Tech stocks once again dominated in 2025 and of course it was all about AI pushing shares of companies like Microsoft and Nvidia higher for the first time ever in fact Yahoo Finance named a private company its company the year that was open AI of course.
Now as we get underway in 2026 we've got the tech industry really showcasing its latest innovations at the CES conference in Las Vegas.
進入 2026 年，科技產業正在拉斯維加斯的 CES 消費電子展上展示其最新創新。
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Tech editor Dan Howley has been on the ground there as we heard from top names including Nvidia's Jensen Wong and AMD's Lisa Sue.
科技編輯 Dan Howley 正在現場報導，正如我們聽到的，包括輝達的 Jensen Wong 和 AMD 的 Lisa Su 在內的頂尖人士都發表了演講。
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Dan what had the floor buzzing this week?
Dan，本週什麼讓全場為之振奮？
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CES 2026 has been dominated by three main themes AI chips and robots let's talk about them.
2026 年的 CES 消費電子展由三大主題主導：人工智慧、晶片和機器人，讓我們來談談它們。
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AI you cannot throw a rock without hitting something that has AI plaster on it whether that's for good or bad we saw AI TVs there's an AI toilet there's AI all over the place now when it comes to the chips we saw a huge announcements from the likes of Nvidia AMD Qualcomm and Intel Nvidia showed off the new Vera Rubin platform AMD showed
人工智慧，你無法迴避任何帶有「人工智慧」標籤的東西，無論好壞，我們看到了 AI 電視、AI 馬桶，到處都是人工智慧。現在談到晶片，我們看到了輝達、AMD、高通和英特爾等公司的重大發布。輝達展示了新的 Vera Rubin 平台，AMD 展示了
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off its Helios rack scale Intel showed off its core ultra series 3 chip for PCs and Qualcomm showed off their new PC chip as well as their Dragon Wing chip for robots speaking of robots all those companies say that their chips will be used in robots at some point
其 Helios 機架級擴展解決方案，英特爾展示了其用於 PC 的 Core Ultra 系列 3 晶片，高通則展示了他們的新款 PC 晶片以及用於機器人的 Dragon Wing 晶片。說到機器人，所有這些公司都表示，他們的晶片將在某個時候用於機器人。
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in time whether that's currently in testing or at a future date those robots include things that will be used in industrial situations as well as in the home in fact LG showed off a new robot that's designed specifically to take care of things around the house they call
it a labor-free home essentially folding laundry putting the dishes away baking if you wanted to finding your key things along those lines now the AI technology we've seen from Gemini with Google or ChatshvT with OpenAI that's been very impressive so far the AI in these
「無需勞動的家」，基本上可以折疊衣物、收拾碗盤、烘焙，如果你願意的話，還可以幫你找鑰匙等物品。現在，我們從 Google 的 Gemini 或 OpenAI 的 ChatGPT 那裡看到的人工智慧技術到目前為止都非常令人印象深刻。這些機器人中的人工智慧也看起來很令人印象深刻，但機器人本身仍然有點笨拙，它們移動速度似乎相對較慢，所以這並不是你現在想要放在家裡的東西，但它確實表明，在不久的將來，機器人將無處不在。謝謝 Dan。正如 Dan 所提到的，輝達的 Jensen Wong 在拉斯維加斯登台，
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robots also seems impressive but the robots themselves are still a little finicky they seem to move relatively slowly so that's not exactly something that you would want in your home at this point but what it does show is that at some point in time in the not too distant future robots will be all around us thanks Dan as Dan mentioned Nvidia's Jensen Wong took the stage in Vegas to
展示了該公司幾項關鍵的即將推出的創新，包括其新的人工智慧平台 Vera Rubin 的生產。以下是那個關鍵時刻的片段：我們決定必須每年都推進最先進的計算技術，一年也不能落下。現在，我們已經
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showcase several key upcoming innovations from the company including the production of its new AI platform Vera Rubin here's a look at that key moment and so we decided that we have to advance the state-of-the-art of computation every single year not one year left behind and now we've been
交付 GB 200 超過一年半了，現在我們正在全面生產 GB 300，如果 Vera Rubin 今年能及時推出，它現在必須已經投入生產了。所以今天
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shipping GB 200s a year and a half ago right now we're in full-scale manufacturing of GB 300 and if Vera Rubin is going to be in time for this year it must be in production by now and so today
