At CES 2026, Nvidia CEO Jensen Huang showcased plans for next-generation AI-native infrastructure. Aside from its Vera Rubin timeline, Huang introduced the inference context memory storage platform centered on the BlueField-4 data processing unit (DPU), which claims to be a solution to AI’s memory and communication obstacles. Market estimates indicate that storage controller chips based on the BlueField architecture play a critical role, with only two companies currently positioned as main suppliers. Silicon Motion is expected to be the biggest beneficiary.