NVIDIA made a major statement at CES 2026, unveiling new AI technologies that reinforce its influence across hardware, software, and robotics. Stephen Foskett, Brad Shimmin, and Nick Patience break down NVIDIA’s latest announcements, including Helios, advanced embedded processors, and new platforms designed to push AI deeper into real-world systems.
The panel also examines NVIDIA’s growing focus on robotics through Alpa Mayo and its specialized training frameworks, signaling a stronger push toward embodied AI. Beyond NVIDIA, the discussion covers Dell’s XPS comeback and what it says about high-performance AI PCs, along with NVIDIA’s acquisition of Grok and the broader industry shift toward inference-driven AI applications.
From chips to robots to infrastructure economics, this episode cuts through the CES noise to explain what actually matters—and why these moves point to where AI is heading next.