It’s laborious to say whether or not Nvidia has ever really been delicate with its bulletins. Finally 12 months’s CES, CEO and founder Jensen Huang surprised the business with the debut of the GeForce RTX 50 sequence alongside Nvidia Cosmos, its bold world-model initiative. This 12 months’s present was extra restrained on the patron GPU entrance, however the message to CES 2026 attendees was nonetheless unmistakable: Nvidia needs all of it.
“All” is not hyperbole. Nvidia is now the primary firm ever to surpass a $5 trillion valuation — an nearly inconceivable determine — and Huang and firm present no indicators of slowing down. The corporate’s ambitions now span factories, autonomous autos, robotics, and almost any area that may be skilled, examined, or perfected in simulation earlier than ever touching the true world. If one thing may be modeled, Nvidia needs to energy it.
Nvidia’s actual obsession is bodily AI
The largest buzzword of the evening was “bodily AI,” Nvidia’s time period for AI methods that don’t simply generate content material however truly act. These fashions are skilled in digital environments utilizing artificial information, then deployed into bodily machines as soon as they’ve discovered how the world works.
Credit score: Bridget Bennett/Bloomberg through Getty Photos
Huang showcased Cosmos, a world basis mannequin able to simulating environments and predicting motion, alongside Alpamayo, a reasoning mannequin particularly designed for autonomous driving. That is the tech Nvidia says will energy robots, industrial automation, and self-driving autos, as demonstrated by the Mercedes-Benz CLA, which was proven operating AI-defined driving on stage. The corporate additionally revealed plans to check its personal robotaxi service with a associate as quickly as 2027, utilizing Degree 4 autonomous autos able to driving with out human intervention in restricted areas.
Nvidia hasn’t introduced the place the service will launch or with whom it’s partnering, however the transfer indicators a shift from being a behind-the-scenes provider to actively taking part within the self-driving race. Huang has already described robotics — together with autonomous autos — as Nvidia’s second-most necessary development class after AI itself.
Mashable Mild Pace
No New GPUs
Should you had been ready for brand spanking new client GPUs, you most likely observed in a short time that there weren’t any. Nvidia didn’t announce a single new GeForce card, and that felt fully intentional. As an alternative, Huang spent many of the keynote speaking about Rubin, Nvidia’s next-generation AI platform that’s already in full manufacturing.
Rubin is described as greater than only a chip, however a complete system. GPUs, CPUs, networking, and storage, all designed collectively to deal with the immense (and environment-altering) compute calls for of recent AI fashions at information middle scale. Nvidia framed this as important to maintaining with skyrocketing AI demand, the place coaching prices, power use, and bottlenecks have gotten existential issues.
The absence of gaming {hardware} should not be thought-about a snub, however it’s clear that Nvidia is now not pushed by avid gamers. It is type of been clear that is been the case for some time, however in the present day’s convention actually drove the nail within the coffin. As an alternative, the corporate’s ambitions are pushed by hyperscalers, governments, and anybody making an attempt to automate every thing that strikes.
‘Open’ AI, powered by Nvidia {hardware}
The third main takeaway was Nvidia’s ongoing push to make itself unavoidable by means of openness — or at the least Nvidia’s model of it. Huang repeatedly emphasised that the corporate isn’t simply promoting {hardware}, however open AI fashions that builders can truly use, fine-tune, and deploy (to not be confused with ChatGPT developer OpenAI). Nvidia now has open fashions spanning healthcare, local weather science, robotics, embodied intelligence, reasoning AI, and autonomous driving, all skilled on Nvidia supercomputers and launched as foundational constructing blocks. They’ve virtually develop into the corn of tech.
Even private AI brokers received some stage time, with demos of native brokers operating on Nvidia’s DGX Spark {hardware}. Nvidia goals to be the platform beneath each AI system, from large information facilities to particular person desktops. It’s a sublime technique — promote openness, however nonetheless personal the pipes.
Taken collectively, the keynote felt like a declaration. Nvidia isn’t chasing CES hype cycles any extra. It’s positioning itself because the spine of an AI-powered world, the place crucial bulletins don’t occur on stage, and essentially the most impactful merchandise aren’t meant to suit below your desk.
