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01-06
$NVIDIA(NVDA)$  


NVIDIA CEO Jensen Huang said on Monday that the company’s next generation of chips is in “full production,” saying they can deliver five times the artificial-intelligence computing of the company’s previous chips when serving up chatbots and other AI apps.

In a speech at the Consumer Electronics Show in Las Vegas, the leader of the world's most valuable company revealed new details about its chips, which will arrive later this year and which Nvidia executives told Reuters are already in the company's labs being tested by AI firms, as Nvidia faces increasing competition from rivals as well as its own customers.

The Vera Rubin platform, made up of six separate Nvidia chips, is expected to debut later this year, with the flagship device containing 72 of the company’s flagship graphics units and 36 of its new central processors. Huang showed how they can be strung together into "pods" with more than 1,000 Rubin chips.

The Vera Rubin Platform Uniqueness

The Vera Rubin platform is an attempt by Nvidia to position itself as the answer to the computing challenges posed by increasingly demanding AI models – such as whether existing infrastructure can handle increasingly complicated AI queries. The company claims in a press release that its upcoming AI server rack, called Vera Rubin NVL72, “provides more bandwidth than the entire internet.”

With Vera Rubin, Nvidia says it’s developed a new type of storage system to help AI models process more complex, context-heavy requests more quickly and capably. Existing types of storage and memory used by traditional computers and even the graphics processing units powering data centers won’t be enough as companies like Google, OpenAI and Anthropic shift from offering simple chatbots to full-fledged AI helpers.

Rubin May Bring $5 Trln Opportunity to NVIDIA? More Revenue Assured?
Citi: Vera Rubin will bring a $5 trillion artificial intelligence opportunity to NVIDIA. Nvidia introduced Alpamayo, an open-source technology platform designed to help autonomous vehicles think and make decisions more efficiently. In addition, Nvidia announced that its new-generation GPUs offer five times the inference power of Blackwell. -------- How do you view Nvidia's CES highlights? Can Nvidia new chip bring more revenue?
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