Core Insights - Nvidia launched the Rubin AI platform at CES 2026, featuring six new chips that create an advanced AI supercomputer [1] - The Rubin platform offers significant cost advantages, with up to 10x lower cost per token compared to the Nvidia Blackwell platform and requires 4x fewer GPUs for training [2] - Morgan Stanley analysts highlighted the potential of the Rubin platform, expecting meaningful revenue in the second half of the year [3] Company Developments - Nvidia emphasized physical AI at CES, introducing new AI models and infrastructure, including robots built on its technologies [4] - Strategic partnerships, such as with Oracle for a major AI supercomputer, reinforce Nvidia's leadership in the AI sector [5] - Nvidia has a market capitalization of $4.6 trillion, solidifying its position in the industry [5] Stock Performance - Over the past 52 weeks, Nvidia's stock has increased by 32%, with a 15% rise in the last six months [6] - The stock reached a 52-week high of $212.19 in October 2025 but has since declined by 13% from that peak [6]