NVIDIA Corporation (NVDA) CEO Jensen Huang said that computing had been fundamentally reshaped as a result of accelerated computing and artificial intelligence at CES, 2026. He added, “What that means is some $10 trillion or so of the last decade of computing is now being modernized to this new way of doing computing.”
The company unveiled Rubin, a next-generation rack-scale AI computing platform with six co-designed chips. According to Jensen Huang, the platform, successor to the NVIDIA Blackwell architecture, would reduce the cost of generating tokens to one-tenth compared to earlier models, making the whole process more economical.
The Rubin is made by integrating the Vera CPU, Rubin GPU, NVLink 6, BlueField-4 DPU, ConnectX-9 SuperNIC, and Spectrum-6 Ethernet. The platform is now in full production.
Another key announcement was the launch of Alpamayo, a family of vision-language-action (VLA) models, simulation tools, and datasets designed to help developers build Level-4–capable autonomous vehicles. He further added that the Mercedes‑Benz CLA will be the first passenger vehicle to feature Alpamayo.
NVIDIA also introduced an AI-native inference storage platform that boosts long-context inference performance by up to five times. The company’s open AI model portfolio spans Clara for healthcare, Earth-2 for climate science, Nemotron for reasoning and multimodal AI, Cosmos for robotics and simulation, and GR00T for embodied intelligence.
Commenting on its expanding open AI models, Jensen Huang stated. “Now, on top of this platform, NVIDIA is a frontier AI model builder, and we build it in a very special way. We build it completely in the open so that we can enable every company, every industry, every country, to be part of this AI revolution.”
An upgraded DGX Spark to deliver up to 2.6× faster performance for large AI models was also announced. The Keynote address from the CEO positioned NVIDIA as an architecture of the AI economy.
AMD Unveils Early Look At Its Helios Rack-Scale AI Platform
NVIDIA’s competitor, Advanced Micro Devices, Inc. (AMD), unveiled an early look at Helios rack-scale AI platform at CES. As a part of the platform, AMD introduced new AI chips, the Instinct MI455X GPU for high-performance AI infrastructure, and the Instinct MI440X GPU for enterprise-grade AI deployments.
While unveiling the new AI chips at CES 2026, AMD Chair and CEO Lisa Su stated that as AI adoption accelerates, the industry is entering an era of yottascale computing, driven by unprecedented growth in both training and inference, and that AMD is building the compute foundation for this next phase of AI through end-to-end technology leadership, open platforms, and deep co-innovation with partners across the ecosystem.
The company also announced a commitment of $150 million to bring AI into more classrooms and communities. The new launches indicate the intense competition in the AI sector and a shift to rack-scale, end-to-end computing platforms. While NVIDIA is capitalizing on its leadership position, AMD is positioning itself as a strong competitor.
Investors are closely watching the new developments. In the previous trading session, NVIDIA dropped to $188.12. The stock rebounded modestly in the pre-market trading, gaining 0.50%. AMD, on the other hand, closed lower at $221.08, but posted a slight gain of 0.42% in pre-market trading.
