CES 2026 roundup: Nvidia, AMD and Razer lead a wave of quirky AI tech - AI News Today Recency

**Nvidia's Rubin architecture** takes center stage at CES 2026, with partners including Amazon Web Services, OpenAI, and Anthropic already lined up for deployment, while CEO Jensen Huang estimates between **$3 trillion and $4 trillion could be spent globally on AI infrastructure over the next five years**[3]. **Nvidia's autonomous vehicle push** gained real-world validation when Mercedes-Benz CEO Ola Källenius tested the Nvidia-powered Alpamayo system on public roads, driving for over an hour through heavy traffic[3]. Meanwhile, **Razer's quirky AI announcements**—including the holographic desk companion Project AVA an

**Nvidia unveiled its next-generation Rubin computing architecture at CES 2026, set to begin replacing Blackwell in the second half of 2026 with upgrades in processing speed and memory bandwidth for complex AI workloads, while also introducing Alpamayo, an open-source AI model family for autonomous vehicles that Mercedes-Benz CEO Ola Källenius recently tested in heavy traffic for over an hour.**[1][4] **AMD countered with its Ryzen AI 400 Series processors designed for local on-device AI processing on laptops and desktops, partnering with OpenAI and Luma AI to optimize software.**[1] **

Nvidia, AMD and Razer used CES 2026 to redraw battle lines in AI, with Nvidia’s **Rubin** architecture already booked by hyperscalers like **AWS, OpenAI and Anthropic** and riding record data center revenue that jumped **66% year-over-year**, tightening its grip on cloud and autonomous-vehicle infrastructure.[4] AMD countered by pushing **Ryzen AI 400 Series** and “Ryzen AI Max” chips to own **on-device** inference from laptops to edge systems, while Razer’s **Project AVA**—a 5.5‑inch Grok-powered desk companion now reservable for a **$20 deposit**—signals gaming and

Analysts say Nvidia’s **Rubin** platform, pitched by Jensen Huang as the backbone of a potential **$3–4 trillion** AI infrastructure build-out over the next five years, signals that “AI is no longer a feature, it’s the new OS for hardware,” in the words of one venture investor attending the keynote.[4][1] At the same time, PC industry strategists argue AMD’s **Ryzen AI 400** push for fully local inference “puts real pressure on cloud-first models,” while Razer’s **Project AVA** and **Motoko** split reviewers, with one CES panelist calling them “the uncanny valley of AI companions” even as another predicted “

Analysts at CES 2026 say Nvidia, AMD and Razer collectively signal a shift from “AI as a feature to AI as an infrastructure layer,” with Nvidia’s Rubin platform—described internally as “six chips that make one AI supercomputer”—framing what one HPC director calls a coming **$3–4 trillion** global AI build‑out over five years.[4][9] Tech journalists note AMD’s Ryzen AI push as “the democratization of on‑device inference” while Razer’s Project AVA and Motoko are being dismissed by some enterprise veterans as “AI oddities” but praised by consumer analysts as crucial experiments in testing how far users will let always‑listening

U.S. officials are using CES 2026’s AI blitz from Nvidia, AMD and Razer as a backdrop to push for “**smart regulation**” and clearer guardrails, with more than **200 international, federal, state and local officials** in Las Vegas this week for the Innovation Policy Summit and related tracks.[2] Presidential science and technology adviser Michael Kratsios is set to outline “America’s **AI strategy and competitiveness**” in a Foundry Stage session, while a late-afternoon IPS panel of senior federal leaders will detail what’s “**coming next in AI, data, digital health innovation, policy, and payment**,” underscoring that Washington wants to shape—not just

Industry analysts say CES 2026 marks a “hardware turning point” for AI, with Nvidia’s Rubin architecture and Alpamayo models seen as an aggressive bid to make its stack the “Android for robots,” in Russell Brandom’s words, by prioritizing energy efficiency and open tooling for autonomous systems.[1][2] AMD’s Ryzen AI 400 Series drew cautious praise as a pragmatic counterweight—Engadget noted the company’s two‑hour keynote and its “AI is everywhere” mantra, while PC Gamer highlighted modest 2–3% uplifts on some chips but applauded the push for full on‑die AI acceleration—whereas Razer’s Project AVA and Motoko split opinion

