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#Jensen Huang

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#01 2026.02.26

NVIDIA at CES 2026 Isn’t Just Shipping Chips—It’s Rewriting the Rules: A Three-Step “Own the Stack” Play

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.

$Jensen Huang and Sam Altman in a fractured digital landscape$

AI Industry Analysis

#02 2025.12.04

The $100 Billion Cold Shoulder: Why Nvidia is Rethinking the OpenAI Alliance

The 'deal of the century' between Nvidia and OpenAI has stalled. From Jensen Huang's concerns over operational discipline to the rise of Anthropic, we dissect why the AI hardware kingmaker is hesitating to crown a single software prince.