我可以告訴你，Vera Rubin 已經全面投產了。大家想看看 Vera Rubin 嗎？好的，請播放。Vera Rubin 恰好趕上了人工智慧的下一個前沿。
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I can tell you that Vera Rubin is in full production you guys want to take a look at Vera Rubin all right come on play it please Vera Rubin arrives just in time for the next frontier of AI
this is the story of how we built it the architecture a system of six chips engineered to work as one born from extreme co-design it begins with Vera a custom-designed CPU double the performance of the previous generation and the Rubin GPU Vera and Rubin are co-designed from the start to bi-directionally
且連貫地以更快的速度和更低的延遲共享數據。然後，17,000 個組件匯集到 Vera Rubin 計算板上。高速機器人以微米級精度放置組件，然後
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and coherently share data faster and with lower latency then 17,000 components come together on a Vera Rubin compute board high-speed robots place components with micron precision before the
Vera CPU 和兩個 Rubin GPU 完成組裝，能夠提供 100 Petaflops 的 AI 性能，是其前代的五倍。AI 需要快速的數據傳輸，ConnectX-9 為每個 GPU 提供每秒 1.6 Tb 的
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Vera CPU and two Rubin GPUs complete the assembly capable of delivering 100 petaflops of AI five times that of its predecessor AI needs data fast connect x9 delivers 1.6 terabits per second
of scale out bandwidth to each GPU bluefield 4 dpu offload storage and security so compute stays fully focused on AI the Vera Rubin compute tray completely redesigned with no cables hoses
或風扇，配備 BlueField-4 DPU、八個 ConnectX-9 網卡、兩個 Vera CPU 和四個 Rubin GPU，這是 Vera Rubin AI 超級電腦的計算構建塊。接下來是第六代 NVLink 交換機，
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or fans featuring a bluefield 4 dpu eight connect x9 nix two Vera CPUs and four Rubin GPUs the compute building block of the Vera Rubin AI supercomputer next the sixth generation mv link switch
moving more data than the global internet connecting 18 compute nodes scaling up to 72 Rubin GPUs operating as one then spectrum x ethernet photonics the world's first ethernet
交換機，擁有 512 個通道和 200 Gbps 的共封裝光學器件，可將數千個機架擴展成一個 AI 工廠。自設計開始以來，共投入了 15,000 個工程師年。第一台 Vera Rubin MVL 72 機架。
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switch with 512 lanes and 200 gigabit capable co-packaged optics scale out thousands of racks into an AI factory 15,000 engineer years since design began the first Vera Rubin mvl 72 rack
翻譯中...
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comes online six breakthrough chips 18 compute trays nine mv link switch trays 220 trillion transistors weighing nearly two tons one giant leap to the next frontier of AI. Rubin is here.
推出六款突破性晶片、18 個運算托盤、9 個 MV Link 交換器托盤、220 兆兆個電晶體，總重近兩噸，這是邁向 AI 下一個前沿的巨大飛躍。Rubin 在此。
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What do you guys think?
你們覺得怎麼樣？
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One of NVIDIA's top competitors AMD also made waves in Las Vegas. CEO Lisa Sue spoke about how her company is helping build the foundation to take AI to the next level. At AMD our mission is to push the boundaries of high performance and AI computing to help solve the world's most
NVIDIA 的頂級競爭對手之一 AMD，也在拉斯維加斯引起轟動。執行長蘇姿丰（Lisa Su）談到她的公司如何為將 AI 推向新水平奠定基礎。在 AMD，我們的使命是突破高性能和 AI 運算的界限，以幫助解決世界上最
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important challenges. Today I'm incredibly proud to say that AMD technology touches the lives of billions of people every day from the largest cloud data centers to the world's fastest super
one of these areas is being transformed by AI. AI is the most important technology of the last 50 years and I can say it's absolutely our number one priority at AMD.
這些領域之一正被 AI 所轉變。AI 是過去 50 年來最重要的技術，我可以說，它絕對是 AMD 的第一要務。
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It's already touching every major industry whether you're going to talk about health care or science or manufacturing or commerce and we're just scratching the surface. AI is going to be everywhere over the next few years and most importantly AI is for everyone.
