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Is NVIDIA unstoppable? In this episode of Mixture of Experts, host Tim Hwang is joined by Chris Hay, Kaoutar El Maghraoui and Martin Keen to unpack the biggest announcements from CES 2026. First up, NVIDIA's Jensen Huang revealed the Rubin platform—a chip architecture promising 5X the performance of Blackwell and slashing inference token costs by 10X. Does this cement NVIDIA’s dominance? We also explore the wild world of CES gadgets. Then, we look at whether Meta's USD 2 Billion acquisition of Manus AI signals a major pivot toward enterprise agentic platforms. Later, we dissect DeepSeek’s newpaper on manifold-constrained hyperconnections (MHC)—a smarter way to train models that prioritizes efficiency over brute-force scaling. Finally, we analyze new polling data revealing Americans' complex relationship with AI: optimistic about the benefits but deeply concerned about who controls it. All that and more on Mixture of Experts!
00:00 – Introduction
01:27 – CES 2026
12:41 – Meta's USD 2 Billion Manus bet
20:08 – DeepSeek tackles scaling
33:35 – AI optimism vs. fear
The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity.
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