The Circuit Ep 148: All the Happenings from CES 2026!
69 snips
Jan 12, 2026 Discover the buzzing highlights from CES 2023, featuring groundbreaking robotics and innovative AI infrastructure. Fans of tech will love the discussion on AMD, NVIDIA, and Intel, including AMD's Helios system and Intel's Panther Lake momentum. The hosts dive into the challenges of memory supply constraints and the evolving role of CPUs and DPUs in modern computing. Autonomy in vehicles gets a critical examination, and the exciting showcase of robotics, from exoskeletons to dexterous robotic hands, leaves listeners captivated.
AI Snips
Chapters
Transcript
Episode notes
Power Smoothing Enables Flexible Power
- Vera Rubin can be cooled with water and includes power smoothing to reduce voltage spikes during training runs.
- That power management could enable more behind‑the‑meter deployments using batteries or small turbines.
Racks Become Clustered Compute Units
- NVIDIA is verticalizing beyond single racks into clustered super‑pods with fiber networking and more memory/storage.
- Treating many racks as a single compute unit opens opportunities to add CPUs, memory, and storage to scale context capacity.
AMD Pushes Wide Racks And MI500
- AMD's Helios rack packs roughly double compute into a wider unit and aims to compete on performance per dollar per watt.
- AMD also teased the MI500, signaling continued annual cadence and competition with NVIDIA's future products.