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Jensen Huang Shakes Vegas With Nvidia’s Physical A.I. Vision at CES

Nvidia revealed Alpamayo, a reasoning AI for autonomous driving using synthetic data, with Mercedes-Benz robotaxis planned for U.S. launch in Q1 2026, CEO Huang said.

  • On Monday, Jensen Huang opened CES 2026 with a 90-minute keynote unveiling Alpamayo and showing a one-shot video of a Mercedes navigating San Francisco.
  • Framing `physical A.I.`, Nvidia described how systems learn physics to teach intuitive rules like gravity, causality, and motion, with robotics and self-driving as core growth areas targeting Level 4 autonomy.
  • Analysts noted Rubin's production and ramp prospects; Sur said in a Monday note, `Rubin GPU confirmed to be on track for C2H26 ramp; leaning even further into physical AI opportunity; performance differentiation achieved through co-design; stepping into storage market with new context memory controller.`
  • The company confirmed to CNBC on Monday it is partnering with robotaxi operators to launch Alpamayo-powered fleets using Drive AV as soon as 2027, though Alpamayo remains a Level 2 system requiring a human driver.
  • The sold-out BleauLive Theatre and about 2,000 attendees at the overflow watch party highlighted public interest, with LSEG analysts' consensus suggesting about 33% potential upside next year.
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Axios broke the news in Washington, United States on Monday, January 5, 2026.
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