It makes us smarter. It makes us more capable. It enables each one of us to be a more productive version of ourselves and at AMD we're building the compute foundation to make that future real for every company and for every person. Now since the launch of chat TPT a few years ago
I'm sure we all remember the first time we tried it. We've gone from a million people using AI to now more than a billion active users. This is just an incredible ramp. It took the internet decades to reach that same milestone. Now what we are projecting is even more amazing. We see
the adoption of AI growing to over five billion active users as AI truly becomes indispensable to every part of our lives just like the cell phone and the internet of today.
隨著 AI 真正成為我們生活中不可或缺的一部分，就像今天的行動電話和網際網路一樣，AI 的採用將增長到超過五億活躍用戶。
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Now the foundation of AI is compute. With all of that user growth we have seen a huge surge in demand in the global compute infrastructure growing from about one zetaflop in 2022 to more than a hundred zetaflops in 2025. Now that sounds big. That's actually a hundred times
in just a few years. But what you're going to hear tonight from everyone is we won't have we don't have nearly enough compute for everything that we can possibly do. We have incredible innovation happening. Models are becoming much more capable. They're thinking and reasoning.
They're making better decisions and that goes even further when we extend that to agents overall.
它們正在做出更好的決策，當我們將其擴展到代理（agents）時，這甚至走得更遠。
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So to enable AI everywhere we need to increase the world's compute capacity another hundred times over the next few years to more than 10 yodaflops over the next five years. Now let me take a survey. How many of you know what a yodaflop is? Raise your hand please. A yodaflop is a one
10,000 times more compute than we had in 2022. There's just never ever been anything like this in the history of computing. And that's really because there's never been a technology like AI.
比我們 2022 年的運算能力高 10,000 倍。在運算史上，從未有過這樣的東西。這確實是因為從未有過像 AI 這樣的技術。
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Now to enable this you need AI in every compute platform. So what we're going to talk about tonight is the whole gamut. You know we're going to talk about the cloud where it runs continuously delivering intelligence globally. We're going to talk about PCs where it helps us work smarter
and personalize every experience that we have. And we're going to talk about the edge where it powers machines that can make real time decisions in the real world. AMD is the only company that has the full range of compute engines to make this vision a reality. You really need to have
the right compute for each workload. And that means GPUs. That means CPUs. That means NPUs. That means custom accelerators. We have them all. And each of them can be tuned for the application to give you the best performance as well as the most cost effective solution.
The competition to own the future of AI is fierce. And while NVIDIA has been the darling of late, companies like AMD are nipping at its heels. Yahoo Finance spoke with experts about the tightening competitive landscape. How has the competitive landscape Paul shifted for NVIDIA
over the past let's say 12 months Paul has it hasn't meaningly shifted his Jensen feeling heat from AMD is he feeling more heat from even the hyperscalers the tech giants his own customers. Excellent question Josh. I really admire Lisa Sue and what she's done with that
marvelous turnaround at AMD. And yes, they are starting to close the gap on a technology basis.
是的，他們在技術基礎上開始縮小差距。
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However, the gap that they look to close is very, very wide. And so to answer your question directly, yes, they've closed the gap a bit, but it's still very wide. And the nice thing that NVIDIA has, first of all, it's focused on AI accelerators where AMD still has a good portion of its revenue
不過，他們試圖縮小的差距非常非常大。所以直接回答你的問題，是的，他們縮小了一點差距，但差距仍然非常大。而 NVIDIA 的優勢在於，首先，它專注於 AI 加速器，而 AMD 的營收仍有很大一部分
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coming from some old school product with lower potential margins. And also AMD does not have the full stack, including the software that Jensen Wong demonstrated on stage and emphasized on stage today in Vegas at CES. And so over time, customers definitely want to have a second source. And so
來自一些潛在利潤率較低的傳統產品。而且 AMD 也沒有完整的堆疊，包括 Jensen Wong 今天在拉斯維加斯 CES 上展示並強調的軟體。因此，隨著時間的推移，客戶肯定想要第二個供應來源。所以
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they will always keep AMD in the mix. But I still think even though AMD has closed the gap a little, it's still a super wide gap, Josh. And I'm very encouraged that NVIDIA will continue to stay ahead.
