Nvidia Vera Rubin
AI overview
Sign in and the AI will write an overview from our coverage.
Headlines · 15
- Figure AI details Figure 04 freeze and Helix development
Figure AI said its unreleased Figure 04 humanoid robot has completed its design freeze and entered component manufacturing and testing, while work on the next generation of Helix continues. At an all-hands meeting, CEO Brett Adcock said the Index project had collected 37.5 million videos and that the company was pursuing an initial $3.5 billion compute partnership with Nscale. He also described the early performance of an undisclosed robot model as “Baby AGI,” without releasing details of the internal test.
MIT科技评论中文 · 🔥 4 - Foxconn outlines AI rack, CPO and Vera Rubin manufacturing
Foxconn chairman Liu Yang-wei said at Foxconn Technology Day that the company has a cross-country production network covering components, motherboards, system integration and AI racks from Level 1 through Level 12, including power and cooling integration. Foxconn also displayed a Spectrum-X CPO switch manufactured for Nvidia and said its automated processes have turned fiber alignment, assembly and testing into a repeatable mass-production workflow. The company participates in manufacturing for Nvidia’s Vera Rubin platform and said a Cableless solution jointly developed with a customer, together with fully automated assembly, reduced Compute Tray assembly time from more than two hours to 20 minutes. These capability and efficiency claims were not independently verified.
科技新报 · 🔥 3 - AI inference demand strains high-capacity MLCC supply
TechNews, citing TrendForce research, says the shift from model training to inference and AI agents is increasing demand for CPUs, DDR5 memory and high-capacity MLCCs. ODM expectations cited in the report point to the tightest high-end MLCC supply in the first and second quarters of 2027, while TrendForce expects the shortage and supplier pricing power to persist through the first half of that year. Murata executives said current production capacity is insufficient and that new capacity could open only after 2028.
科技新报 · 🔥 0 - Cowboy Space Unveils Big Iron Express Orbital Data Center Rocket
Cowboy Space unveiled Big Iron Express, a purpose-built rocket designed to carry five racks of NVIDIA Vera Rubin GPUs into orbit, and plans to offer it as a launch service competing with SpaceX. A SpaceX launch also carried Google’s experimental satellite, which will send simple requests to Gemini while testing four TPUs in space, alongside Cowboy Space’s Reason-1 satellite. Starcloud is pursuing the broader orbital-compute market with Benchmark backing and a reported valuation of $2.3 billion.
Newcomer · 🔥 0 - Delta Electronics and Lite-On outline 800 VDC AI power roadmaps
Delta Electronics plans to mass-produce ±400 V and 800 V high-voltage DC power products in the third quarter, begin limited shipments in the fourth quarter, and expand shipments in 2027, subject to customer adoption. At OCP Global Summit, Delta displayed a 660 kW Power Rack and three 800 VDC architectures: Sidecar, centralized power and building-level conversion through SST or TRU; Lite-On showcased a 1.32 MW Power Rack and expects its 800 VDC products to enter limited shipments in November.
科技新报 · 🔥 0 - China Merchants Securities sees physical AI as a computing-demand driver
China Merchants Securities said in a research report that NVIDIA’s GTC centered on Vera Rubin compute upgrades and the expansion of physical AI applications. It described Vera Rubin, liquid cooling and modular deployment as supporting more efficient AI infrastructure, while citing robotics, intelligent driving and industrial manufacturing as application areas. The report projected that physical AI could become an important growth direction and add demand for computing infrastructure.
36氪快讯 · 🔥 0 - NVIDIA DSX POD targets faster Modular AI Data-Center Deployment
36Kr reported that NVIDIA announced DSX POD, a modular reference architecture for the Vera Rubin platform that integrates computing equipment, rack power, networking and liquid cooling for on-site delivery. NVIDIA says deployment can fall from as long as six months to as little as 14 days when external power, cooling and networking are already prepared; partner products are expected from early 2027. The report also reviews modular infrastructure efforts from ZTE and Huawei, a reported 1,024-accelerator Ascend Atlas 950 SuperPoD milestone, and NAND production-line upgrades by Samsung and SK Hynix in China.
