每经记者｜兰素英 岳楚鹏 郑雨航 每经编辑｜何小桃 兰素英 ◆ 近日，特朗普政府连续"出击"，南对委内瑞拉总统进行强行控制，计划投1000亿美元掌控委内瑞拉石油；北向格陵兰岛施压，觊觎其150万吨稀土等关 键矿产。强势动作的背后是20%石油贸易弃用美元、美元在全球外汇储备份额跌至56.92%的严峻现实，美国试图以资源控制重启"石油—美元—美债"循 环。 ◆ CES盘点：巨头竞逐AI底层算力，Atlas人形机器人量产版本发布，自动驾驶未来"或像人类一样思考"；朝鲜军方谴责韩国无人机入侵朝鲜领空，韩 方：绝非事实；特朗普政府关税案预计1月14日裁决；伊朗骚乱持续，"全国范围"断网，哈梅内伊喊话特朗普；苏姿丰：未来5年运算规模较2022年暴增一 万倍；道指、标普500指数、韩国KOSPI指数本周创历史收盘新高，内存涨价潮引爆市场，闪迪大涨37%。 不止3030亿桶石油和150万吨稀土！美国盯上委内瑞拉和格陵兰岛，为美元美债"续命" 强掳委内瑞拉总统马杜罗后，美国总统特朗普"必须拥有整个格陵兰"的强硬表态又震惊全球。 南到掌控全球最丰富石油资源的委内瑞拉，北到坐拥150万吨稀土的格陵兰岛，美国紧盯这两大 "资源宝库" ...

【DT新材料】 获 悉，北京时间 1 月 6 日凌晨 英伟达（NVIDIA）首席执行官黄仁勋在国际消费电子展（CES2026）发表主题演 讲， 正式推出最新的 Rubin平台并且宣布量产。 " I can tell you that Vera Rubin is in full production "黄仁勋在舞台上宣布；标志着人工智能超级计算领域迎来全新技术迭 代。 据悉，Rubin平台由6款全新芯片协同组成，整合为性能强劲的AI超级计算机，可大幅缩短AI训练时间并显著降低推理Token生成成本， 目前六款核心芯片已 完成回厂及关键测试，整体进度符合计划预期。 作为平台核心组件，新一代Vera CPU与Rubin GPU实现了性能与架构的双重突破。 其中，Vera CPU基于新一代Armv9.2架构定制化核心（代号Olympus）打造，专为代理推理场景设计，集成88个核心与176线程，支持英伟达空间多线程技 术；配备1.8 TB/s NVLink-C2C一致性内存互联通道，可支持1.5 TB系统内存（为Grace平台的3倍），通过SOCAMM LPDDR5X实现1.2 TB/s内存带宽，同时 具备机架级机密计 ...

Core Viewpoint - The article highlights the collaboration between Supermicro (SMCI.US) and NVIDIA (NVDA.US) in developing advanced liquid cooling AI infrastructure to support the Vera Rubin platform, which is now in full production. This partnership aims to enhance the deployment of next-generation AI data center solutions. Group 1: Supermicro's Developments - Supermicro announced the expansion of its liquid cooling AI infrastructure to accelerate the delivery of customized data center solutions for NVIDIA's Vera Rubin platform [1] - The company introduced a new liquid cooling solution capable of providing precise cooling for large-scale clusters integrating 72 Rubin GPUs per rack [3] - Supermicro's CEO, Charles Liang, emphasized the company's agile building block solutions and expanded manufacturing capabilities in the U.S. to deliver cutting-edge AI platforms faster than competitors [3] Group 2: Market Reactions - Following the CES announcement, data center cooling stocks experienced a significant decline, with Modine Manufacturing (MOD.US) dropping over 13%, Johnson Controls (JCI.US) and Trane Technologies (TT.US) falling over 7%, and Vertiv Holdings (VRT.US) decreasing over 3% [4] - NVIDIA's CEO Jensen Huang mentioned that servers equipped with the new Rubin chips could operate without water cooling, requiring airflow similar to that of racks with Blackwell chips, which may have influenced market sentiment [4]

