Vera Rubin: Nvidia just mapped out its future in AI

Vera Rubin: Nvidia just mapped out its future in AI

CNNbusiness

Key Points:

  • Nvidia unveiled Vera Rubin, a new AI data center computing platform designed to handle increasingly complex AI models, with products expected to launch in the second half of 2026.
  • The Vera Rubin NVL72 server rack boasts bandwidth surpassing that of the entire internet and features a novel storage system aimed at accelerating context-heavy AI processing beyond traditional compute and memory capabilities.
  • Nvidia CEO Jensen Huang emphasized that AI funding is increasingly shifting from classical computing R&D budgets to AI development, addressing concerns about an AI investment bubble.
  • Major cloud providers like Microsoft, AWS, Google Cloud, and AI labs including OpenAI and Meta are set to be early adopters of Vera Rubin, while Nvidia also expanded its autonomous vehicle and physical AI initiatives.
  • Despite Nvidia’s