LAS VEGAS — Nvidia NVDA on Monday launched its next-generation AI data center processor, called Rubin, which boasts significant performance improvements over its current-generation Blackwell chip. Meanwhile, Nvidia stock been trending sideways.

Nvidia unveiled the Vera Rubin AI computing platform at CES 2026, claiming up to 10x lower inference token costs and faster training for MoE models.

Intel (INTC) stock rises 1.6% after Panther Lake launch at CES and Melius upgrade to buy. Nvidia completes $5B investment in chipmaker as 18A ramp begins.

Nvidia (NASDAQ:NVDA) has maintained a long head start in artificial intelligence (AI) chips, rapidly advancing to the forefront and solidifying its dominance as the primary driver of the AI revolution.

Nvidia used the Consumer Electronics Show (CES) as the backdrop for an enterprise scale announcement: the Vera Rubin NVL72 server rack platform for AI data centers, featuring new concepts and technology like “context memory” storage, zero downtime maintenance, rack-scale confidential computing, and several other advancements.

NVIDIA says its Rubin platform is now in full production, delivering up to 50 petaflops and powering the next wave of agentic AI systems.

At CES 2026, Nvidia unveiled Rubin, a new AI supercomputing platform that aims to accelerate the adoption of LLMs among the public.

Still, that there's at least some focus on local AI could be positive for us puny consumers. Especially because running AI models locally requires memory, either on the system side, à la Strix Halo, or with a ton of VRAM, such as on the RTX 5090.

Before we get to today‘s column, you should check out our scoop this morning that the Chinese government has asked local companies to hold off ordering Nvidia’s H200 chips. It‘s the latest move in the geopolitical chess match that governs Nvidia’s China business.