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CES Day Two

22 min episode · 2 min read
·
Greg Brockman,Lisa Su,Xin Zhao Wu

Episode

22 min

Read time

2 min

Topics

Relationships, Leadership, Sales & Revenue

AI-Generated Summary

Key Takeaways

  • Vera Rubin Economics: NVIDIA's new platform trains large mixture-of-experts AI models using one-quarter the GPUs of Blackwell at one-seventh the token cost, with chips already in full production and partner availability starting 2026.
  • NVIDIA Autonomous Driving: NVIDIA's point-to-point Level 2 system navigates San Francisco traffic comparably to Tesla FSD but adds radar redundancy for safety. Automotive division currently represents only 1.2% of $51.2B quarterly revenue.
  • AMD OpenAI Partnership: AMD secures OpenAI as customer for MI 455 processors in data center racks, launching MI 440x enterprise version for non-AI-specific infrastructure and previewing MI 500 chips for 2027 deployment.
  • LEGO Smart Brick Platform: LEGO introduces computer-enabled two-by-four brick with NFC sensors, bluetooth mesh networking, and wireless charging launching March 2025. Executive confirms expansion plans into adult sets beyond initial Star Wars releases.

What It Covers

NVIDIA launches Vera Rubin platform claiming five times Blackwell training performance and one-seventh token cost, while AMD counters with MI 500 chips promising 1,000x performance gains. NVIDIA demonstrates Tesla-competitive autonomous driving system in Mercedes.

Key Questions Answered

  • Vera Rubin Economics: NVIDIA's new platform trains large mixture-of-experts AI models using one-quarter the GPUs of Blackwell at one-seventh the token cost, with chips already in full production and partner availability starting 2026.
  • NVIDIA Autonomous Driving: NVIDIA's point-to-point Level 2 system navigates San Francisco traffic comparably to Tesla FSD but adds radar redundancy for safety. Automotive division currently represents only 1.2% of $51.2B quarterly revenue.
  • AMD OpenAI Partnership: AMD secures OpenAI as customer for MI 455 processors in data center racks, launching MI 440x enterprise version for non-AI-specific infrastructure and previewing MI 500 chips for 2027 deployment.
  • LEGO Smart Brick Platform: LEGO introduces computer-enabled two-by-four brick with NFC sensors, bluetooth mesh networking, and wireless charging launching March 2025. Executive confirms expansion plans into adult sets beyond initial Star Wars releases.

Notable Moment

NVIDIA achieved urban autonomous driving capabilities within approximately one year of development, matching functionality that took Tesla roughly eight years to accomplish with Full Self Driving, suggesting rapid acceleration in self-driving technology development timelines.

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Episode Transcript

Welcome to the Tech Brew ride home for Tuesday, 01/06/2026. I'm Brian McCullough. Today, NVIDIA launches its next chip platform. AMD says, hey, us too. Also, did you know NVIDIA is building self driving car platforms? Did you know Dell is bringing the XPS brand back? And did you know that the most interesting product launch I've seen so far has come from LEGO? Here's what you missed today in the world of tech. You may have noticed that your customers love webinar and video content, but if you've ever put together a webinar or a video, then you know that it can eat up a lot of your time and budget. But now, thankfully, there's a singular tool that can streamline your team's video and webinar workflows, Wistia. Wistia can scale your content output with AI powered tools that help you create, edit, and repurpose videos and webinars quickly. And speaking of webinars, you can host engaging, easy to set up webinars in Wistia too, complete with built in analytics. With Wistia, you don't have to pay for multiple video tools, hop between platforms, or constantly reupload files, create, edit, collaborate, and publish all in one place. Head to wistia.com/brew to learn more. That's wistia.com/brew. With Wistia, you can expect less work and more plays. Well, NVIDIA comms did not rate me as being cool enough to attend the keynote in person, I guess. But yesterday here in Vegas, Jensen, Wong, and NVIDIA launched the Vera Rubin platform saying it will offer dramatic reductions in inference and training costs compared to Blackwell across six new chips. Good to see somebody is still treating CES as the platform for launching big things, quoting The Verge. NVIDIA is kicking off 2026 with the early launch of its new Vera Rubin computing platform following a record year for the Rubin GPU's predecessor, Blackwell, fueled by the AI boom or bubble. During a press briefing ahead of today's keynote, Dion Harris, NVIDIA's senior director of HPC and AI infrastructure solutions, described Vera Rubin as six chips that make one AI supercomputer. Those six chips include the Vera CPU, Rubin GPU, NVLink sixth Gen Switch, Connect x nine NIC, BlueField four DPU, and Spectrum x one zero two point four T CPO. The platform will support third generation confidential computing and, according to NVIDIA, will be the first rack scale trusted computing platform. Nvidia claims the Rubin GPU is capable of delivering five times as much AI training compute as Blackwell. The Vera Rubin architecture as a whole can train a large mixture of experts' AI model in the same amount of time as Blackwell while using a quarter of the GPUs and at one seventh the token cost. The Rubin launch was originally expected for late this year. Its arrival today comes just a couple of months after NVIDIA reported record high data center revenue up 66% over the prior year. That growth was driven by demand for Blackwell and Blackwell Ultra GPUs, …

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Books, tools, and gear mentioned in this episode

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Gear

  • Vera RubinBy guest

    by Nvidia

    NVIDIA launches Vera Rubin platform claiming five times Blackwell training performance and one-seventh token cost
  • MI 500By guest

    by AMD

    AMD counters with MI 500 chips promising 1,000x performance gains
  • BlackwellBy guest

    by NVIDIA

    NVIDIA launches Vera Rubin platform claiming five times Blackwell training performance and one-seventh token cost
  • MI 440xBy guest

    by AMD

    launching MI 440x enterprise version for non-AI-specific infrastructure
  • MI 455By guest

    by AMD

    AMD secures OpenAI as customer for MI 455 processors in data center racks

Products

  • by Lego

    LEGO introduces computer-enabled two-by-four brick with NFC sensors, bluetooth mesh networking, and wireless charging launching March 2025
  • by Tesla

    NVIDIA's point-to-point Level 2 system navigates San Francisco traffic comparably to Tesla FSD but adds radar redundancy for safety

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