Jensen Huang's CES 2026 Keynote: Three Key Themes and a 'Chip Beast'
At CES 2026, NVIDIA CEO Jensen Huang unveiled the Rubin AI computing platform, a major leap in AI infrastructure designed to make AI "think longer" and operate more cost-efficiently. The Rubin architecture includes the Rubin GPU, Vera CPU, NVLink 6, and BlueField-4, working together to significantly reduce inference costs—up to 10x lower than Blackwell—and support longer context and multi-step reasoning.
A key innovation is the Inference Context Memory Storage Platform, which uses BlueField-4 and Spectrum-X to manage AI context data at scale, improving token throughput and energy efficiency. NVIDIA also introduced the DGX SuperPOD, scaling the Rubin platform to 576 GPUs for large-scale AI clusters.
Huang emphasized the shift toward Reasoning/Agentic AI and announced major updates to NVIDIA’s open-source ecosystem, including models like Nemotron and tools for RAG, safety, and speech. In physical AI, NVIDIA launched Cosmos for physics-aware video generation and prediction, and Alpamayo—an open-source vision-language-action model for autonomous driving, now in production with Mercedes-Benz.
The event also highlighted growing adoption of NVIDIA’s robotics platform, Isaac GR00T, by companies like Boston Dynamics and LG, signaling broader commercialization of AI in real-world applications.
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