According to Sawyer Merritt, Nvidia has introduced its next-generation Rubin chips, which are five times more powerful than their Blackwell predecessors and are already in production (source: Sawyer Merritt on X, Jan 5, 2026). CEO Jensen Huang highlighted the Rubin pod architecture, featuring 1,152 GPUs across 16 racks, with each rack containing 72 Rubin chips. This significant leap in AI hardware performance is set to accelerate large-scale AI model training and inference, creating substantial opportunities for enterprises in data centers, cloud AI services, and generative AI workloads. Nvidia's rapid production timeline positions it as a leader in delivering high-performance AI infrastructure for global business applications.

According to @SawyerMerritt, Elon Musk has publicly called for talented engineers to join Tesla in designing and building next-generation AI chips, emphasizing the company's ambitious goal to launch a new AI chip design into volume production every 12 months (source: x.com/elonmusk/status/1992499020590108745). Musk states that Tesla aims to produce AI chips at a volume surpassing all other AI chips combined, highlighting the potential global impact on safety, autonomous driving, and medical care through innovations like Optimus. This initiative presents significant business opportunities for AI hardware specialists, and signals Tesla's intent to lead the AI hardware market by scaling production and accelerating real-world AI applications, particularly in automotive safety and healthcare (source: x.com/elonmusk/status/1992499020590108745).