Nvidia CEO Jensen Huang: We've been thinking about robotics for a long time

Summary

CNBC's Jon Fortt interviews Nvidia CEO Jensen Huang at CES 2026. Huang discusses Nvidia's open AI strategy, partnerships with xAI and Google, the Vera Rubin chip generation, AI factory economics, and the physical AI/robotics opportunity. He argues that Nvidia's broad ecosystem, falling token costs, and new chip integration support strong value creation. The interview also touches on long-term research areas like drug discovery and ray tracing.

• Jensen Huang says Nvidia works with every AI company and runs every domain of science.
• Huang highlights Vera Rubin as a 4x training leap over Blackwell with 10x lower token costs and 10x higher throughput.
• Nvidia's gains come from integrating six new data-center chips across CPU, GPU, networking, switches, and DPU.
• Huang describes AI factories that produce tokens, with lower token costs expected to increase usage.
• Huang sees physical AI and robotics reaching an enabling-technology moment, citing action-generation models.
• The interview mentions Nvidia partnerships with xAI and Google Gemini and long-term research in drug discovery and ray tracing.