NVIDIA has unveiled Rubin CPX, a next-generation chip designed to tackle massive video and software generation workloads in the cloud, while Arm has launched Lumex, a mobile platform promising 5× faster on-device AI for billions of phones and wearables. In this episode, we explore how these two radically different strategies — one aimed at creators and developers, the other at everyday users — are shaping the future of AI hardware and what it means for the tools and experiences we’ll use next.