NVIDIA has officially unveiled its latest flagship AI platform, codenamed "Vera Rubin," at CES 2026. The next-generation architecture follows the successful Blackwell platform and promises radical improvements in processing power, memory bandwidth, and energy efficiency for AI workloads.
The announcement comes as demand for AI computing infrastructure continues to surge, with leading data center operators estimated to spend more than $500 billion on capital expenditures in 2026 alone, according to Goldman Sachs.
AMD Enters OpenAI Supply Chain
In related news that's shaking up the AI chip market, AMD announced it will begin supplying its MI450 chips to OpenAI in the second half of 2026, making AMD a core supplier for the ChatGPT maker. The deal is expected to generate a cumulative $100 billion in revenue for AMD over the next several years.
This marks a significant shift in the AI chip landscape, where NVIDIA has long held a dominant position. The competition is driving innovation and potentially leading to better pricing for AI companies seeking computing resources.
Massive Infrastructure Investments
The appetite for AI computing power shows no signs of slowing. In December, Hut 8 signed a landmark 15-year, $7 billion deal with Anthropic to supply 245 megawatts of data center capacity at its River Bend campus in Louisiana. The agreement has potential to scale to 2.3 gigawatts and up to $17.7 billion in total value.
SAP and Fresenius also announced a strategic collaboration to develop a "sovereign" AI platform for healthcare, investing a "mid three-digit million euro amount" to create a secure environment for processing sensitive medical data.
Banking Giants Go All-In
JPMorgan Chase has reclassified its AI investments from experimental R&D to "core infrastructure" spending, signaling a fundamental shift in how major enterprises view AI technology. The bank is focusing on AI agents for internal productivity, cybersecurity defenses, and personalizing retail banking experiences.
As NVIDIA CEO Jensen Huang noted during the CES keynote, "We're entering an era where AI infrastructure is as fundamental as electricity. Vera Rubin represents our commitment to powering this transformation."