Nvidia(US:NVDA) Xin Lang Cai Jing·2026-01-14 23:37Core Viewpoint - Nvidia's CEO Jensen Huang unveiled six new AI chips at CES 2026, marking a significant shift in the company's approach to AI technology, which he claims will revolutionize the industry [1][3]. Group 1: Product Innovation - The introduction of the new Vera Rubin platform increases chip performance by five times and significantly reduces inference costs, indicating a leap in efficiency for future AI applications [3]. - This launch represents a departure from Nvidia's historical pattern of releasing one or two core chips, suggesting a complete redesign of their product strategy [3]. Group 2: Competitive Landscape - Despite Nvidia's dominance in the AI chip market, emerging competitors like Huawei's Ascend, Cambricon, and BYD's self-built AI training clusters pose significant challenges [5]. - Major clients such as Google, Microsoft, and Meta are shifting towards in-house chip development, exemplified by Google's TPU chip potentially replacing Nvidia's H100, which led to an 8% drop in Nvidia's market value [5]. Group 3: Strategic Moves - Huang has expressed concerns about being in a state of "technical bankruptcy," as AI model parameters are expanding at a rate of ten times per year, while chip performance improvements are nearing physical limits [7]. - Nvidia's acquisition of Groq for $20 billion is a strategic move to counter the trend of "de-Nvidia-ization" in the industry, positioning Groq as a key asset in this effort [8]. Group 4: Future Vision - Huang is betting on the concept of "physical AI," envisioning AI systems that will operate in the real world, enhancing human interaction and understanding [10]. - The demonstration of a vehicle navigating autonomously in real-world conditions showcases the capabilities of Nvidia's technology, which integrates a 10 billion parameter visual-language-action model [10]. Group 5: Market Positioning - Following the recent product launch, Nvidia's role is shifting from merely selling tools to becoming a key player in the AI market, with ambitions to create an operating system that allows AI to perceive and interact with the physical world [12].