刚刚的CES 2026上，老黄带着Vera Rubin超算架构向全世界走来！Rubin的推理性能比Blackwell提升了5倍，训练性能提升3.5倍，成本降低10倍，已经大 规模投产，将于2026下半年面世。没有新显卡的昨夜，老黄表示all in AI！ 天空一声巨响，全新版本的「皮衣老黄」闪亮登场。 在本次CES演讲中最为激动人心的瞬间，就是英伟达全新一代芯片架构——Vera Rubin正式登场！ 全球AI算力告急？老黄霸气回应：Vera Rubin已全面投产。 这是新一代的算力怪兽，也是对上一代霸主Blackwell的降维打击—— 英伟达在X上的一纸公告，彻底击碎了「攒机党」最后的幻想：CES 2026将没有任何新GPU发布。 这意味着，英伟达自2021年以来连续五年在CES发布新硬件的传统，就此终结。 传闻已久的RTX 50 Super系列，受困于GDDR7显存的「产能地狱」，大概率已经胎死腹中。 Rubin炸裂登场，6颗芯片，10倍推理，AI超算变工厂 推理Token成本直接暴降10倍，算力性能狂飙5倍。 就连训练MoE模型所需的GPU数量，也直接减少了4倍。 曾经，Blackwell终结了Hoppe ...

2026新年伊始，英伟达黄仁勋又让科技圈"虎躯一震"。 周一，在拉斯维加斯的CES 2026展会上，身着鳄鱼皮夹克的黄仁勋发表了长达90分钟的开年演讲。 这一次，老黄All in"物理AI"。 他重磅官宣全新Rubin平台即将问世，并一口气解密了6款芯片。 据说，它将降维打击上一代霸主Blackwell。 通过Vera CPU、Rubin GPU、NVLink6、ConnectX-9、BlueField-4、Spectrum-6的协同设计，以此实现推理 成本的革命性下降。 其推理、训练性能分别是Blackwell GB200的5倍和3.5倍，推理token生成成本降低至多10倍，训练混合专家 模型(MoE)所需GPU数量减少4倍。 产品将于2026年下半年交付首批客户。 这意味着什么?全球AI算力告急?不存在的。 黄仁勋表示，人工智能的竞争已经拉开帷幕，大家都在努力迈向更高的阶段。 Rubin开启下一代人工智能 全新Rubin平台，是继Hopper、Blackwell之后的又一代AI计算架构。 平台以天文学家薇拉・鲁宾(Vera Rubin)的名字命名，配备了 NVIDIA Vera Rubin NVL72 ...

Core Viewpoint - The article discusses NVIDIA's announcement of its new Rubin data center products at the CES, highlighting its advancements in AI hardware and the competitive landscape in the AI sector [4][5]. Group 1: NVIDIA's New Products - NVIDIA's CEO Jensen Huang announced the upcoming release of the new Rubin data center products, which are designed to accelerate AI development [4]. - The Rubin architecture consists of six independent chips, including the Rubin GPU and a new Vera CPU designed for "Agentic Reasoning," which is touted as the most advanced technology in the AI hardware field [5]. - The Rubin architecture reportedly offers a 3.5 times speed increase in AI model training tasks compared to the previous Blackwell architecture, with a fivefold performance improvement in running AI software [5]. Group 2: Performance and Cost Efficiency - The Rubin system can reduce the cost of generating inference tokens by up to 10 times and decrease the number of GPUs required for training mixture of experts (MoE) models by four times compared to Blackwell [5]. - The Vera CPU features 88 cores, providing double the performance of its predecessor, and is designed for high efficiency in large-scale AI operations [6]. - NVIDIA claims that the operational costs of systems based on the Rubin architecture will be lower than those based on Blackwell, as they require fewer components to achieve similar results [6]. Group 3: Market Position and Competition - NVIDIA aims to maintain its leading position in the AI accelerator market, despite increasing competition and concerns about the sustainability of AI spending growth [5][6]. - Major cloud providers, including Microsoft, are expected to be among the first to deploy the new hardware later in the year [6]. - The company remains optimistic about the long-term growth of the AI market, projecting it could reach trillions of dollars [6]. Group 4: Additional Hardware Features - The new hardware also includes networking and connectivity components, which will be part of the DGX SuperPod supercomputer and available as standalone products for modular use [7]. - This performance enhancement is necessary as AI models become more specialized, requiring the ability to process vast amounts of input and solve specific problems through multi-stage processes [7].

