At CES 2026, NVIDIA unveiled the Rubin AI computing platform, a six-chip, rack-scale architecture now in production and slated for broad deployment by major cloud providers, OEMs, and AI labs from the second half of 2026. Alongside Rubin, NVIDIA disclosed deep collaborations spanning Siemens, Red Hat, CoreWeave, and Universal Music Group, signalling a push to embed its full-stack AI infrastructure...
At CES 2026, NVIDIA unveiled the Rubin AI computing platform, a six-chip, rack-scale architecture now in production and slated for broad deployment by major cloud providers, OEMs, and AI labs from the second half of 2026. Alongside Rubin, NVIDIA disclosed deep collaborations spanning Siemens, Red Hat, CoreWeave, and Universal Music Group, signalling a push to embed its full-stack AI infrastructure into industrial automation, autonomous systems, and content creation workflows worldwide. We’ll now examine how Rubin’s rack-scale design and ecosystem uptake could influence NVIDIA’s multi-year AI infrastructure leadership narrative. Find . Advertisement NVIDIA Investment Narrative Recap To own NVIDIA, I think you have to believe AI spending on data center and “physical AI” infrastructure remains robust enough to support its full stack model, while competition and customer ASIC efforts stay manageable. Rubin’s move into full production and broad cloud adoption appears supportive of the near term demand story, while the biggest swing factor in my view is still how hyperscaler capital spending and in house chips evolve over the next few years. The CES news does not materially change that risk. Of the CES announcements, the expanded Siemens partnership around Rubin powered AI factories stands out to me as most relevant. It reinforces NVIDIA’s attempt to embed Rubin, Omniverse and CUDA X across industrial automation and chip design workflows, creating more reasons for manufacturers and hyperscalers to standardize on its stack. If this ecosystem push succeeds, it could help offset some of the margin and share pressure that might come from customers designing their own accelerators. Yet behind the excitement around Rubin and new partnerships, investors should also be aware of growing efforts by hyperscalers to build custom silicon and what that could mean for NVIDIA’s long term data center share... NVIDIA's narrative projects $337.2 billion revenue and $187.9 billion earnings b...
Mapping US Interventions In Latin America A lot has changed over the past 72 hours. For Venezuelans, the events will have been particularly momentous. In a rapid attack, U.S. special forces entered the compound of now-deposed Venezuelan president Nicolás Maduro and abducted both him and his wife, before flying them to the United States. The operation was accompanied by U.S. airstrikes targeting mu...
Mapping US Interventions In Latin America A lot has changed over the past 72 hours. For Venezuelans, the events will have been particularly momentous. In a rapid attack, U.S. special forces entered the compound of now-deposed Venezuelan president Nicolás Maduro and abducted both him and his wife, before flying them to the United States. The operation was accompanied by U.S. airstrikes targeting multiple sites in the capital of Caracas, with at least 80 people reportedly killed. Maduro is now in New York and is set to face trial today on drugs and weapons charges. The capture has prompted a wide range of international reactions, from condemnation in Moscow to support from Argentina, where President Javier Milei is an ally of U.S. President Donald Trump. Among Venezuelans, both inside the country and within the diaspora, responses have been mixed, combining relief and celebration at the fall of Maduro with deep uncertainty over what will follow. Although the abduction of Maduro was unexpected, the United States’ intervention in Venezuela is hardly the first in the region’s history. As Statista's Anna Fleck shows in the following chart , several countries in Latin America and the Caribbean have experienced direct U.S. involvement, though to varying degrees. You will find more infographics at Statista Among these are Mexico , which was invaded in 1846 during the Mexican-American war following the U.S. annexation of Texas. Panama was invaded in 1989, when Washington sought to depose the country's de facto ruler, General Manuel Noriega. Cuba was invaded and occupied by U.S. forces in 1898, during the Spanish-American War and later became the site of the failed U.S.-backed Bay of Pigs invasion in 1961. Elsewhere, U.S. involvement took different forms. In Guatemala , the CIA orchestrated Operation PBSuccess in 1954, a covert coup that overthrew the democratically elected President Jacobo Árbenz. In Chile , the United States supported the military coup that deposed President...
Indian exporters of products ranging from home decor to leather shoes are worried about missing the US summer shopping season if they are unable to lock in orders in January as trade deal talks drag on between New Delhi and Washington. This will be the decisive month for sealing the trade pact so contracts can be secured for the first half of 2026, according to half a dozen local exporters. The pu...
