Nvidia's Rubin Chips on Track, CEO Huang Says

Summary

Bloomberg Intelligence's Masahiro Wakasugi discusses Nvidia's new Rubin platform, which is expected to launch in the second half of the year and handle rapidly growing AI model and inference workloads. He also covers autonomous driving and robotaxi expansion, including potential differentiation for Mercedes through its Nvidia partnership. On AMD, he says it is unlikely to dislodge Nvidia's dominant AI chip ecosystem, but the expanding AI market is not zero-sum and can still benefit AMD and other suppliers.

• Nvidia's Rubin platform is on track for a second-half launch and targets rising AI model and inference compute demand.
• The launch is seen as positive for Nvidia and the broader technology supply chain.
• AI inference growth, including autonomous driving and robotics, is expected to drive memory and networking chip demand.
• The robotaxi market is expected to expand globally as autonomous driving accelerates.
• Nvidia's work with Mercedes could help Mercedes differentiate its autonomous-driving technology.
• AMD is aggressively trying to catch up, but Nvidia's long-built ecosystem is expected to keep it dominant.
• Because the AI market is expanding and not zero-sum, AMD and other AI suppliers could also benefit.