Microsoft has received the first production Vera Rubin systems from Nvidia, CEO Satya Nadella confirmed on August 21, 2026, making Microsoft one of the earliest adopters of Nvidia's next-generation AI…
NVIDIA has moved its 800-VDC power architecture from concept to production, with the first MGX-compatible 800-VDC power rack scheduled for Q3 2026, delivering high-voltage DC to AI compute racks while…
SpaceX announced a partnership with Nvidia to design the compute payload for its Starmind AI1 satellite, the first in a planned constellation for in-orbit AI workloads, with each satellite carrying Nv…
SpaceX and Nvidia announced on August 4, 2026, that they are jointly developing the compute payload for the Starmind AI1 satellite, a spacecraft designed to run AI workloads in low Earth orbit using N…
AMD CEO Lisa Su announced the Helios rack-scale AI system and sixth-generation Epyc 9006 Series CPUs at the Advancing AI conference in San Francisco on July 23, directly challenging Nvidia's dominance…
AMD launched the Instinct MI400 Series data-center GPU family, Helios rack-scale solution, and CDNA 5 architecture at its Advancing AI 2026 keynote, with the flagship Instinct MI455X featuring 320 bil…
AMD CEO Lisa Su announced a partnership with chip startup Cerebras to pursue disaggregated inference, splitting AI workloads across different hardware types, as AMD claims its Helios server system del…
Nvidia's Vera Rubin NVL72 delivers 5.4x performance per megawatt and 5x performance per dollar over GB200 NVL72 on DeepSeek R1 inference, according to early engineering samples from CoreWeave. The sec…
Analyst estimates from BofA Global Research and Morgan Stanley project an NVIDIA Rubin Ultra rack costing nearly $21 million, with HBM4e memory alone accounting for about $1.5 million per rack. The fi…
CoreWeave has deployed NVIDIA Vera Rubin NVL72 at rack scale, becoming the first cloud provider to validate the system. The company integrated training, continuous inference, observability, and autono…
Delta Electronics (Thailand) unveiled a prefabricated AI modular data center solution at COMPUTEX 2026 on June 5, 2026, integrating liquid cooling with an 800VDC power architecture to cut deployment t…
CoreWeave has developed two new innovations for AI data centers, a programmable valve system called 'Valvey' and a unified rack controller called 'Racky', designed to improve cooling and control for N…
Nvidia's Vera Rubin NVL72, announced at CES and detailed at GTC, promises up to 10x lower cost per token than Blackwell, but the headline figure depends on ideal conditions: mixture-of-experts models,…
Nvidia CEO Jensen Huang will deliver a keynote at Computex 2026 in Taipei on June 1, alongside a concurrent GTC Taipei event showcasing the Vera Rubin NVL72 supercomputer and Jetson Thor hardware. The…
Nvidia CEO Jensen Huang will deliver a keynote at Computex 2026 in Taipei, where the company and Taiwan's semiconductor ecosystem will unveil the Vera Rubin NVL72 supercomputer and announce expanded p…
NVIDIA CEO Jensen Huang told Dell Technologies World attendees Monday that demand for AI is "going parabolic, utterly parabolic," as the industry shifts from pilot programs to large-scale agentic AI a…