“This MF’er don’t miss” - All the pleb semi makers watching Obi-Huang’s CES Keynote

Jensen Huang walked onto the CES stage and basically said, “Oh, you thought I was done?” During his CES Keynote, Jensen non-chalantly announced that Nvidia’s next-gen Rubin chips are on track for this year. Like built, tested, breathing (Elon timelines be d*mned), and allegedly 5x more powerful than Blackwell… which, for context, already turned the entire data-center market into a Nvidia toll road. Five times.

(Source: Imgflip)

Call it iteration, innovation, or just plain bullying… but Jensen is far from done. After finishing his usual AI infrastructure body slam (a.k.a. The part where hyperscalers watching nod like hostages)... he pivoted and decided to ruin the robotaxi sector too. Case in point: Nvidia says it’ll help launch Level 4 robotaxis by 2027. Translation: Nvidia is doing what it always does: selling the picks, shovels, simulation software, and toll booth to anyone dumb enough to try. 

(Source: Bloomberg) 

Meaning, we are headed to a point where Waymo, Mercedes’ self-driving in SF, and entire robotaxi feets are being juiced on Nvidia’s special sauce. In other words, given that automotive and robotics are still ~1% of Nvidia’s revenue. This just means Jensen is setting fire to entire industries before they matter financially. Just planting flags. Just in case. Meanwhile, competitors are stuck debating margins and demand cycles while Nvidia keeps expanding the board.

And that’s the part people keep missing. Most people thought this was a product announcement… but it was a reminder of positioning, and just how much of a big swingin’ juggernaut Nvidia is. They don’t need robotaxis to work tomorrow. It just needs everyone building robotaxis to realize that the fastest path to market runs straight through Jensen’s checkout line. Chips, simulation, training, validation, autonomy stacks… all bundled neatly so carmakers can pretend they’re innovators instead of customers.

(Source: Imgflip) 

Of course, AI infrastructure has already turned Nvidia into the landlord of modern computing. Now Jensen is doing the same thing to mobility, quietly letting everyone else fight over branding, regulation, and liability while Nvidia sells the brainstem to the entire ecosystem. If robotaxis work, Nvidia wins. If they stall, Nvidia still wins because the R&D bill was paid by someone else. This is exactly why the Rubin drop matters more than the headline. Five times Blackwell isn’t about speed… It's about widening the moat so far that competitors stop pretending they’re catching up and start pivoting to “adjacent opportunities” in press releases.

Translation: This is Jensen Huang’s world, and we all just have the privilege of living in it. Meaning, keep your eyes on this rollout and place your bets accordingly, friends. Until next time… 

At the time of publishing, Stocks.News does not hold positions in companies mentioned in the article.