Nebius will deploy NVIDIA's Rubin platform in 2H26, becoming one of the first AI cloud providers to offer Vera Rubin NVL72 in the U.S. and Europe.
Stock futures are little changed this morning after major indexes hit record highs on Tuesday; President Donald Trump said that Venezuela would give the U.S. up to 50 million barrels of sanctioned crude; the ADP employment report for December showed that hiring in the private sector rebounded from the month before; Nvidia CEO Jensen Huang said demand in China looks strong after the U.S. government approved the sale of H200 chips to customers in the country; and Warner Bros. Discovery's board of directors has again told its shareholders that they should reject the takeover offer from Paramount Skydance and support its deal with Netflix.
Shares of Nvidia Corp. (NASDAQ: NVDA) have retreated fractionally in the past week, after the company launched its new Rubin chips and its Alpamayo AI platform for autonomous vehicle development.
Are the robots coming?
Nvidia chief executive Jensen Huang described robots as "AI immigrants" on Tuesday, arguing they could solve a global labor shortage that is hampering manufacturing.
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In 2025, the world's leader in advanced chip fabrication, Taiwan Semiconductor Manufacturing NYSE: TSM, had another standout year. Overall, shares delivered a total return of 55%.
“H200s are flowing” since the company won White House approval to sell the processor in China, Jensen Huang said.
Nvidia CEO Jensen Huang said Tuesday that the company is seeing "very high" customer demand in China for its H200 AI chips, which the U.S. government recently signaled it would approve for export. Huang added that Nvidia has started producing the chips again and is working out the final details about export licenses with the U.S. government.
NVIDIA CEO Jensen Huang, the world's ninth-richest person and head of the most valuable company, said he isn't concerned about a billionaires tax under consideration in his home state of California bloom.bg/3NgRDkS
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) used its CES 2026 keynote to underline what it described as “very high” demand for AI computing, unveiling its next-generation Vera Rubin platform and reinforcing its leadership across AI chips, networking and systems, according to Bank of America. At the keynote and analyst Q&A, CEO Jensen Huang laid out Nvidia's roadmap for the Vera Rubin platform, which is now in full production and on track for launch in the second half of 2026.
Nvidia announced today at CES 2026 that it would help Siemens' electronic design automation (EDA) software run on its GPUs in an attempt to speed up the chip-design process. Nearly all computer chips today are designed using EDA tools, and as chip features get smaller and transistors more numerous, the process has grown more computationally intensive.