Ep 148: All the Happenings from CES 2026!

The Circuit · 12 Jan 2026 · 58m · Episode 150

What this episode covers

Ben Bajarin and Jay Goldberg discuss the highlights of CES 2026, focusing on NVIDIA's early announcement of the Vera Rubin architecture, AMD's Helios rack and MI 500 chip, and Intel's Panther Lake client processors. They analyze the persistent memory supply constraints affecting both enterprise and consumer markets, the rapid advancement in robotics and autonomous vehicles, and the evolving role of CPUs in AI infrastructure.

Mentioned

Companies
NVIDIA, AMD, Intel, HP, Micron, Tesla, Waymo, Boston Dynamics, Qualcomm
Products
Vera Rubin, Helios, MI 500, Panther Lake, HBM, Thor

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