下一代Rubin架构GPU 推 理、训练性能分 别是 Blackwell GB 200的5倍和3.5倍 （NVFP4数据格式）。 西风 闻乐 发自 凹非寺 量子位 | 公众号 QbitAI 刚刚，英伟达CEO黄仁勋穿着鳄鱼皮夹克，在全球最大消费电子展 CES 2026 上发布AI新品。 这是五年来，英伟达首次来到CES却没有发游戏显卡，态度很明确： 全力 搞AI。 全力搞出来的结果也让围观群众直呼：竞争对手如何追上英伟达？ 除此之外，老黄还带来了五大领域的全新发布，包括： 面向Agentic AI的 NVIDIA Nemotron 模型家族 面向物理AI的 NVIDIA Cosmos 平台 同时，英伟达宣布持续向社区 开 源训 练框架 以 及 多模 态数据 集 。其中数据集包括10万亿语言训练token、50万条机器人轨迹数据、 45.5万个蛋白质结构、100TB车辆传感器数据。 这次的核心主题，直指 物理AI 。 面向自动驾驶开发的全新 NVIDIA Alpamayo 模型家族 面向机器人领域的 NVIDIA Isaac GR00T 面向生物医学的 NVIDIA Clara 用网友的话来说： 这是英伟达将护 ...

Core Insights - NVIDIA has introduced the Alpamayo family of open AI models, simulation tools, and datasets aimed at enhancing the development of safe, reasoning-based autonomous vehicles (AVs) [1][12] - The Alpamayo models are designed to address the challenges of operating AVs in complex and rare driving scenarios, known as the "long tail" [2][12] - The integration of reasoning capabilities into AV decision-making is expected to improve safety, explainability, and scalability in autonomous driving [3][4] Group 1: Product Features - The Alpamayo family includes chain-of-thought, reasoning-based vision language action (VLA) models that enable AVs to process and respond to novel scenarios step by step [3][12] - Alpamayo 1, a key model in the family, features a 10-billion-parameter architecture that utilizes video input to generate driving trajectories and reasoning traces [13] - AlpaSim is an open-source simulation framework that supports high-fidelity AV development, providing realistic sensor modeling and scalable testing environments [13] Group 2: Industry Support and Collaboration - Major mobility leaders such as Lucid, JLR, and Uber are expressing interest in the Alpamayo models to develop reasoning-based AV stacks that facilitate level 4 autonomy [8][12] - The open-source nature of Alpamayo is seen as a catalyst for innovation within the autonomous driving ecosystem, allowing developers to adapt the technology for specific needs [9][12] - The release of Alpamayo is viewed as a significant advancement for the AV research community, enabling unprecedented scale in training and development [12][13] Group 3: Market Implications - The introduction of reasoning capabilities in AVs is anticipated to enhance their ability to navigate complex environments and make safe decisions in unpredictable scenarios [4][12] - The shift towards physical AI emphasizes the necessity for AI systems that can reason about real-world behavior, moving beyond mere data processing [9][12] - The comprehensive ecosystem provided by Alpamayo, including models, datasets, and simulation tools, is expected to accelerate the deployment of safe, reasoning-based autonomous vehicles [4][12]

@ TVIDIA "Everything Everywhere All at Once" AI Scales Beyond LLMs 80% of Startups Building on Open Models 1-in-4 OpenRouter Tokens Reasoning Generated by Open Models 2024 2025 Clara Earth-2 AI-Physics Model Open Models Kimi K2 - DeepSeek V3.2 Reach the Frontier ● ● - GPT-OSS 0 0 - Qwen Frontier Models . ● Nemotron ● . Open Models ● Jan 2025 Jan 2026 Jan 2023 Jan 2024 Release Date | | 160 M | | --- | --- | | | 140 M | | | 120 M | | | 100 M | | Monthly Hugging Face Downloads | 80 M | | | 60 M | | | 40 M | | ...