Overview
- Nvidia used CES to unveil the Vera Rubin AI computing platform and an NVIDIA Inference Context Memory Storage system aimed at next‑generation inference workloads.
- Orders for more than 2 million H200 chips imply roughly $54 billion in potential revenue, while current Blackwell supply is reported sold out.
- Beijing has asked some tech companies to pause H200 purchases to weigh domestic chip procurement, creating near‑term uncertainty in a key market.
- Rubin is moving into production for a 2026 ramp and will require 800‑volt power upgrades, opening additional revenue streams from supporting components and services.
- Analysts reiterated bullish views and price targets, citing robust demand and large backlogs, even as Nvidia shares trade around $185 and are down about 1.8% over the past month.