According to a report published by Citigroup, Nvidia launched a new Rubin platform and a number of AI innovations at CES 2026, significantly improving AI performance and efficiency. The Rubin platform's training speed is 3.5 times faster than the previous generation, the inference efficiency is 5 times higher, and the computational cost is reduced by 90%. The platform will be first deployed by cloud service giants such as AWS and Google Cloud in the second half of 2026. In addition, Nvidia also released the BlueField-4 DPU, which significantly improves AI storage efficiency and Alpamayo AI tools for autonomous driving and robots. Citi is optimistic that demand for intelligent and physical AI based on reasoning capabilities will reach an inflection point in 2026. It believes that Nvidia's current valuation is attractive, maintains a “buy” rating, and targets $270.

According to a report published by Citigroup, Nvidia launched a new Rubin platform and a number of AI innovations at CES 2026, significantly improving AI performance and efficiency. The Rubin platform's training speed is 3.5 times faster than the previous generation, the inference efficiency is 5 times higher, and the computational cost is reduced by 90%. The platform will be first deployed by cloud service giants such as AWS and Google Cloud in the second half of 2026. In addition, Nvidia also released the BlueField-4 DPU, which significantly improves AI storage efficiency and Alpamayo AI tools for autonomous driving and robots. Citi is optimistic that demand for intelligent and physical AI based on reasoning capabilities will reach an inflection point in 2026. It believes that Nvidia's current valuation is attractive, maintains a “buy” rating, and targets $270.