Summary: Stratechery adds Nvidia CES and AI storage update

Why It Matters: The competitor has shifted their focus from general AI deal analysis to specific hardware and infrastructure coverage following major industry events.

What Changed:

• Replaced the update about Nvidia and Groq with a new report on Nvidia at CES.
• Added new coverage regarding Vera Rubin and AI-native storage infrastructure.
• Updated the publication date for the latest Stratechery Plus entry to January 7, 2026.
• Added platform hosting credits for WordPress and Pressable at the bottom of the page.