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3 Highlights From THNQ Holdings at CES
Etftrends· 2026-01-20 19:48
Group 1: AI Developments at CES 2026 - The 2026 Consumer Electronics Show (CES) highlighted significant advancements in artificial intelligence (AI), particularly relevant for investors in the ROBO Global Artificial Intelligence ETF (THNQ) [1] Group 2: Nebius Group (NBIS) - Nebius Group, a top-10 holding in THNQ with a 2.43% weighting, is set to be among the first to deploy NVIDIA's Vera Rubin NVL72 systems in its U.S. and European data centers in the second half of the year, enhancing performance for reasoning and agentic AI while offering cost benefits [2] Group 3: Ambarella (AMBA) - Ambarella has launched the Ambarella Developer Zone at CES, a platform aimed at simplifying edge AI development, which allows developers to deploy complex AI solutions rapidly without the need for custom engineering [3] - The new CV7 SoC, built on Samsung's 4nm process, provides a 2.5x increase in AI performance over the previous CV5 while consuming 20% less power, targeting high-growth sectors such as drones, robotics, ADAS, and enterprise security [4] Group 4: Advanced Micro Devices (AMD) - AMD, a top-15 holding in THNQ, has expanded its presence in the edge AI market with the introduction of the Ryzen AI Embedded P100 and X100 series, designed for applications requiring local decision-making in tight spaces [5] - The launch of the Ryzen AI Halo developer platform indicates AMD's strategy to compete with NVIDIA in the local AI workstation market [5] - CEO Lisa Su introduced the Helios rack-scale platform, designed to train trillion-parameter models and deliver up to three AI exaflops per rack [6]