Nvidia just laid out what’s next for the tech that made it the world’s most valuable company

At CES, Nvidia detailed its next-generation AI computing platform, Vera Rubin, which is currently in production and scheduled for release in the second half of 2026. This platform is designed to address the increasing computational challenges posed by sophisticated AI models transitioning from simple chatbots to full-fledged AI agents that require complex context management.

CEO Jensen Huang highlighted that funding for AI is shifting from classical computing R&D budgets. The new system, including the Vera Rubin NVL72 server rack, claims to offer more bandwidth than the entire internet and introduces a new storage system to handle context-heavy requests faster. Nvidia stated the bottleneck is shifting from compute power to context management, making storage critical.

Major cloud providers like Microsoft, AWS, and Google Cloud, alongside AI labs such as OpenAI and Anthropic, are expected to be early adopters. Despite this progress, Nvidia faces pressure to meet high expectations amid concerns about an AI bubble and growing competition from companies like Google and AMD developing their own chips to reduce reliance on Nvidia.

(Source：CNN)