By Danny Vena, CPA
Publication Date: 2026-01-10 08:02:00
These next-generation chips are available well ahead of expectations.
The adoption of artificial intelligence (AI) has been all the rage in recent years, and the foundation for future AI proliferation has been laid. There’s been a massive data center construction boom to keep up with the unprecedented demand — yet some of the world’s biggest cloud operators say they are still capacity-constrained. Put another way, the demand for AI by cloud infrastructure customers still outstrips supply.
One of the biggest bottlenecks is a shortage of AI-capable chips, namely the graphics processing units (GPUs) that underpin much of AI training and inference.
Chipmaker Nvidia (NVDA 0.10%) is doing its part to alleviate that shortage. At CES this week, CEO Jensen Huang announced that its “revolutionary” Rubin Architecture is already at full production — well ahead of the original target for the second half of 2026.
Let’s review the details to see what this means for investors.
Image source: Getty Images.
Enter Rubin
This week marked the official debut of Nvidia’s Rubin Architecture, which includes a group of six chips that operate in concert. The chipmaker says these innovations “deliver up to 10x reduction in inference token cost and 4x reduction in the number of GPUs to train MoE [mixture of experts] models,” compared with the current Blackwell platform.
The system is built around the Vera Rubin superchip, which consists of a Vera CPU and Rubin GPU. “Vera Rubin is designed to…
