Nvidia(US:NVDA) Xin Hua She·2026-01-09 13:08Core Insights - The 2026 Consumer Electronics Show (CES) highlighted the next phase of AI development, focusing on breakthroughs in computing power, the transition of "physical AI" into real-world applications, and personalized services driven by intelligent agents [1] Group 1: AI Computing Power - The CEO of AMD, Lisa Su, stated that the number of active AI users globally has surpassed 1 billion and is expected to exceed 5 billion in the future. Current computing power is insufficient to support the vision of ubiquitous AI, necessitating a 100-fold increase in global computing power in the coming years [1] - The industry is evolving from traditional methods of enhancing chip performance to a full-stack collaborative design approach, integrating chips, networks, and storage into a unified AI computing platform [2] - NVIDIA's CEO, Jensen Huang, introduced the "Vera Rubin" platform, a system-level computing platform comprising six chips, designed to significantly reduce model training time and inference costs [2] Group 2: Physical AI Implementation - Huang emphasized the evolution of AI from perception and generation to "physical AI," which understands the physical world, predicting that the "ChatGPT moment" for physical AI is imminent [2][3] - The application of "physical AI" will be prominent in fields such as autonomous driving, robotics, and industrial automation, utilizing technologies like simulation and digital twins for interaction with the real world [3] Group 3: Development of Intelligent Agents - The co-founder of Liquid AI, Ramin Hasani, declared that this year will be the year of "proactive intelligent agents," which can operate continuously and perform tasks in the background, moving beyond reactive AI assistants [4] - Lenovo introduced its first personal super intelligent agent, Lenovo Qira, capable of cross-platform and cross-device collaboration, enhancing user experience through context awareness and preference prediction [4] - The integration of personal, enterprise, and public intelligence through hybrid AI is seen as a crucial path for personalized and diverse AI development [4] Group 4: Human-Centric AI - The CEO of Havas Group, Yannick Bolloré, emphasized that AI should serve as a collaborative partner in human creativity rather than a replacement for it, reinforcing the importance of keeping humans at the center of technological advancements [5]