On January 6, NVIDIA announced the launch of a new generation chip named Rubin.
xAI founder Elon Musk: "NVIDIA Rubin will become the rocket engine for artificial intelligence. If you want to train and deploy cutting-edge models at scale, this is the infrastructure you need to use — Rubin will once again prove that NVIDIA is the gold standard."
OpenAI CEO Sam Altman: "The expansion of intelligence depends on computing power. When we increase computing power, models become more powerful, able to solve more complex problems, and have a greater impact on people. The NVIDIA Rubin platform helps us continuously expand this process, making advanced intelligence accessible to everyone."
Jensen Huang's speech at CES this time undoubtedly reaffirms his significant influence in the tech industry — because with just two short sentences, he decided the fate of two major AI-related sectors in the US stock market on Tuesday: the storage sector 'caught fire' due to his remarks, while cooling equipment stocks 'fell into an ice abyss'…
So, what are the highlights worth paying attention to this time? And which concept stocks will benefit? This article will analyze them one by one for fellow investors.
What are the highlights worth paying attention to this time?
The most attention-grabbing focus of this release is undoubtedly Jensen Huang’s introduction of a brand-new AI supercomputer and its underlying hardware ecosystem.
1. New AI Supercomputer: Six self-developed chips, with a single rack delivering 3.6 EFLOPS of computing power....