Sit back, relax, and enjoy the ride. Thanks to NVIDIA, that's right. The chip maker is making a foray into autonomous driving to compete with the likes of Tesla. CEO Jensen Wong unveiled the initiative at CES in Las Vegas. Today, we're announcing Alpamayo, the world's first
坐好，放鬆，享受旅程。感謝 NVIDIA，沒錯。這家晶片製造商正在進軍自動駕駛領域，與特斯拉等公司競爭。執行長 Jensen Wong 在拉斯維加斯 CES 上公布了這項計畫。今天，我們宣布 Alpamayo，這是世界上第一個
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thinking, reasoning autonomous vehicle AI. Alpamayo is trained end-to-end, literally from camera in to actuation out. The camera in, lots and lots of miles that are driven by itself were human
driving, using human demonstration. And we have lots and lots of miles that are generated by Cosmos. In addition to that, hundreds of thousands of examples are labeled very, very carefully so that we could teach the car how to drive. Alpamayo does something that's really special.
Not only does it take sensor input and activates steering wheel, breaks in an acceleration, it also reasons about what action is about to take. It tells you what action is going to take,
reasons by which it came about that action, and then, of course, the trajectory.
推理出它採取該行動的原因，然後，當然還有軌跡。
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All of these are coupled directly and trained very specifically by a large combination of human train and as well as Cosmos generated data. The result of it is just really incredible.
Not only does your car drive as you would expect it to drive, and it drives so naturally because it learned directly from human demonstrators. But in every single scenario, when it comes up to the scenario, it reasons about, it tells you what it's going to do and reasons about what's
about to do. Now, the reason why this is so important is because of the long tail of driving.
即將要做什麼。現在，這之所以如此重要，是因為駕駛中的長尾效應。
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It's impossible for us to simply collect every single possible scenario for everything that could ever happen in every single country and every single circumstance that's possibly ever going to happen for all of population. However, it is very unlikely, it's very likely,
that every scenario, it decomposed into a whole bunch of other smaller scenarios, are quite normal for you to understand. And so, these long tails will be decomposed into quite normal circumstances that the car knows how to deal with. It just needs to reason about it.
Well, we got this big guy right here. What can you tell me about this? This is running Qualcomm's Dragon Wing chip. Well, here we go. He's grabbing the fruit. What is going on here?
What is the chip? What is Qualcomm powering back here? So, this is the new platform that we announced, IQ 10. If you think about the robotics problem statement, there are two things you need to solve. There is a locomotion, a motion problem statement, and then there is the brain,
the AI problem statement. The platform we've built does both. It's one chip that is able to really control the motion of the device, but then also allow the device to think. There is a tremendous amount of AI capability on the device. And so, this robot is looking. It's making a decision
AI 問題陳述。我們建立的平台同時解決了這兩者。它是一個晶片，能夠真正控制設備的運動，同時也讓設備能夠思考。設備上擁有大量的 AI 能力。所以，這個機器人正在觀察。它正在做出決定
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based on the color of the plates, the color of the fruit, and then driving the locomotion to pick up the fruit and put it in the right colored plate. It's a simple use case. But what this does is it shows that it is using the brain of the robots and it's using the movement of the
robots and bringing the two together to make an action that then can be replicated in several other things that the robot can do. For something like this, you know, there's robots kind of galore here at CES. Thankfully, they're not going to overthrow us yet. But at what point do we start
to see these kind of hitting the real world, kind of entering mass reduction in industrial settings, things like that? Yeah, I think what we've seen so far in robotics is largely purposeful robots and purpose action robots. They do specific set of things. I think the next step is you can
build something that has a brain now takes advantage of all the AI progress that we've made over the last several years. You combine it with the motion and now you can build a special purpose robot that does special things. Like as an example, you can have something that is in an industry that's in a warehouse, that's in a manufacturing line, even in a home that does very specific
set of actions. The nirvana then is to have a general purpose humanoid that does all kinds of actions that can think and perceive and see like a human being. I think we're a little always from that, but the next big step is to build special purpose humanoids that can do a lot of
actions that we can do and their consistent high efficiency and they can do it for a very long period of time without getting tired, without needing a break, without needing a battery charge if you use a Qualcomm chip in it. Robots, chips and new TVs dominated CES this year, but the conference is also known for showcasing quirky innovations, which this year include a
smart toilet, Dan Halley, AI in the bathroom. CES always has tons of weird and fun products, and this year at CES 2026 is no different. There's literally more robots than I've ever seen in my entire life. Some of them have gotten so tired they've fallen down on their faces. Outside of robots,
智慧馬桶，Dan Halley，浴室裡的 AI。CES 總是有很多奇怪有趣的產品，今年的 CES 2026 也不例外。這裡的機器人數量真的比我一生中見過的任何時候都多。有些機器人已經累到臉朝下摔倒了。除了機器人之外，
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we've also seen video games that you can play in your car, on your car's infotainment center when you're parked, not driving, of course. We've also seen some weirder things. There's an AI toilet. Sure, why not? There's also been some toys here. Lego is also here with its own smart
我們還看到了你可以在車裡玩的電子遊戲，在汽車的資訊娛樂中心上玩，當然是在停車時，而不是開車時。我們還看到了一些更奇怪的東西。有一個 AI 馬桶。當然，為什麼不呢？這裡還有一些玩具。樂高也帶著自己的智慧
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bricks that include sound and light. There's plenty of other cool stuff here. Now if you'll excuse me, I'm gonna go check it out. Well, that's a wrap on our coverage of CES.
