CES Day Two

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.