# Ep 148: All the Happenings from CES 2026!

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2026-01-12
- Length: 58m
- Episode: 150
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2026-01-12-ep-148-all-the-happenings-from-ces-2026
- Listen: https://share.transistor.fm/s/d999faa3

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2026-01-12-ep-148-all-the-happenings-from-ces-2026#t=6) Introduction and CES Themes
- [3:02](https://hardwarepodcasts.com/podcast/the-circuit/2026-01-12-ep-148-all-the-happenings-from-ces-2026#t=182) NVIDIA Vera Rubin Architecture and Modularity
- [14:42](https://hardwarepodcasts.com/podcast/the-circuit/2026-01-12-ep-148-all-the-happenings-from-ces-2026#t=882) Power Management and Behind-the-Meter Solutions
- [21:59](https://hardwarepodcasts.com/podcast/the-circuit/2026-01-12-ep-148-all-the-happenings-from-ces-2026#t=1319) Autonomous Vehicles and Robotics
- [27:21](https://hardwarepodcasts.com/podcast/the-circuit/2026-01-12-ep-148-all-the-happenings-from-ces-2026#t=1641) AMD Helios Rack and MI 500 Tease
- [36:45](https://hardwarepodcasts.com/podcast/the-circuit/2026-01-12-ep-148-all-the-happenings-from-ces-2026#t=2205) Intel Panther Lake and Client PC Market
- [43:27](https://hardwarepodcasts.com/podcast/the-circuit/2026-01-12-ep-148-all-the-happenings-from-ces-2026#t=2607) The Evolving Role of CPUs in AI
- [49:58](https://hardwarepodcasts.com/podcast/the-circuit/2026-01-12-ep-148-all-the-happenings-from-ces-2026#t=2998) Memory Supply Constraints and Micron's Strategy
- [53:28](https://hardwarepodcasts.com/podcast/the-circuit/2026-01-12-ep-148-all-the-happenings-from-ces-2026#t=3208) Robotics, AI at the Edge, and Show Wrap-up

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Robotics & autonomy](https://hardwarepodcasts.com/topic/robotics-and-autonomy)
- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)

## Most relevant to

large enterprises

## Mentioned

- NVIDIA (company)
- Vera Rubin (product)
- AMD (company)
- Helios (product)
- MI 500 (product)
- Intel (company)
- Panther Lake (product)
- HP (company)
- Micron (company)
- HBM (product)
- Tesla (company)
- Waymo (company)
- Boston Dynamics (company)
- Qualcomm (company)
- Thor (product)

## Related episodes from other shows

- [Interview: AMD CTO Papermaster | Interview: Imagination CEO Black | Where to Invest in 2020](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in) (EE Times Current)
- [Back Into The Swing Of Things](https://hardwarepodcasts.com/podcast/the-amp-hour/2017-05-14-back-into-the-swing-of-things) (The Amp Hour)
- [AI Chip Revelations | A Corporate Soap Opera | The Sounds of a Pandemic](https://hardwarepodcasts.com/podcast/ee-times-current/2020-04-17-ai-chip-revelations-a-corporate-soap-opera-the-sounds-of-a-pandemic) (EE Times Current)
- [China’s $28B Big Fund | The Cockiest Startup | Sony’s Ambitions](https://hardwarepodcasts.com/podcast/ee-times-current/2019-11-22-chinas-28b-big-fund-the-cockiest-startup-sonys-ambitions) (EE Times Current)
- [The Same Wavelength](https://hardwarepodcasts.com/podcast/the-amp-hour/2022-03-21-the-same-wavelength) (The Amp Hour)

## Citing this page

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