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NVIDIA's Oct. 15 blog calls Nemotron 3.5 Super VL 5x faster than the next best. A Skydance workload cites a different 5x. Do not merge them.
Chinese open-weight models now dominate real-world usage, inference infrastructure companies have raised $4 billion in weeks, and OpenAI and Anthropic are preparing trillion-dollar IPOs. The AI race isn't about better models anymore — it's about who controls the pipes.
Rubin as a full-system product, inference as an architecture war, and Physical AI as the next platform shift: a clear breakdown of what Jensen Huang’s CES 2026 strategy is really aiming for.