【人工智能月度跟蹤】CES 2026 AI前沿信息匯總

愛建證券研究所

01/12

CES 2026 AI前沿信息匯總-人工智能月度跟蹤-本報告發布於2025年1月9日投資要點：事件：2026年1月6日CES展會上，NVIDIA CEO黃仁勳展示了Vera Rubin AI超級計算機平台，並宣佈該產品即將量產；AMD同期推出了基於MI 455X GPU的Helios機架級AI計算方案；Intel則發布了其首款基於18A製程節點打造的計算平台。作為全球知名芯片設計公司，NVIDIA...

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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【人工智能月度跟蹤】CES 2026 AI前沿信息匯總\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">愛建證券研究所</strong><span class=\"h-time small\">2026-01-12 15:56</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>CES 2026 AI前沿信息匯總-人工智能月度跟蹤-本報告發布於2025年1月9日投資要點：事件：2026年1月6日CES展會上，NVIDIA CEO黃仁勳展示了Vera Rubin AI超級計算機平台，並宣佈該產品即將量產；AMD同期推出了基於MI 455X GPU的Helios機架級AI計算方案；Intel則發布了其首款基於18A製程節點打造的計算平台。作為全球知名芯片設計公司，NVIDIA...</p>\n\n<a 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Engine支撐大模型研發）、2024年的Blackwell（全棧協同設計提升AI推理與圖形渲染性能）等架構，並計劃通過下一代Rubin、Feynman架構突破算力密度與能效比極限，服務超複雜場景。NVIDIA推出新一代Vera Rubin AI超級計算機平台，該平台涵蓋Vera CPU、Rubin GPU等6款新型芯片。憑藉跨芯片極致協同設計，其不僅可將單Token推理成本降低1/10，還能把混合專家（MoE）模型訓練所需的GPU數量縮減至1/4。該平台的核心為Vera Rubin Superchip，其通過NVLink-C2C互聯技術，無縫整合兩顆Rubin GPU與一顆Vera CPU，進而構建起統一的機架級計算執行域。1）Vera CPU專為智能體推理打造，在核心數量、內存帶寬及算力等關鍵維度大幅超越Grace CPU；2）Rubin GPU搭載第三代Transformer引擎，在運算能力、內存帶寬等核心指標上實現顯著躍升。NVIDIA宣佈，Vera Rubin 2026年進入全面量產階段，AWS、Google Cloud、OCI將同步部署；同時，CoreWeave、Lambda、Nebius、Nscale等NVIDIA雲生態合作伙伴也將跟進部署。AMD與Intel分別在CES 2026推出算力新品。AMD發布搭載2nm EPYC Venice Zen6 CPU與Instinct MI455X GPU的Helios AI機架平台。該平台採用全液冷設計，基礎單元集成DPU與AI網卡，完整機架可提供2.9 Exaflops AI算力等強勁性能。MI455X GPU性能較前代提升10倍，EPYC Venice Zen6 CPU性能與效率提升超70%；Intel推出基於18A工藝的Intel Core™Ultra Series 3 Processors（開發代號Panther Lake），作為首款AI個人電腦平台，該系列含X9、X7 型號，旗艦款最高配備16核 CPU、12核Xe顯卡及50 TOPS NPU算力。投資建議：NVIDIA最新Vera Rubin平台的發布標誌着高算力GPU、CPU和高速連接芯片仍然是未來AI平台的發展方向。建議關注國產高算力GPU、CPU和連接芯片的投資機會，以及國內已經打入NVIDIA供應鏈的PCB等零部件供應商的投資機會。風險提示：1）國際貿易摩擦加劇2）下游需求不及預期3）技術升級進度滯後事件：CES 2026於拉斯維加斯召開事件：2026年1月6日CES拉斯維加斯展會上，NVIDIA CEO黃仁勳展示了Vera Rubin AI超級計算機平台，並宣佈該產品2026年進行量產；AMD同期推出了基於MI 455X GPU的Helios機架級AI計算方案；Intel則發布了其首款基於18A製程節點打造的計算平台。1. NVIDIA發布Vera Rubin1.1 NVIDIA從Tesla、Fermi向Vera Rubin迭代升級在GPU架構的早期演進中，NVIDIA通過Tesla、Fermi、Kepler、Maxwell四大系列，實現了GPU從「圖形加速專用硬件」到「通用並行計算引擎」的關鍵技術躍遷。2010年前，NVIDIA推出的Tesla架構，正式開啓了GPU從圖形加速向通用計算的跨越式轉型；2010年，Fermi架構聚焦可靠性與通用性升級，不僅首次引入ECC錯誤校驗碼內存以保障數據計算準確性，還對CUDA核心進行優化，使其能支持更多編程語言；2012年，Kepler架構以「能效比革命」為核心，推出SMX流式多處理器以提升並行效率，同時首次支持GPUDirect技術，實現了GPU間及GPU與存儲設備的直接數據傳輸；到了2014年，NVIDIA又推出Maxwell架構，該架構採用台積電28nm工藝製程。彼時移動設備興起，市場對低功耗、高性能GPU的需求大增，NVIDIA也針對性優化了該架構在不同應用場景的適配能力。隨着人工智能與高性能計算需求的持續爆發，NVIDIA自2016年後進一步加快架構迭代節奏，先後推出Volta、Hopper、Blackwell等一系列突破性架構，並計劃通過下一代架構持續拓展算力邊界。