Nvidia(US:NVDA) 3 6 Ke·2026-01-07 04:13Core Insights - NVIDIA's CEO Jensen Huang announced the launch of the Rubin platform, consisting of six new chips, and introduced the autonomous driving AI software "Alpamayo," referring to it as a "ChatGPT moment for robotics" [1][2] - Huang expressed optimism about the data center sales forecast, suggesting that recent developments could increase expectations for $500 billion in sales [1][3] - The company is focusing on the growing trend of open-source models, which now account for 25% of AITokens generated, indicating a significant shift in the AI landscape [1][3] Market Outlook - Huang emphasized a $10 trillion modernization of computing, with the labor market potentially reaching $100 trillion, highlighting the transformative impact of technology on the global economy [1][9] - The demand for NVIDIA's products is expected to increase, particularly with the anticipated return to the Chinese market and the contribution of the H200 chip [4][5] Competition and Strategy - Huang acknowledged the strength of Chinese competitors, stating that Chinese entrepreneurs and engineers are among the best globally, while also expressing confidence in NVIDIA's competitive edge [6][7] - The company plans to invest in its ecosystem, focusing on building technologies that do not currently exist and supporting its supply chain partners [11][14] Technological Innovations - The Rubin platform features innovations such as pluggable NVLink switches and power smoothing technology, which significantly reduce assembly time from two hours to five minutes [1][26] - Huang predicted that NVIDIA could become one of the largest CPU manufacturers and storage companies globally, driven by its extensive innovations across the computing stack [21][19] AI and Robotics - Huang stated that true human-level robots could be expected this year, emphasizing that robots will create job opportunities rather than replace human workers [2][40] - The autonomous driving technology, particularly the AlphaMayo system, is designed to operate safely without human intervention, aiming for Level 4 capabilities [27][29] Investment and Growth - NVIDIA is sitting on a substantial cash reserve and is considering various investment avenues, including acquisitions and partnerships to foster AI development [11][12] - The company is committed to maintaining its leadership in the AI industry by continuously innovating and collaborating with various sectors, including healthcare and manufacturing [9][16]