Indian exporters of products ranging from home decor to leather shoes are worried about missing the US summer shopping season if they are unable to lock in orders in January as trade deal talks drag on between New Delhi and Washington. This will be the decisive month for sealing the trade pact so contracts can be secured for the first half of 2026, according to half a dozen local exporters. The punitive 50 per cent US tariffs since August already hurt the exporters’ order volumes in the typically busy winter and Christmas season in 2025. One of the steepest levies imposed by the Donald Trump administration continues to deal a heavy blow to India’s labour-intensive sectors, especially textiles, handicrafts, apparel, gems and leather. Despite multiple rounds of talks, including four conversations between Trump and Prime Minister Narendra Modi since August, the slow progress in the trade deal has pressured the rupee and forced Delhi to dole out US$5 billion to protect Indian exporters. Advertisement Rafeeque Ahmed, chairman of Farida Group that is one of the largest shoemakers in India, said January 15 is the cut-off date for securing bulk orders from the US to ensure stable revenue for the summer and autumn seasons. The Tamil Nadu-based company derives about 60 per cent of its export revenue from American markets. “I have cut down production by 20 per cent-25 per cent and laid off workers,” said Ahmed, who supplies to international brands like Cole Haan and Clarks. “How long can we sustain this and keep giving discounts?” Advertisement Trump, meanwhile, continues to send mixed signals. He told reporters on Sunday that high tariffs had pushed Delhi to reduce Russian oil imports.
Browse all episodes Bloomberg Daybreak Asia: China-Japan Tensions Bloomberg Daybreak Asia China-Japan Tensions Arrow Right 20:51 Asian stocks, off to their best-ever start to a year, took a breather Wednesday with Japanese equities slipping amid rising tensions with China. Also, President Donald Trump said Venezuela would relinquish as much as 50 million barrels of oil to the US, declaring it woul...
Browse all episodes Bloomberg Daybreak Asia: China-Japan Tensions Bloomberg Daybreak Asia China-Japan Tensions Arrow Right 20:51 Asian stocks, off to their best-ever start to a year, took a breather Wednesday with Japanese equities slipping amid rising tensions with China. Also, President Donald Trump said Venezuela would relinquish as much as 50 million barrels of oil to the US, declaring it would be sold with the proceeds benefitting both countries. For more on the market action, we turn to Garfield Reynolds, Bloomberg's Team Leader for Markets Live Asia. And, we go to Las Vegas next, where the Consumer Electronics Show is underway. And Bloomberg had a chance to catch up with Nvidia CEO Jensen Huang, Siemans AG CEO Roland Busch, and Advanced Micro Devices CEO Lisa Su. They all spoke to Bloomberg's Ed Ludlow.
00:00 Japan has made a formal protest over China's move to ban exports of items that could have military uses. It is the latest flare up in diplomatic tensions between the major Asian economies over the comments from the Japanese Prime Minister last year on Taiwan. Let's bring in Minmin Low, our China correspondent here with us on set to just help us understand what the Japanese response has been....
00:00 Japan has made a formal protest over China's move to ban exports of items that could have military uses. It is the latest flare up in diplomatic tensions between the major Asian economies over the comments from the Japanese Prime Minister last year on Taiwan. Let's bring in Minmin Low, our China correspondent here with us on set to just help us understand what the Japanese response has been. Well, Japan is obviously opposed to this, it has asked China to withdraw those measures. What China does next will be something to watch. But the export control measures is pretty sweeping. It includes over 800 items from chemicals to equipment that are used in aviation and shipping. And so, you know, it could potentially have far reaching consequences because the language is pretty vague. It says it's targeted at Japan's military, but also any other end uses that help to boost Japan's military. So a lot is going to depend on how China interprets this and whether it applies it strictly or liberally. And it could potentially impact everything from automakers to equipment manufacturers. But in terms of size and scope, you compare this to 2010 when China also placed a limit on the exports of rare earths. The scope this time is more narrow because the last time, they haven't, they hadn't limited to just the military uses. What could happen next? Is there a risk that there would be retaliation from Japan? Yes. Well, you you think about you know, it really depends on whether the two sides come to the table, because we know China wants Japan's Prime Minister to retract those comments and she hasn't done so. But in terms of what Japan can do in its military, in its toolbox, we know the two countries are very closely intertwined because Japan is China's second largest export destination. It is also its third largest source of imports. It sells a lot of machineries, equipments to China. And where Japan really dominates is in the semiconductor industry. If Japan places its own export...