Nvidia Launches Rubin Platform, AI Supercomputer on the Horizon

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.RUBIN PLATFORM:Nvidialaunched the Nvidia Rubin platform, comprising six new chips designed to deliver one AI supercomputer. "Rubin arrives at exactly the right moment, as AI computing demand for both training and inference is going through the roof," said Jensen Huang, founder and CEO of Nvidia during CES."With our annual cadence of delivering a new generation of AI supercomputers - and extreme codesign across six new chips - Rubin takes a giant leap toward the next frontier of AI." The Rubin platform introduces five innovations, including the latest generations of Nvidia NVLink interconnect technology, Transformer Engine, Confidential Computing and RAS Engine, as well as the Nvidia Vera CPU.Huang said the company's next generation chips are in "full production" and can deliver five times the AI computing of the company's previous chips. According to the executive, the chips are expected to arrive later this year and are already being tested by AI companies.Shares of Aaonare trading lower on Tuesday on concerns that Nvidia's Rubin chips could reduce data center cooling needs. The comments made by the chip giant's CEO also sent shares of other U.S. heating, ventilation and air conditioning-related companies like Johnson Controlsand Trane Technologiesinto negative territory. Speaking at the Consumer Electronics Show in Las Vegas on Monday, Nvidia's Jensen Huang also said the company's next generation of chips is in "full production," and that the Vera Rubin platform is expected to debut later this year.OPEN-SOURCE AI MODELS:Nvidia announced new open models, frameworks and AI infrastructure for physical AI, and unveiled robots for every industry from global partners. The new Nvidia technologies include building generalist-specialist robots that can learn many tasks. These new models, all available on Hugging Face, include: Nvidia Cosmos Transfer 2.5 and Nvidia Cosmos Predict 2.5 - open, fully customizable world models that enable physically based synthetic data generation and robot policy evaluation in simulation for physical AI. Nvidia Cosmos Reason 2, an open reasoning vision language model that enables intelligent machines to see, understand and act in the physical world like humans. Nvidia Isaac GR00T N1.6, an open reasoning vision language action model built for humanoid robots, that unlocks full body control and uses Nvidia Cosmos Reason for reasoning and contextual understanding. Nvidia released new open-source frameworks on GitHub.ALPAMAYO:Nvidia unveiled the Nvidia Alpamayo family of open AI models, simulation tools and datasets designed to accelerate the next era of autonomous vehicle development. "The ChatGPT moment for physical AI is here - when machines begin to understand, reason and act in the real world," said Jensen Huang, founder and CEO of Nvidia. "Robotaxis are among the first to benefit. Alpamayo brings reasoning to autonomous vehicles, allowing them to think through rare scenarios, drive safely in complex environments and explain their driving decisions - it's the foundation for safe, scalable autonomy."AI-NATIVE STORAGE INFRASTRUCTURE:Nvidia announced that the Nvidia BlueField-4 data processor, part of the full-stack Nvidia BlueField platform, powers Nvidia Inference Context Memory Storage Platform, a new class of AI-native storage infrastructure. "AI is revolutionizing the entire computing stack - and now, storage," said Jensen Huang, founder and CEO of Nvidia. "AI is no longer about one-shot chatbots but intelligent collaborators that understand the physical world, reason over long horizons, stay grounded in facts, use tools to do real work, and retain both short- and long-term memory. With BlueField-4, NVIDIA and our software and hardware partners are reinventing the storage stack for the next frontier of AI."NEW FUNDING ROUND:LMArena, a startup that operates a widely cited ranking of AI models based on their performance, has raised $150M at a valuation of $1.7B, including the new money, according to the company, The Information's Katie Roof and Rocket Drew. The funding round, co-led by existing investors Felicis and the University of California's investment arm, will help the company pay for computing power to run AI models it evaluates for customers such as OpenAI, Google, xAI and Microsoft, as well as hire technical staff.CHATGPT FOR HEALTHCARE:More than 40 million people worldwide use ChatGPT daily for health information, reflecting growing reliance on AI to navigate the complex U.S. health care system, Megan Morrone of Axios. Users increasingly view ChatGPT as an ally for decoding medical bills, challenging insurance denials, and managing care when access to doctors is limited, according to a report OpenAI has shared exclusively with Axios.COLLABORATION:Zeta Globalannounced a strategic collaboration with OpenAI to power the conversational intelligence and agentic applications behind Athena by Zeta, its superintelligent agent built for enterprise marketing. OpenAI models will support Athena's next phase of development, enabling more intuitive and intelligent experiences for enterprise marketers. Zeta also expanded beta access to Athena. "Athena is already transforming how our team works. Generating segment-based reports from a simple prompt and running ad hoc analysis in seconds has been a game-changer," said Deborah Cook, Vice President, Data Intelligence at TKO Group Holdings, Inc. "Tasks that once required significant manual effort, like comparing performance across segments or identifying creative optimization opportunities, now happen instantly. As Athena expands into deeper geographic and performance insights, we're excited about its potential for broader adoption across our business."ON THE SIDELINES:Truist initiated coverage of CoreWeavewith a Hold rating and $84 price target. CoreWeave holds a leadership position in providing purpose-built AI cloud infrastructure and has become a trusted provider to leading AI labs and hyperscalers, the firm tells investors in a research note. The Nvidia partnership is vital as it ensures CoreWeave access to GPUs, providing a long-term revenue backstop, Truist says.