Nvidia Pivots to Full-Stack AI as Rubin Enters Production, Partner Rollouts Target 2026

Overview

• At CES 2026, Nvidia presented five connected platforms spanning data center compute, autonomous driving, industrial manufacturing, developer desktops and gaming.
• Rubin is declared in full production and integrates six chips (Rubin GPU, Vera CPU, NVLink 6, ConnectX‑9, BlueField‑4, Spectrum‑6), with Nvidia claiming up to 10x lower inference token costs versus Blackwell and partner deployments expected in the second half of 2026, as CoreWeave confirms early adoption.
• Alpamayo introduces vision‑language‑action models that output driving trajectories and human‑readable reasoning traces, with Mercedes‑Benz planning the first CLA featuring the stack and U.S. level‑2 point‑to‑point assistance expected by year end.
• Nvidia and Siemens expanded their partnership to build an industrial AI operating system, with Siemens planning a fully AI‑driven adaptive manufacturing site in 2026 at its Erlangen electronics factory and targeting GPU‑accelerated speedups across simulation and electronic design workflows.
• DGX Spark received software optimizations that deliver up to 2.6x faster large‑language‑model performance and support local models up to 200 billion parameters, while consumer updates include DLSS 4.5 with dynamic multi‑frame generation up to 6x and new G‑SYNC Pulsar displays launching from Acer, AOC, ASUS and MSI.