Nvidia CEO Jensen Huang has declared a new era of AI in 2026 as demands around the world continue to grow.
Speaking on stage at CES 2026 in his keynote, Huang praised the work his company has done over the past few years, but hinted that things will only get even bigger in the future.
everything changed
“Every 10 to 15 years, the computer industry resets: a new change occurs,” Huang said, “and each time, the application world points to a new platform.”
“Except this time, two simultaneous platform changes are happening at the same time,” he added: namely, AI and applications built with AI tools, but also the way software is now run and developed on GPUs instead of CPUs.
“The whole picture is changing,” he added, “computing has been fundamentally reshaped as a result of accelerated computing, as a result of artificial intelligence…every layer of that five-layer (AI) cake is being reinvented.”
Sporting a brand new leather jacket and wrestling with some tech goblins, Huang pointed out how billions of dollars are being invested in AI and research, and how “modernizing from AI to AI” will be vital to achieving the next big breakthroughs.
He hailed the “incredible year” of 2025, “where it seemed like everything was happening and, to be honest, it probably was” and the AI industry took big steps forward.
He especially praised Nvidia’s work on open models, through its DGX platform, which has helped solve problems in healthcare and cellular research, as well as its Earth-2 model for improving weather predictions, and its new Alpamayo model for autonomous vehicles.
Huang also revealed that Nvidia’s next-generation Vera Rubin chips are now in full development, helping to pave the way for the next step in AI.
The chips, which contain more than 17,000 components, bring together a Vera CPU and two Rubin GPUs to provide a major step forward in power and performance, and the building blocks for the hyperscaled racks needed for Nvidia’s AI factories.
“Complete unknowns”
Huang also spent some time discussing “physical AI,” a system that is capable of truly understanding the real world around us.
The “complete unknowns… of the common sense of the physical world” pose a unique challenge, but one Nvidia seeks to address it with models like Cosmos, Gr00T, and Alpamayo, which take synthetic data to learn more about the world around them.
Concluding on Nvidia’s goal of building “a core platform for AI,” Huang described how “our job is to build the entire stack, so all of you can create amazing applications for the rest of the world.”
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