国泰海通｜海外科技：CES：NVDA、INTEL算力升级，物理AI成推进焦点——2026 CES大会要点点评

国泰海通证券研究01-07

报告导读：英伟达展示全面的AI基础设施部署与迭代，强调物理AI的应用前景；AMD和英特尔分别在此前较为薄弱的机架能力和18A制程节点上取得较大进展。事件：2026 CES开幕，英伟达、英特尔、AMD等北美头部算力厂商密集更新新产品进展。新硬件、新架构、开源全家桶，英伟达展示全面的AI基础设施部署与迭代，强调物理AI的应用前景。英伟达宣布新一代AI平台Rubin已进入全面量产阶段，Rubin包含六款...

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ACC"},"translate_title":"Cathay Haitong | Overseas Technology: CES: NVDA, INTEL computing power upgrade, physical AI becomes the focus of promotion-Comments on the key points of the 2026 CES conference","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD2.UK":0.6,"NVDS":0.6,"3NVD.UK":0.6,"INTC":1.83,"NVDX":0.6,"NVD":0.6,"2NVD.UK":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDY":0.6,"NVDA":1.96,"04335":1.83,"NVIW.SI":0.6,"NVD3.UK":0.6,"AMD":0.9,"NVDD":0.6,"SNVD.UK":0.6},"content_text":"报告导读：英伟达展示全面的AI基础设施部署与迭代，强调物理AI的应用前景；AMD和英特尔分别在此前较为薄弱的机架能力和18A制程节点上取得较大进展。事件：2026 CES开幕，英伟达、英特尔、AMD等北美头部算力厂商密集更新新产品进展。新硬件、新架构、开源全家桶，英伟达展示全面的AI基础设施部署与迭代，强调物理AI的应用前景。英伟达宣布新一代AI平台Rubin已进入全面量产阶段，Rubin包含六款新型芯片：Vera CPU、Rubin GPU、NVLink 6交换机、ConnectX-9超级网卡、BlueField-4 DPU及Spectrum-6以太网交换机。其中，Rubin GPU在训练任务的运行速度是Blackwell架构的3.5倍，在推理任务的速度达到了Blackwell的5倍，峰值运算能力达50 Petaflops。1）计算效率方面，相较于Blackwell平台，Rubin推理阶段的token成本最高降低10倍，并将训练混合专家模型（MoE）所需的GPU数量减少至原来的1/4。2）架构创新方面，针对推理过程中产生的大量KV Cache问题，英伟达推出由BlueField-4驱动的推理上下文内存存储平台，在GPU内存和传统存储之间创建一个第三层，通过扩大上下文容量、加快跨节点共享，在特定场景下，每秒处理的token数提升最高达5倍，并实现同等水平的能效优化。该推理上下文内存存储平台有助于帮助Agent保留长期记忆，长期运行、反复思考。3）部署节奏方面，微软和Coreweave将成为2026下半年首批部署Rubin的客户，微软的下一代Fairwater AI超级工厂将配备Vera Rubin NVL72机架级系统，规模可扩展至数十万颗Vera Rubin芯片。4）应用方面，黄仁勋表示物理AI的ChatGPT时刻快要到来。英伟达发布了Alpamayo系列VLA开源AI模型和工具，用于自动驾驶车辆开发。英伟达DRIVE系统正式进入量产阶段，首先应用于梅赛德斯-奔驰CLA，计划2026年在美国上路。这款车将搭载L2++级自动驾驶系统，采用“端到端AI模型+传统流水线”的混合架构。AMD推出基于MI 455X的Helios机架。Helios机架采用全液冷设计，配备四个Instinct MI455X GPU和一个EPYC Venice Zen6 CPU。此外，MI500系列芯片也在开发中，将采用2nm工艺。随着MI500系列在2027年推出，AMD有望在4年时间内将AI性能芯片提升1000倍。英特尔推出首款基于18A制程节点打造的计算平台。英特尔正式发布了基于18A工艺的最新一代客户端处理器英特尔酷睿Ultra 3系列（代号Panther Lake）。酷睿Ultra 3平台的总AI算力达到180 TOPS，其中GPU贡献了120TOPS，凭借大内存支持，该平台成为业内首个能在本地运行700亿参数大语言模型并支持32k上下文的客户端芯片。首批搭载酷睿Ultra 3处理器的消费级笔记本电脑将于2026年1月6日开启预售，并于2026年1月27日起在全球范围内面市，更多产品设计将于2026上半年陆续推出。风险提示：AI技术迭代不及预期；AI下游应用落地不及预期。报告来源以上内容节选自国泰海通证券已发布的证券研究报告。报告名称：CES：NVDA、INTEL算力升级，物理AI成推进焦点——2026 CES大会要点点评；报告日期：2026.01.06  报告作者：秦和平（分析师），登记编号：S0880523110003刁云鹏（研究助理），登记编号：S0880125070016重要提醒本订阅号所载内容仅面向国泰海通证券研究服务签约客户。因本资料暂时无法设置访问限制，根据《证券期货投资者适当性管理办法》的要求，若您并非国泰海通证券研究服务签约客户，为保证服务质量、控制投资风险，还请取消关注，请勿订阅、接收或使用本订阅号中的任何信息。我们对由此给您造成的不便表示诚挚歉意，非常感谢您的理解与配合！如有任何疑问，敬请按照文末联系方式与我们联系。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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