積木，內含聲音和燈光。這裡還有很多其他很酷的東西。現在，請原諒我，我要去看看了。好了，這就是我們對 CES 的報導。
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Big Tech is just getting started in 2026. Tune into Yahoo Finance all year long for the latest AI advancements, Big Tech stock moves, and expert analysis on what it means for your portfolio.
科技巨頭在 2026 年才剛剛開始。全年關注 Yahoo Finance，獲取最新的 AI 進展、科技巨頭的股票動態以及專家對其對你投資組合影響的分析。
CES 2026: Nvidia, AMD, and robots take Las Vegas
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📝 影片摘要
本單元聚焦於 2026 年消費電子展 (CES) 的科技趨勢，由人工智慧 (AI)、晶片和機器人三大主題主導。影片深入探討了 NVIDIA 和 AMD 等科技巨頭在 AI 晶片和平台上的最新發展，例如 NVIDIA 的 Vera Rubin 平台及其在自動駕駛車輛 AI「Alpamayo」的應用，以及 AMD 在高性能運算和 AI 基礎設施方面的策略。同時，展會也展示了 AI 在各種產品中的廣泛應用，從智慧家電到個人電腦，並預示著機器人技術的快速進步，儘管目前仍有其局限性。專家分析認為，雖然 NVIDIA 在 AI 領域保持領先，但 AMD 等競爭對手正積極追趕，預示著激烈的市場競爭。高通也展現了其在人形機器人晶片領域的實力。整體而言，CES 2026 展現了 AI 技術全面滲透各個產業的強勁勢頭，並預告了未來運算能力的巨大需求。
📌 重點整理
✓2026 年 CES 消費電子展由 AI、晶片和機器人三大主題主導。
✓NVIDIA 發布了 Vera Rubin AI 平台，並展示了用於自動駕駛車輛的 Alpamayo AI。
✓AMD CEO 蘇姿丰強調公司在高性能與 AI 運算領域的投入，並預期 AI 普及率將大幅成長。
✓AI 技術正快速發展，預計未來五年全球運算能力需求將增長百倍。
✓晶片製造商如 NVIDIA、AMD、高通和英特爾均發布了用於 AI 和 PC 的新晶片。
✓機器人技術進步顯著，LG 展示了能處理家務的智慧機器人，高通推出用於機器人運動與 AI 的 Dragon Wing 晶片。
NVIDIA 的 Jensen Wong 在 2026 年 CES 上展示了名為 Vera Rubin 的新 AI 平台。
4AMDCEOLisaSustatedthatAIisthemostimportanttechnologyofthelasthowmanyyears?AMD CEO 蘇姿丰表示，AI 是過去多少年來最重要的技術？AMDCEOLisaSustatedthatAIisthemostimportanttechnologyofthelasthowmanyyears?
AMD CEO 蘇姿丰表示，AI 是過去多少年來最重要的技術？
✅ 正確！❌ 錯誤，正確答案是 A
LisaSumentionedthatAIisthemostimportanttechnologyofthelast 50 years.
