Jin Rong Shi Bao·2026-01-08 01:07Group 1: CES Overview - The 2026 International Consumer Electronics Show (CES) took place from January 6 to January 9 in Las Vegas, showcasing innovations in AI, XR Metaverse, smart home technology, digital health, electric vehicles, semiconductor chips, and sustainable technologies [1] - The event featured 4,112 global companies, with major players like Nvidia, AMD, Hisense, and TCL participating, despite Apple's absence [1] - AI and robotics emerged as the central themes of this year's CES, with a focus on comprehensive discussions and competitions surrounding AI technologies [1] Group 2: Nvidia's Developments - Nvidia's CEO Jensen Huang highlighted the demand for AI chips and introduced the open-source physical AI inference model Alpamayo, designed for autonomous driving scenarios [2] - The Alpamayo model operates on a visual-language-action architecture, enabling multi-step reasoning in complex road environments [2] - Nvidia's latest AI superchip platform, Vera Rubin, has entered full-scale production, boasting double the capabilities of its predecessor while improving assembly efficiency and energy control [2] Group 3: AMD's AI Strategy - AMD's CEO Lisa Su presented the company's AI product lineup, noting a surge in active AI users from 1 million to 1 billion since the launch of ChatGPT [3] - Su projected that active AI users could reach 5 billion by 2030, necessitating a 100-fold increase in global computing power in the coming years [3] - AMD introduced a series of new AI processors, positioning AI-driven personal computers as a core focus for future development [3]