The chips could make some cooling systems “not necessary” for data centers, Nvidia's CEO said. That could hurt demand for a major component of the facilities.

Key Takeaways AMD CEO Lisa Su told CNBC in an interview Tuesday that she believes physical AI enabling autonomous machines such as humanoid robots and self-driving cars could be the "next big thing."Nvidia CEO Jensen Huang earlier this week suggested a pivotal moment in robotics with AI may have already arrived.

At CES 2026, Jensen Huang said Nvidia is scaling full AI systems as reasoning, agents, and physical AI drive exploding compute, power, and memory demand.

Siemens unveils Digital Twin Composer at CES, partnering with NVIDIA and PepsiCo to bring AI-powered autonomous manufacturing to factory floors worldwide.

H200s are flowing” since the company won White House approval to sell the processor in China, Jensen Huang said.

LAS VEGAS >> Nvidia CEO Jensen Huang said on Monday that the company’s next generation of chips is in “full production,” saying they can deliver five times the artificial-intelligence computing of the company’s previous chips when serving up chatbots and other AI apps.

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.

Nvidia CEO Jensen Huang announced the launch of AI models for autonomous vehicles and new chips during a presentation at the Consumer Electronics Show on Monday. Why it matters: The strategy underscores where the next wave of AI and computing is headed, given Nvidia's dominance in the chip market.

The chip maker’s approach to its Vera Rubin platform signals that competitors will have a hard time competing with standalone chips, Bernstein says.