Jan. 11 at 9:18 PM
$INTC "For competitors like AMD (NASDAQ: AMD) and Intel (NASDAQ: INTC), the Rubin announcement sets an incredibly high bar. The 5x performance leap and the integration of HBM4 memory put
$NVIDIA several steps ahead in the "arms race" for AI hardware. Furthermore, by providing a full-stack solution—from the CPU and GPU to the networking switches and liquid-cooling manifolds—NVIDIA is making it increasingly difficult for customers to mix and match components from other vendors. This "lock-in" is bolstered by the Rubin MGX architecture, which hardware partners like Super Micro Computer (
$SMCI), Dell Technologies (
$DELL), Hewlett Packard Enterprise (
$HPE), and Lenovo (
$0992) are already using to build standardized rack-scale solutions." https://markets.chroniclejournal.com/chroniclejournal/article/tokenring-2026-1-9-nvidia-unveils-vera-rubin-ai-platform-at-ces-2026-a-5x-performance-leap-into-the-era-of-agentic-ai