AI at TechInsights: January 2026 Review

Highlights of the AI coverage at TechInsights in January 2026: transition from AI experimentation to industrial-scale execution, Rubin GPU platform, Maia 200 AI chip, and Nvidia's AI revenue forecasts.

January 2026 signaled an industry transition from AI experimentation to industrial-scale execution. At CES 2026, NVIDIA dominated the headlines by launching its Rubin GPU platform, the successor to Blackwell. Microsoft unveiled the Maia 200 AI chip, boasting superior inference performance, while Nvidia's AI revenue forecasts were revised upward to $83 billion for 2026, doubling prior years. At TechInsights, we analyzed NVIDIA’s Groq acquisition and Qualcomm’s Alphawave acquisition. We covered how memory has become important for AI, and why it will play a crucial role in compute in the future. We updated our data center compute forecast, and covered Meta’s AI chip for AI glasses. Here are the highlights of the AI coverage at TechInsights in the month of January 2026.