CES 2026：英伟达六大芯片协同升级，算力+存力迈入新纪元

信达证券01-12

（以下内容从信达证券《CES 2026：英伟达六大芯片协同升级，算力+存力迈入新纪元》研报附件原文摘录）本期内容提要:Vera Rubin：六大芯片协同升级，推理性能大幅提升。美国拉斯维加斯时间1月5日，英伟达创始人兼CEO黄仁勋在国际消费电子展CES2026上发表主题演讲，并正式发布Rubin平台。该平台由六款专为打造超凡AI超级计算机而设计的全新芯片组成，包括Vera CPU、Rubin ...

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Cache问题，Rubin平台引入了由BlueField-4驱动的NVIDIA推理上下文内存存储，构建了一个AI原生的基础设施层，用于存储KV Cache，通过扩展GPU内存容量为上下文记忆提供基础设施。（3）PCB方面，从Cable Tray到Cableless互联，Rubin NVL72PCB价值量显著提升，这种机械简化使得组装速度比上一代托盘架构快18倍，并且显著缩短了现场维护期间的服务时间，降低了部署时间和持续的运营成本。（4）Rack方面，系统协同设计显著提升，ODM环节核心受益。由于在6款芯片、托盘、机架、Pod、数据中心与软件层面实现了极致协同设计，Rubin平台在训练与推理成本上实现了大幅下降。开源模型：从数据到代码全覆盖，Nemotron3重构Agentic AI范式。本次CES上，黄仁勋宣布扩展其开源模型生态（Open ModelUniverse），新增和更新了一系列模型、数据集、代码库和工具。这个生态覆盖六大领域：生物医学AI（Clara）、AI物理模拟（Earth-2）、Agentic AI（Nemotron）、物理AI（Cosmos）、机器人（GR00T）和自动驾驶（Alpamayo）。Nemotron系列是此次更新的重点，覆盖了推理、RAG、安全和语音四个应用方向。物理AI：从Cosmos到Alpamayo，走向商业化落地。在物理AI领域，英伟达更新了用于理解和生成物理世界视频的Cosmos，机器人通用基础模型Isaac GR00T、自动驾驶视觉-语言-行动模型Alpamayo。Cosmos是一个开源的物理AI世界基础模型，目前已经用海量视频、真实驾驶与机器人数据，以及3D模拟做过预训练。Alpamayo是一个面向自动驾驶领域的开源工具链，也是首个开源的视觉-语言-行动（VLA）推理模型。投资建议：英伟达Rubin平台正式发布开启AI算力新纪元，全球算力设施向“AI工厂”范式全面转型。我们认为，Rubin通过协同设计实现性能飞跃，算力、存储、PCB、机架等多环节价值量或显著提升，产业链核心环节在基建投资化趋势下仍具备较大的成长空间，建议关注：【海外AI】工业富联/沪电股份/鹏鼎控股/胜宏科技/生益科技/生益电子等；【国产AI】寒武纪/芯原股份/海光信息/中芯国际/深南电路等；【存储】德明利/江波龙/兆易创新/聚辰股份/普冉股份等；【SoC】瑞芯微/乐鑫科技/恒玄科技/晶晨股份/中科蓝讯等。风险提示：AI发展进程不及预期，下游需求发展不及预期。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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; 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