By Yahoo Finance Video
Publication Date: 2026-01-08 18:30:00
00:00 Speaker A
Let’s take a look then at what we learned from CES. And for Nvidia itself, there was all this excitement around the actual shipping of Vera Rubin, which is its latest generation AI.
00:08 Speaker A
Put somebody who is really steeped in this stuff, put it in perspective without getting too wonky. What like why is this such a big deal?
00:15 Speaker B
Yeah.
00:17 Speaker B
Well, it’s such a big deal because uh it used to be that we would do new chips every three years, and then every two years and now it’s every year and not only is it one chip, it’s six chips
00:27 Speaker B
uh with a very complex rack system that it goes into over a a very large re two-ton refrigerator uh looking uh rack. And therefore with complexity goes up, risk goes up.
00:40 Speaker B
And it was such a big deal for him to say that it was shipping. And if you remember, there was a lot of consternation about the prior generation, how is it doing in the ramp, how is Blackwell doing?
00:50 Speaker B
And I think what this did, it it really uh eased some fears of investors that that this next generation would ship. That means uh higher revenue and higher profit dollars for the company.
01:00 Speaker A
Well, I’m curious about the higher revenue piece because he also talked about higher efficiency, right? For lower potentially meaning lower cost per chip if you’re getting more out of them.
01:11