2016年，Volta架構憑藉首創的TensorCore技術，開啓AI算力硬件加速的商業化時代，為深度學習大規模落地提供關鍵算力支撐；2022年，Hopper架構聚焦大模型需求，以Transformer Engine夯實千億參數模型研發基礎；2024年發布的Blackwell架構，則通過「芯片-系統-軟件」全棧協同設計，在AI推理效率與圖形渲染性能上實現雙重躍升。而NVIDIA推出的下一代架構Vera Rubin，進一步突破算力密度與能效比的極限，為超大規模AI集羣、量子計算協同模擬等複雜場景提供底層技術支撐。1.2 NVIDIA Vera Rubin性能卓越新一代Vera Rubin AI超級計算機平台包含6款新型芯片：Vera CPU、Rubin GPU、NVIDIA NVLink™6交換器、NVIDIA ConnectX®-9超級網卡、NVIDIA BlueField®-4 DPU及NVIDIA Spectrum™-6以太網交換器。通過跨芯片的極致協同設計，Rubin平台可將每個Token的推理成本降低1/10，訓練混合專家（MoE）模型所需的GPU數量減少至1/4。Rubin平台的核心是NVIDIA Vera Rubin Superchip，其CPU與GPU的性能躍升尤為值得關注。每顆超級芯片藉助支持內存一致性的NVLink-C2C互聯技術，無縫整合兩顆Rubin GPU與一顆Vera CPU，徹底打破傳統CPU與GPU的架構壁壘，進而構建起統一的機架級計算執行域。1）Vera Rubin CPU專為智能體推理而設計，是面向大規模AI工廠的能效最高的CPU。這款芯片內置88個核心、176條線程，擁有1.8 TB/s的NVLink-C2C一致性內存互連、1.5TB系統內存（相當於Grace的3倍）、1.2TB/s的SOCAMM LPDDR5X內存帶寬，並支持機架級機密計算。整體算力、壓縮和CI/CD性能均比Grace提升2倍。2）Rubin GPU採用第三代Transformer引擎與硬件加速自適應壓縮技術，可提供50 petaflops的NVFP4運算能力。其HBM4內存帶寬提升至22TB/s（相較前代提升2.8X），單GPU的NVLink互連帶寬提升至3.6TB/s（相較前代提升2X）。系統架構層面，Rubin平台實現100%全液冷覆蓋，採用第三代完全無纜化設計重構硬件形態，旗艦產品Vera Rubin NVL72機架式系統採用無纜化、無風扇模塊化設計，構建「精準温控+高效換熱」的整機散熱生態。1.3 NVIDIA宣佈Vera Rubin 2026年進入全面量產階段NVIDIA宣佈，Vera Rubin於2026年正式進入全面量產階段。2026年首批部署Vera Rubin的雲廠商包括AWS、Google Cloud、OCI等；同時，英偉達的雲生態合作伙伴CoreWeave、Lambda、Nebius與Nscale也將同步跟隨部署。1）微軟將部署英偉達Vera Rubin NVL72機架級系統，將其納入新一代AI數據中心的核心基礎設施，並應用於未來的Fairwater AI超級工廠等場地。2）CoreWeave 計劃於2026H2，將英偉達Rubin系統全面整合至自有AI雲平台。該平台具備多架構並行運行能力，可支持客户將Rubin技術接入自有業務環境，最大化釋放訓練、推理及代理型工作負載的效能。2. AMD發布「Helios」機架級平台CES 2026大會上，AMD發布了搭載2nm EPYC Venice Zen6CPU與Instinct MI455X GPU的Helios AI機架平台。該機架採用全液冷設計，基礎單元配置為1顆EPYC Venice Zen6 CPU搭配4張Instinct MI455X GPU，同時集成Pensando「Salina」400 DPU與「Vulcano」800 AI網卡，分別承擔數據處理與高速互聯任務；擴展至完整機架形態後，可提供2.9 Exaflops AI算力、31TB HBM4內存與43TB/s擴展帶寬，最多集成4600個CPU核心與18000個GPU核心。同時，蘇姿豐展示了MI445X GPU與EPYC Venice Zen 6 CPU。MI455X GPU配備了兩個巨大的GCD（圖形計算芯片）、兩個MCD（內存控制器芯片）以及總共16個HBM4顯存位點。MI455X的性能比MI355X提高了10倍。EPYC Venice Zen 6 CPU配備8個大型Zen 6C CCD（核心計算芯片）、兩個IOD（輸入輸出芯片）及帶管理控制器的微型芯片。AMD稱其性能與效率提升超70%，線程密度提升超30%。該芯片還將推出標準的192核Zen 6版本，配備16個CCD，每個CCD包含12個Zen 6核心，以及768MB的L3緩存。3. Intel發布Core Ultra Series 3 Processors在CES 2026上，Intel發布了Intel Core™Ultra Series 3 Processors（開發代號Panther Lake），標誌着首個基於英特爾18A工藝技術的AI個人電腦平台的首次亮相。該系列含全新命名的X9、X7型號，集成高端鋭炫顯卡，旗艦款最高配備16核CPU、12核Xe顯卡及50 TOPS NPU算力。其中，酷睿Ultra X9 388H在相近功耗下，多線程性能較Lunar Lake提升60%，遊戲性能提升77%，電池續航最長達27小時。首批搭載Intel Core™ Ultra Series 3 Processors的消費級筆記本電腦，將於2026年1月6日啓動預售，並自2026年1月27日起在全球範圍內正式面市。4.風險提示1）國際貿易摩擦加劇2）下游需求不及預期3）技術升級進度滯後文章來源本文節選自：2025年1月9日發布的《人工智能月度跟蹤：CES 2026 AI前沿信息匯總》分析師：許亮執業證書編號：S0820525010002郵箱：xuliang@ajzq.com聯繫人：朱儁宇執業證書編號：S0820125040021郵箱：zhujunyu@ajzq.com如需全文，請聯繫愛建電子團隊或對口銷售。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}