Shanghai Aijian Securities·2026-01-09 11:04Investment Rating - The report rates the electronic industry as "Outperform the Market" [1] Core Insights - The CES 2026 showcased significant advancements in AI computing platforms, with NVIDIA announcing the Vera Rubin AI supercomputer platform, which is set to enter mass production in 2026. This platform includes six new chips designed for high-performance AI tasks [2][5][20] - NVIDIA's Vera Rubin platform aims to reduce the cost of inference per token by 90% and decrease the number of GPUs required for training mixture of experts (MoE) models by 75% [14][20] - AMD introduced the Helios AI rack platform, featuring a 2nm EPYC Venice Zen6 CPU and Instinct MI455X GPU, promising 2.9 Exaflops of AI computing power [21][24] - Intel launched its Core Ultra Series 3 Processors, marking its first AI personal computer platform based on 18A process technology, with significant performance improvements over previous generations [27][31] Summary by Sections NVIDIA Vera Rubin Platform - The Vera Rubin platform includes Vera CPU and Rubin GPU, designed for high efficiency in AI tasks, with the CPU featuring 88 cores and 176 threads, and a memory bandwidth of 1.2TB/s [16][19] - The Rubin GPU boasts 50 petaflops of NVFP4 computing power and a memory bandwidth of 22TB/s, significantly enhancing performance compared to previous models [19][24] AMD Helios Platform - The Helios platform integrates a 2nm EPYC Venice Zen6 CPU and four MI455X GPUs, achieving a performance increase of 10 times over its predecessor [21][24] - The platform is designed with full liquid cooling and can support extensive AI workloads with a total of 4600 CPU cores and 18000 GPU cores in a complete rack configuration [21][24] Intel Core Ultra Series - Intel's new processors include high-end graphics capabilities and are designed for AI applications, with flagship models featuring 16-core CPUs and 50 TOPS NPU computing power [27][31] - The processors are set to be available for pre-sale starting January 6, 2026, with a global launch on January 27, 2026 [31]