36氪 人工智能 · 🔥 0 - Kazakhstan expands NVIDIA AI infrastructure and explores robotaxis
According to NVIDIA Blog, Firebird has secured a U.S. export license for 45,000 NVIDIA Grace Blackwell GPUs and is building its first phase in Kazakhstan with Kazakhtelecom. The project is under construction and targets commercial launch in the third quarter of 2027; a planned second phase could bring Firebird’s potential capacity in the country to approximately 500 megawatts. Kazakhtelecom has deployed 400 NVIDIA H200 and 480 NVIDIA B300 GPUs. NVIDIA also announced an investment in Kazakhstan-founded startup Higgsfield AI. Separately, inDrive and Pony.ai are assessing the feasibility of bringing Pony.ai’s seventh-generation robotaxis to the inDrive app in Astana, using NVIDIA infrastructure; deployment has not been confirmed.
NVIDIA Blog · 🔥 0 - Red Hat and Nvidia expand partnership to secure autonomous AI agents
At Nvidia's GTC event in Berlin, Red Hat and Nvidia expanded their collaboration to help enterprises secure autonomous AI agents, govern access to AI models and deploy workloads on Nvidia's upcoming Vera Rubin data center infrastructure. The updates center on Red Hat AI Factory with Nvidia, combining agent runtime controls, model inference software and hardware support across hybrid clouds, and Red Hat said it is working to bring Nvidia's OpenShell sandbox runtime into its AI platforms as a native capability. The companies aim to place security controls outside the agent and, where appropriate, outside the host operating system, pairing OpenShell with Nvidia's Sentry framework on BlueField data processing units, where DOCA Argus monitors workloads from a separate hardware security domain. A joint reference design adds Model-as-a-Service access controls and an AI Gateway alongside vLLM, llm-d, Nvidia Dynamo and NIM, and Red Hat said its Enterprise Linux for Nvidia now supports Vera CPUs and is prepared for Vera Rubin.
SiliconANGLE AI · 🔥 0 - Google Cloud to deploy up to 960,000 Rubin GPUs, A5X instances due next month
Google Cloud and NVIDIA announced that A5X instances built on NVIDIA Vera Rubin NVL72 will reach general availability next month, with planned expansion of availability to Europe. The instances combine NVIDIA ConnectX-9 SuperNICs, Google Cloud's Virgo Network and fourth-generation liquid cooling, and Google Cloud plans to scale its Vera Rubin-based infrastructure to as many as 960,000 Rubin GPUs across multiple sites. According to NVIDIA's announcement, London-based Ineffable Intelligence, founded by AlphaGo creator David Silver, was the first customer to access A5X and is using it for large-scale reinforcement learning.
NVIDIA Blog · 🔥 0 - Groq reportedly shifts next-gen LPUs to 3D-stacked DRAM
IT之家, cnBeta, Wccftech and 36氪 report that Groq plans to move its next-generation AI inference LPUs from large SRAM caches toward TSV-based 3D-stacked DRAM. The reported shift would prioritize greater memory capacity over SRAM speed, though no official Groq announcement, shipping schedule or final product specifications were provided. Wccftech also reports that current Groq LPX racks entered full production in August and early tests with NVL72 servers recorded 3,400 tokens per second.
IT之家 AI · 🔥 0 - 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 - Dell and Intel executives say token budgets are straining enterprise AI scaling
Speaking with theCUBE at Dell's "AI Leadership Symposium," Dell AI business development manager Helen O'Sullivan said some Bay Area customers she supports run through a token budget allotted for months in a matter of weeks. She said customers still use frontier models but lean on open-source models and on-premises infrastructure to ease token pressure. Intel Northwest sales director Tim Wood said many enterprises already have CPU capacity and headroom in their data centers for some next-generation agentic workloads, and suggested testing open-weight models in sandbox environments first. The report says that cost pressure is reshaping enterprise AI deployment strategy, bringing on-premises infrastructure and open-weight models back into the conversation alongside frontier models in the cloud.
SiliconANGLE AI · 🔥 0 - 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 - 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
Experience and discussion from the community
Share my Nvidia Vera Rubin experienceAsk about Nvidia Vera Rubin
Nobody has shared their experience with Nvidia Vera Rubin yet.