic, and Physical AI, emphasizing the need for AI to understand physical world principles [9][10] - The focus on Physical AI aims to extend AI capabilities from data centers to real-world applications, such as robotics and autonomous driving [9][11] - The CES event highlighted that AI is no longer just about model parameters but is now integrated into hardware and real-world scenarios [10][11] Group 3: Future Trends in AI - The industry is expected to see trends such as model miniaturization, multi-modal interactions, and subscription-based AI services, indicating a shift in how AI will be deployed and monetized [11]