Nvidia CEO Jensen Huang gives keynote address at CES, unveils automated vehicle AI

Summary

CNBC's John Fortt reports from CES after Nvidia CEO Jensen Huang's keynote, highlighting the Vera Rubin platform and Nvidia's push into autonomous-driving software. Fortt says Vera Rubin's six chips are in full production, partner systems arrive in the second half, and Nvidia claims 10x lower inference token cost versus Blackwell. The segment frames Nvidia as still innovating and staying ahead of competitors, with more from Huang expected on Squawk Box.

• Nvidia shares were little changed after Huang's CES keynote.
• John Fortt identified Vera Rubin as the biggest announcement.
• All six Vera Rubin chips are in full production, with partner systems due in the second half.
• Nvidia claims 10x lower inference token cost versus Blackwell.
• The platform is described as expensive but premium and backward compatible.
• Nvidia is adding reasoning capabilities to autonomous-driving software.
• Fortt cited Waymo's blackout difficulties as an example of rule-based AV limits.
• A longer Jensen Huang interview is planned for Squawk Box.