Nvidia(US:NVDA) 国芯网·2026-01-06 11:32Core Insights - Nvidia's CEO Jensen Huang showcased the new AI platform Rubin at CES, featuring six new chips including Vera CPU, Rubin GPU, NVLink 6 switch, ConnectX-9 super NIC, BlueField-4 DPU, and Spectrum-6 Ethernet switch [2] - The Rubin GPU chip is equipped with a third-generation Transformer engine, achieving a NVFP4 inference computing power of 50 PFLOPS, which is five times that of Blackwell [2] - The Rubin platform has entered full production, with products expected to be available through partners in the second half of 2026 [2] Market Demand - Huang emphasized the strong demand for the H200 AI chips in the Chinese market during his keynote speech [4] - Nvidia's CFO Colette Kress stated that the company has applied for licenses to ship H200 chips to China and is awaiting approval from the U.S. and other governments [4] - Reports indicate that Nvidia plans to deliver H200 chips to Chinese customers before the Lunar New Year holiday in mid-February 2026 [4]