"Now while I am bullish on both Google and AMD, I always believe that Nvidia is going to be the king for the foreseeable future. Now they mentioned the Ruben platform harnesses extreme code design across hardware and software and what they mean by code design is they work with, they design six different chips. Now all those different chips are optimized to work well with each other to work well with the AI industry and the kind of AI architecture that is happening right now on the software side. So with this amazing extreme code design across their various products, they achieve up to 10 times reduction in inference token cost."
The speaker expresses a strong bullish view on Nvidia, citing its innovative Ruben platform which integrates six specially designed chips to optimize performance in the AI sector. This extreme code design has enabled Nvidia to notably reduce AI inference costs, positioning the company as a future leader in the expanding AI and data center markets.
Jensen Huang Just Proved NVIDIA is Untouchable in AI
Jose Najarro Stocks
January 6, 2026
Company Opinion