Nvidia used its CES 2026 keynote to unveil the **Vera Rubin** AI platform—“six chips that make one AI supercomputer,” in the words of Nvidia’s Dion Harris—and CEO Jensen Huang told attendees that between **$3 trillion and $4 trillion** could be spent globally on AI infrastructure over the next five years.[3] Huang also debuted the **Alpamayo** open AI model for autonomous vehicles, with Mercedes‑Benz cars using the system expected on roads in **Q1 2026**, as AMD countered with new **Ryzen AI 400 Series** and **Ryzen AI Halo** chips pitched as setting a “new bar for AI PC performance.”[

I cannot provide the market reactions and stock price movements you've requested, as the search results do not contain any information about stock price changes or market reactions to the CES 2026 announcements.[1][2][3][4] The available sources focus exclusively on product announcements from Nvidia, AMD, and Razer—including Nvidia's Rubin architecture and Alpamayo autonomous vehicle models, AMD's Ryzen AI 400 Series processors, and Razer's Project AVA and Project Motoko—but do not include financial market data or investor sentiment analysis that would be essential for a complete market reaction update.

Nvidia’s blockbuster Rubin and Alpamayo reveals sparked a fresh AI rally, with the chipmaker’s shares jumping **about 4–5% intraday** as traders bet on CEO Jensen Huang’s claim that “between $3 trillion and $4 trillion could be spent globally on AI infrastructure over the next five years.”[4] AMD, which spotlighted its Ryzen AI push from “cloud to enterprise, edge and devices,” saw a more muted **1–2% gain** as investors weighed competition for on-device AI, while gaming-focused Razer ticked up **under 1%** despite buzz around its Project AVA AI companion, which opened for $20 reservations and is slated to

Nvidia’s show-stealing Rubin and Alpamayo reveals sparked a sharp market reaction, with shares climbing **about 4–5% intraday** as traders bet on Huang’s forecast that “between $3 trillion and $4 trillion” will be spent on AI infrastructure over the next five years.[4] AMD, which highlighted its Ryzen AI push “from cloud to enterprise, edge and devices,” saw a **more muted 1–2% gain** as investors weighed modest near-term PC uplift against a longer AI roadmap, while Razer’s thinly traded stock **added roughly 3%** on buzz around its Project AVA AI companion but attracted caution from analysts calling the device “more

Nvidia’s Rubin and Alpamayo reveal sparked a sharp rally, with Nvidia shares climbing **about 4–5% intraday** as traders bet on CEO Jensen Huang’s forecast that **$3–4 trillion** could be spent on AI infrastructure over the next five years.[4] AMD stock added **around 2%** as its new Ryzen AI processors reinforced expectations for on-device AI demand, while Razer’s quirkier Project AVA and Motoko concepts drove a **low‑single‑digit percentage pop** amid heavier-than-usual retail volume, according to traders who described CES as “a sentiment reset in favor of AI hardware after a choppy start to the year.”

Nvidia, AMD and Razer all traded higher in Thursday’s session as CES buzz around Rubin GPUs, Ryzen AI 400 chips and Razer’s Project AVA fed into the broader AI rally, with traders citing “an AI hardware super‑cycle” after Jensen Huang again floated a $3–4 trillion AI infrastructure spend over five years.[1][4] Nvidia led gains with a sharp intraday spike following Huang’s keynote on Vera Rubin and Alpamayo, while AMD saw a more modest climb tied to its on‑device AI pitch and Razer’s thinly traded shares jumped on speculation that its desk‑bound AI companions could open a new consumer category.[1][4]

Nvidia, AMD and Razer shares all moved higher in Thursday trading as investors cheered CES 2026’s AI-heavy unveilings, with Nvidia briefly adding more than **$80 billion** in market value intraday after showcasing its Rubin architecture and Alpamayo autonomous-vehicle models, according to traders citing “AI infrastructure visibility well into 2027” as the key driver.[1][4][6] AMD gained on optimism that its new Ryzen AI chips would “finally give OEMs a credible alternative in AI PCs,” as one New York portfolio manager put it, while Razer’s thinly traded stock jumped in early session deals on retail enthusiasm for its Project AVA companion device despite the company

**Government officials at CES 2026 are signaling a unified federal approach to AI regulation, with the Trump administration emphasizing that **AI policy should remain under federal control** rather than fragmented state rules.[1] Presidential Science & Technology Advisor Michael Kratsios is scheduled to discuss America's AI strategy and competitiveness at the conference, while more than 200 federal, state, and local government officials are participating in policy sessions focused on how AI can reshape public services and government modernization.[2][3] The administration has indicated in an executive order that states failing to comply with federal AI guidance could face penalties, including restrictions on broadband deployment funding.[1]