NVIDIA Vera Rubin

Headlines · 7

1. 2d
   Nscale raises $3.36B pre-IPO, including $1B from Nvidia

   AI infrastructure company Nscale said it raised $3.36 billion through convertible loan notes, including a $1 billion commitment from Nvidia, with the funds expected to arrive in mid-November 2026. The London-based firm has filed a Form S-1 registration statement with the US SEC for a New York Stock Exchange listing, and market expectations put its valuation as high as roughly $35 billion, up from $146 billion less than a month earlier. Nscale disclosed active and signed total contract value of about $103.4 billion, anchored by an Anthropic GPU services deal signed in August 2026 worth up to roughly $44.6–45 billion for about 460 MW at the West Virginia Monarch campus, deploying Nvidia's Vera Rubin GPUs.

   智东西 · 🔥 0
2. 2d
   Bitdeer adds 67 MW Malaysia AI data center with no customers signed

   Bitdeer announced an October 8 ten-year agreement securing 67 megawatts (MW) of AI data center capacity in Malaysia for A901, its third Malaysian hub, designed for liquid-cooled Nvidia GB300 NVL72 systems. The facility is expected to start delivering capacity in the first quarter of 2027 and reach its full 67 MW in the second quarter, but Bitdeer reported no signed customer commitments for A901 at announcement. A separate 60 MW A103 project announced October 12, which expands the Cyberjaya campus for next-generation Nvidia Vera Rubin systems, lifted Bitdeer's secured global AI cloud capacity to roughly 333.5 MW, about 95% of its target of up to 350 MW by the first quarter of 2028.

   TechRepublic · 🔥 0
3. 4d
   Dell and Intel: enterprises burn token budgets, shift more inference on-prem

   Speaking with theCUBE at Dell's “AI Leadership Symposium,” Dell's Helen O'Sullivan and Intel's Tim Wood said growing agentic workloads are causing some customers to burn through token budgets allotted for months in a matter of weeks. That cost pressure, they said, is pushing enterprises to rethink where inference runs, keeping frontier models in the cloud while using open-weight models and on-premises infrastructure to absorb part of the load. They also described Intel's agentic AI architecture as spanning orchestration, inference and edge computing, and advised enterprises to tap existing CPU headroom in their data centers and test open-weight models in sandbox environments before production.

   SiliconANGLE AI · 🔥 0
4. 4d
   Intel names Crescent Island as GPU D-Series, adds D270 inference card

   At OCP 2026, Intel officially named its Crescent Island data center inference accelerator the Intel GPU D-Series, with the first product being the GPU D270. Built on the Xe3P architecture with 32 Xe3P cores and 256 XMX engines, the card runs at 350W in a standard air-cooled PCIe Gen5 form factor and is rated at up to 1.3 PFLOPs of FP8 peak compute with 1.5 TB/s of LPDDR5X memory bandwidth (160GB standard, up to 480GB from partners). Intel says a single card can run models of roughly 300 billion parameters and an eight-card system can support models over 1 trillion parameters, targeting long-context, multi-tenant inference and latency-sensitive workloads such as robotics; sampling with server partners is underway, but pricing and broad launch timing were not disclosed.

   Tom’s Hardware · 🔥 0
5. Oct 9
   SGLang and Miles tuned for NVIDIA Vera Rubin, serving Kimi K3 NVFP4

   The SGLang & Miles team says it received early access to two NVIDIA Vera Rubin nodes (8 GPUs) and brought both SGLang inference and Miles RL training up on the platform. For serving the Kimi K3 NVFP4 checkpoint, it retuned attention, MoE/communication and KDA kernels, reporting a 16% faster deeper MLA pipeline at batch 16 and 128k context, a 20% faster split-KV reduction, a 5.9% end-to-end gain from fusing the MoE tail, and 276 fewer kernel launches per decode step. On the training side, Miles uses SGLang for rollout and Megatron for training, and ran end-to-end RL out of the box on a single 4-GPU tray with Qwen3-30B-A3B and DeepSeek-V4-Flash, plus agentic RL with 64 sandboxes on the Arm-based Vera CPU on SWE-bench Verified. The team also cites Cognition as reporting up to a 4.8x increase in total token throughput on Vera Rubin NVL72 versus GB200 NVL72 using its own private SGLang fork.

   LMSYS Blog · 🔥 0
6. Oct 8
   AVC Q3 revenue hits record as analysts see liquid cooling running to 2027

   Taiwan's Asia Vital Components (AVC) posted record September revenue of NT$21.0bn, up 8% month-on-month and 45% year-on-year, and record third-quarter revenue of about NT$59.1bn, up 20% sequentially and 52% year-on-year, driven by strong Trainium demand and the initial ramp of NVIDIA's Vera Rubin platform, according to Citi and Daiwa notes. Both brokers kept Buy ratings, with price targets of NT$4,350 and NT$4,465, and expect further sequential growth in Q4 as Trainium shifts to liquid cooling, TPU projects enter mass production and Vera Rubin keeps ramping. Daiwa said AVC plans to expand liquid-cooling capacity sharply in 2027 — cold-plate module capacity up more than 50%, mostly in Vietnam, and cabinet and internal manifold capacity set to double, with most equipment due in Q2 2027 and production starting in Q3; liquid-cooling penetration in one ASIC customer project is forecast to rise from about 10% in 2026 to over 50% in 2027.

   科技新报 · 🔥 0
7. Oct 7
   SpaceX seeks $40B financing led by Apollo to buy Nvidia chips

   SpaceX is in talks with banks and investors to raise about $40 billion to buy Nvidia chips, split between roughly $10 billion in bank loans and $30 billion in investment-grade bonds, with Apollo Global Management expected to lead and PIMCO among potential lenders, according to reports from The Information, Bloomberg and others citing people familiar with the matter. The deal is expected to close in 2027; Apollo and PIMCO declined to comment and SpaceX and Nvidia did not immediately respond. Chinese coverage also cites Musk saying the company decided to build "entirely on Nvidia," calling the Vera Rubin platform the best architecture.

   The Information · 🔥 0

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