AMD, CES and NVIDIA
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The year may have just started, but investors have already received a wealth of information from many tech companies at CES.
Image: Here it is next to the Framework Desktop and Corsair’s AI Workstation 300, each of which are plenty small on their own (4.5 liters)! Nvidia’s Spark, already on sale, might be slightly smaller?
Helios will go head-to-head with Nvidia’s own NVL systems, matching its latest NVL72’s 72 Rubin GPUs with 72 of AMD’s MI455X chips. It’s another sign that AMD is working to move further in on Nvidia’s turf in the AI data center market.
Discover why Advanced Micro Devices, Inc.’s new AI chips, hyperscaler deals and CES launches could challenge Nvidia. Click for this AMD stock update.
AMD CEO Lisa Su said in an interview with CNBC Tuesday that physical AI enabling autonomous machines from humanoid robots to self-driving cars could be the "next big thing."
Still, that there's at least some focus on local AI could be positive for us puny consumers. Especially because running AI models locally requires memory, either on the system side, à la Strix Halo, or with a ton of VRAM, such as on the RTX 5090.
AMD CEO Lisa Su delivered a CES keynote that highlighted cost benefits, memory improvements, a shift toward real-world AI — and an insatiable demand for compute power.
The price of gaming GPUs could soar in 2026, as NVIDIA and AMD reportedly prepare a series of significant price hikes across their consumer and AI-focused graphics cards. According to a report from South Korean outlet Newsis, high memory costs and booming AI demand are key factors behind the planned increases.
Nvidia CEO Jensen Huang says the chip maker’s next big AI graphics processing unit, Vera Rubin, is in ‘full production.’