Nvidia's CES: Infrastructure Focus Signals AI's Next Phase
Published:Jan 7, 2026 11:00
•1 min read
•Stratechery
Analysis
While lacking direct consumer appeal, Nvidia's infrastructure announcements, like AI-native storage, are crucial for scaling AI development and deployment. The focus shift indicates a maturing AI ecosystem demanding robust underlying architectures. Future analysis should explore the specific technical details of Nvidia's new Vera Rubin platform.
Key Takeaways
Reference
“Nvidia's CES announcements didn't have much for consumers, but affects them all the same.”