Sou Hu Cai Jing·2026-01-12 10:26Group 1: AI and Robotics - The CES conference was dominated by discussions on artificial intelligence, with Nvidia unveiling new AI models and companies like Intel, AMD, and Qualcomm launching AI-focused chips [2] - Robotics technology became a focal point, highlighted by Nvidia CEO Jensen Huang's keynote speech, emphasizing the growing interest in physical AI applications [2] - Mobileye acquired humanoid robot startup Mentee Robotics for $900 million, while Boston Dynamics partnered with Hyundai to introduce humanoid robots in factories [2][3] - Significant funding is anticipated in the AI sector for 2026, with Elon Musk raising $20 billion for xAI and Anthropic reportedly seeking an additional $10 billion [2][3] Group 2: Chip Developments - Nvidia introduced the Rubin chip, featuring 336 billion transistors and 50 petaflops of performance, aimed at enhancing AI capabilities [4] - Qualcomm launched new chips for robotics and Windows laptops, while Intel released its first chips based on its advanced 18A manufacturing process [4] - AMD showcased the Ryzen AI PC and processors for mobile and embedded applications at CES [4] Group 3: Cybersecurity and Funding - In the cybersecurity sector, Cyera raised $400 million at a valuation of $9 billion for AI data security solutions, while CrowdStrike acquired SGNL for $740 million [5] - The consolidation in the cybersecurity field is accelerating, with Cisco potentially acquiring Axonius and Palo Alto Networks focusing on Koi Security [3][5] Group 4: New Models and Services - Nvidia launched open-source AI models for humanoid robots and autonomous vehicles, while OpenAI introduced ChatGPTHealth for medical inquiries [3] - Google's Gmail is receiving upgrades inspired by Gemini, including AI prioritization and summarization features [3] - SAP expanded AI options for retailers, and CraftStory added image-to-video generation capabilities for AI-generated videos [3]