Core Insights - NVIDIA is fully committed to AI, marking its first appearance at CES in five years without showcasing gaming graphics cards [2] - The next-generation Rubin architecture GPU demonstrates significant performance improvements, with inference and training capabilities being 5 times and 3.5 times that of the Blackwell GB200, respectively [4][17] Group 1: New Product Launches - NVIDIA introduced five new product lines, emphasizing the importance of open-source training frameworks and multimodal datasets, including 100 trillion language training tokens and 100TB of vehicle sensor data [5][6] - The Vera Rubin NVL72 architecture was officially launched, featuring six core components designed to enhance AI data center capabilities [14][15] - The Rubin GPU achieves 50 PFLOPS in inference performance and 35 PFLOPS in training performance under NVFP4 data types, significantly surpassing previous models [17] Group 2: Technological Advancements - The NVLink 6 technology enhances inter-GPU bandwidth to 3.6 TB/s, with a total bandwidth of 260 TB/s across the entire architecture [21][20] - The Vera CPU integrates 88 custom Arm cores, allowing for high thread concurrency and improved memory bandwidth [22] - NVIDIA's new BlueField-4 DPU introduces a memory layer aimed at optimizing key-value cache operations, addressing performance bottlenecks in AI infrastructure [32][34] Group 3: AI Model Developments - The Alpamayo model series was launched for autonomous driving, featuring a 10 billion parameter open-source model capable of interpreting environmental data for decision-making [39][41] - The Nemotron model family expands into voice, retrieval-augmented generation (RAG), and safety applications, enhancing AI capabilities in various domains [49][51] - The Cosmos platform for robotics has been upgraded, providing new models for generating synthetic data that adheres to physical laws [54][58] Group 4: Healthcare and Life Sciences - NVIDIA Clara targets the healthcare sector, aiming to reduce costs and accelerate the implementation of treatment solutions [62] - The company offers a dataset of 455,000 synthetic protein structures to support research in drug discovery and personalized medicine [66][69]

来源丨 量子位（ID：QbitAI） 作者丨西风 闻乐 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？ 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）。 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 面向自动驾驶开发的全新 NVIDIA Alpamayo 模型家族 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 。 用网友的话来说： 这是英伟达将护城河从芯片层进一步拓展到全栈平台层（模型+数据+工具）的体现，通过这种方式可 以持续拉动更多GPU与基 ...

Investment Rating - Investment Rating: Positive (Maintain) [1] Core Insights - The penetration rate of intelligent driving is continuously increasing, with a significant rise in high-level intelligent driving penetration [4][35] - Leading domestic and international automotive companies are focusing on the intelligent driving sector [4][35] - The intelligent driving chip market is expanding, with significant industry barriers [4][35] - Horizon Robotics is a leading domestic manufacturer of autonomous driving chips and intelligent driving solutions [4][35] - Black Sesame is making breakthroughs in high-end intelligent driving chips, with notable software optimization effects [4][35] Summary by Sections 1. Intelligent Driving Penetration - The global sales of high-level intelligent vehicles are accelerating, with an expected penetration rate of over 65% for high-level autonomous driving by 2030 [12][13] - In China, the penetration rate of intelligent vehicles is projected to reach 99.7% by 2030, with a compound annual growth rate (CAGR) of 48.1% for high-level autonomous driving from 2023 to 2030 [16][17] 2. Intelligent Driving Chip Market - The global ADAS SoC market reached 27.5 billion RMB in 2023, with China's market accounting for 14.1 billion RMB [85] - The market is expected to grow to 92.5 billion RMB globally by 2028, with a CAGR of 27.5% [85] 3. Key Players and Innovations - BYD is expected to lead in sales with 4.272 million units in 2024, showing a year-on-year growth of 41.1% [36] - The "Whole Vehicle Intelligence" strategy by BYD aims to integrate electric and intelligent technologies for enhanced safety and efficiency [39] - Tesla's Full Self-Driving (FSD) is seeing accelerated mileage growth, with significant improvements in AI training computing power [52][56] 4. Market Trends - The penetration rates of highway NOA and city NOA are steadily increasing, with domestic brands showing rapid growth compared to joint venture brands [28][29] - Huawei's QianKun ADS 3.0 architecture has been upgraded to enhance perception, decision-making, and control efficiency [66][67]