英伟达周一表示，其下一代 Rubin AI 芯片已"全面投产"，并将于 2026 年下半年上市。同时，该公 司还公布了备受期待的 Blackwell 系列继任者的更多细节。 英伟达在2025年3月的GTC大会上预览了Vera CPU和Rubin GPU，并表示Vera-Rubin芯片组将比其 前代产品Grace-Blackwell提供更出色的AI训练和推理性能。推理是指使用训练好的AI模型来生成内 容或执行任务。 在 周 一 的 发 布 会 上 ， 黄 仁 勋 公 布 了 Rubin 系 列 产 品 的 更 多 细 节 。 Rubin GPU 的 推 理 计 算 性 能 是 Blackwell的五倍，训练计算性能是Blackwell的3.5倍。与Blackwell相比，新一代芯片还能降低训练 和推理成本，推理令牌成本最多可降低10倍。 Rubin 架构包含 3360 亿个晶体管，在处理 NVFP4 数据时可提供 50 petaflops 的性能。相比之下， Nvidia 上一代 GPU 架构 Blackwell 的性能最高为 10 petaflops。同时，Rubin 的训练速度提升了 250%，达到 35 ...

下面是CES 2026上，英伟达的主题演讲schedule, 从演讲的标题标题也大概能看出来这次CES，英伟 达对Physical AI的重视程度。 | | | | CES 2026 NVIDIA Schedule | | | --- | --- | --- | --- | --- | | Date | Time (Local, PST) | Location | Event Theme | Speaker | | 2026/1/5 | 11:30 a.m .- 3:00 p.m. | Fontainebleau Las Vegas, 2nd Floor / Virtual Live Stream | NVIDIA Live at CES 2026 with Founder and CEO | Jensen Huang, Founder & CEO, NVIDIA | | | | | Jensen Huang | | | 2026/1/6 | 9:00-10:00 a.m | | Powering the Industrial Al Revolution | Roland Busch, President & ...

Today at the Consumer Electronics show, Nvidia CEO Jensen Huang officially launched the company’s new Rubin computing architecture, which he described as the state of the art in AI hardware. The new architecture is currently in production and is expected to ramp up further in the second half of the year.“Vera Rubin is designed to address this fundamental challenge that we have: The amount of computation necessary for AI is skyrocketing.” Huang told the audience. “Today, I can tell you that Vera Rubin is in ...

Core Viewpoint - Nvidia has emerged as a leading growth stock, achieving a remarkable 23,500% return over the past decade, significantly benefiting long-term investors [1][2]. Group 1: Nvidia's Market Position - The company is focused on becoming the world's leading high-performance chip maker, capitalizing on the technological growth driven by trends such as artificial intelligence, machine learning, and autonomous driving [2][3]. - Nvidia's new Rubin architecture aims to transition from single-chip GPUs to integrated "AI factory" ecosystems, enhancing its competitive edge in the semiconductor industry [6][8]. Group 2: Rubin Architecture Details - The Rubin architecture delivers over three times the performance of the previous Blackwell chip, integrating 144 GPUs and 35 Vera CPUs per rack [5][6]. - This new technology will help AI companies address inference bottlenecks and enable real-time analysis of codebases and videos, providing significant value to businesses in the AI sector [7]. Group 3: Competitive Landscape - The upcoming Rubin launch is expected to solidify Nvidia's competitive advantage as more companies develop purpose-built chips, highlighting the need for continuous innovation to maintain market leadership [8].