NVIDIA unveils the new generation Rubin AI platform at CES 2026, but the market's reaction is unexpectedly lukewarm—shares slightly dip to $188.11, and investor enthusiasm clearly cools down. This phenomenon warrants in-depth reflection.

From a technical perspective, Rubin AI claims to significantly boost AI model inference speeds, with theoretical performance touted as "the strongest in history." However, the market has not bought into this promise, for several obvious reasons.

First, investors are beginning to question: is this truly disruptive innovation, or just a routine iteration of existing technology? In multiple product launches by Jensen Huang's team, some promises often fall short in actual implementation, making the market more cautious. Second, the AI chip race has entered a heated phase. Not only NVIDIA is making efforts; other chip manufacturers, Microsoft Azure, and players are fiercely vying for market share, threatening NVIDIA's monopoly position. Investors are well aware: exclusive advantages no longer guarantee huge profits.

Another more pragmatic factor is that the financial report has not yet been released. The market is voting with its feet, waiting for concrete revenue and profit data. At this point, even the most dazzling new product launches seem somewhat pale.

From a risk perspective, several pitfalls must be guarded against. Rubin's inference acceleration data may only be ideal in laboratory conditions; whether it can meet expectations in commercial applications remains a big question. Additionally, competitors won't sit idly by; their exploration of hardware-software integration could lead to new breakthroughs. Another easily overlooked point is investor fatigue. The AI concept has been hyped multiple times; any slight movement in the market tends to trigger a sell-off first, with questions coming later.

Interestingly, there are rumors and gossip about the name "Rubin," but from NVIDIA's history, it is actually a tribute to the company's early programming language. However, these gossip topics clearly cannot divert market attention from solid business data.

If you hold NVIDIA stocks, now might be a good time to wait—wait for the financial report data to be released. Investors aiming to profit from the AI wave should broaden their horizons, paying attention to the movements of certain chip manufacturers and companies like Microsoft; their combined strategies might break the current pattern.

Speaking of AI dividends, the cryptocurrency market is also experiencing a similar cooling-off period. Futures trends of mainstream coins like DOT, AVAX, and ATOM are testing the market's true confidence. At this moment, investment decisions should be more cautious; data remains the best compass.