Nvidia unveils new autonomous vehicle software at CES

Watch on YouTube ↗  |  January 06, 2026 at 11:52  |  1:21  |  CNBC
Speakers
Andrew Ross Sorkin — Co-Anchor, Squawk Box

Summary

Nvidia CEO Jensen Huang used CES to announce the Vera Rubin AI computing platform, new autonomous vehicle software for robotaxi fleets, and a Mercedes-Benz partnership expected later this year. Nvidia also said Chinese demand for older H200 chips is strong and that it has applied for export licenses after the U.S. allowed shipments. The announcements highlight Nvidia's expansion into AI data center and physical AI markets.

  • Nvidia introduced Vera Rubin, claiming up to 5x AI computing power.
  • Customers are on track to deploy Vera Rubin in the second half of the year.
  • Nvidia unveiled autonomous vehicle software for robotaxi operators.
  • Mercedes-Benz cars are expected to use Nvidia technology later this year.
  • Nvidia's CEO said Chinese demand for H200 chips is strong.
  • Nvidia applied for licenses to ship H200 chips to China after U.S. allowed exports.
Ideas
Andrew Ross Sorkin Co-Anchor, Squawk Box 0:23
Vera Rubin boosts AI compute
Nvidia unveiled new autonomous vehicle software as part of its push into physical AI. It is working with robotaxi operators to power self-driving fleets as soon as next year, and Mercedes-Benz cars later this year are expected to use Nvidia technology for navigation, providing a new growth vector to monitor.
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This CNBC video, published January 06, 2026, features Andrew Ross Sorkin discussing NVDA. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Andrew Ross Sorkin  · Tickers: NVDA