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Headlines · 8
- NVIDIA and Meta deepen Muse collaboration with $3 billion investment
NVIDIA and Meta announced an expanded partnership centered on Muse and the Muse model family, with workflow optimizations intended to improve training and inference performance and total cost of ownership. NVIDIA will invest $3 billion in Meta’s equity offering, while Meta plans to expand deployments of Vera Rubin, Vera CPU, Spectrum-X networking and BlueField-4, and the companies will consider OpenShell and Sentry collaboration for agent safety and monitoring. Meta claims Muse has delivered frontier-level benchmark performance and rising consumer downloads, but the reports provide no independent figures.
NVIDIA Newsroom · 🔥 3 - NVIDIA Revises Vera Rubin Bandwidth Specifications
IT之家 and Wccftech reported that comparisons between archived and current NVIDIA pages show lower HBM4 and sixth-generation NVLink bandwidth figures for several Vera Rubin configurations, alongside higher scale-out networking bandwidth. For the Rubin GPU, the published HBM4 bandwidth changed from a maximum of 22 TB/s to 19.2 TB/s, while NVLink 6 bandwidth fell from 3.6 TB/s to 3 TB/s. The changes also cover the Vera Rubin Superchip, NVL72 and HGX Rubin NVL8 systems. NVIDIA has not publicly explained the revision, and some product and regional pages still show older specifications. These are published specification changes rather than measured benchmark results, and the earlier 22 TB/s figure was a maximum, so the revision does not necessarily represent an equivalent decline in real-world performance across every configuration.
Wccftech · 🔥 0 - Nvidia outlines $2,000 per-GPU annual AI agent software licensing
Nvidia CEO Jensen Huang said licensing Nvidia software for AI agents in “AI factories” could cost about $2,000 per GPU per year, and that software licensing will become a larger part of the company’s business, according to Tom’s Hardware and TechSpot. The figure is an example rather than final pricing: Nvidia has not disclosed the effective date, eligible GPUs, covered software, or how the proposal relates to the $4,500-per-GPU annual AI Enterprise subscription. The discussion accompanied Nvidia’s OpenShell Reference Architecture, which combines Vera Rubin infrastructure, Vera CPUs, BlueField-4 DPUs and Nvidia Sentry to provide a secured environment for AI agents.
Tom’s Hardware · 🔥 0 - NVIDIA details 576-GPU Rubin Ultra NVL576 CPO platform
At OCP 2026, NVIDIA detailed a roadmap for connecting 576 Rubin Ultra GPUs across racks through next-generation CPO and NVLink 7 as one compute domain. The liquid-cooled Vera Rubin Ultra NVL576 design targets AI models with more than 10 trillion parameters, with vendor-stated goals of 15 exaflops of FP4 inference and 5 exaflops of FP8 training performance. NVIDIA also showed the NVLink 7 CPO Switch Tray and a Compute Tray containing two Rubin Ultra GPUs and one Vera CPU.
Wccftech · 🔥 0 - NVIDIA launches OpenShell Reference Architecture for secure AI agents
NVIDIA announced the OpenShell Reference Architecture at GTC Berlin, a full-stack design for building, containing, observing and enforcing safe AI agents on enterprise and edge infrastructure, and said it is now available. It combines OpenShell secure runtime software with Vera Rubin systems for inference, Vera CPUs for agent harnesses and tool use, and BlueField-4 DPUs running NVIDIA Sentry for in-silicon enforcement, extending to RTX Spark, DGX Spark and DGX Station at the edge. NVIDIA says Vera Rubin NVL72 delivers 30x higher throughput per megawatt on agentic workloads and that Sentry stops an agent leaving its boundary in milliseconds while raising agent capacity by up to 20%; those figures are vendor claims not independently measured. Anthropic, AWS, Cisco, CrowdStrike, Dell, Google Cloud, HPE, IBM, Meta, Microsoft, OpenAI, Palo Alto Networks, SAP and ServiceNow are among companies NVIDIA lists as working with the architecture, and Sentry is planned for availability early next year, with DOCA libraries available now.
NVIDIA Newsroom · 🔥 0 - Modal to run AI agent sandboxes on Nvidia's Arm-based Vera CPU, citing 2x throughput
Modal said in a blog post that it plans to run its Sandboxes product — isolated machines where AI agents execute code — on Nvidia's Arm-compatible Vera CPU, its first move away from x86 chips after relying exclusively on Intel and AMD processors. In Modal's own tests, built on a 50-task agentic coding benchmark, Vera handled up to twice as many concurrent tasks as an Intel server as containers were packed more densely, a result Modal credits to high memory bandwidth; the company says the benchmark has not been independently checked. Modal, which raised $750 million led by Accel at a $15.75 billion valuation, said it will keep Intel and AMD chips in a hybrid fleet and did not say when Vera-powered sandboxes would reach customers.
Modal Blog · 🔥 0 - Musk: SpaceX-Nvidia Star Mind AI satellite computer to enter volume production next year
Elon Musk said in an Oct. 15 post on X that the Star Mind AI computer co-engineered by SpaceX and Nvidia is "far better than almost anyone expects" and will reach volume production next year, while the TechNews article body dates volume production to 2027. According to information Nvidia previously published, SpaceX is advancing the Star Mind satellite computing system using a space-optimized Vera Rubin NVL72 architecture combining Vera CPUs and Rubin GPUs to extend high-performance AI computing from ground data centers into orbit. Citing foreign media, the report says the first custom satellite built for the space environment is expected to launch in the fourth quarter of 2027, with scaled operation hoped for in 2028, though the technology remains in development and actual specifications and commercial benefits are unconfirmed.
科技新报 · 🔥 0 - ASUS launches XA P2N-E2 MGX server with dual RTX PRO 6000 Blackwell GPUs
ASUS announced the XA P2N-E2, a 2U server built on NVIDIA's MGX architecture, at the 2026 OCP Global Summit. It pairs a Vera CPU with up to two RTX PRO 6000 Blackwell server-edition GPUs and is pitched by ASUS for agentic AI and reinforcement-learning workloads, including code execution, tool calling and sandboxed compute. ASUS also showed other systems, among them the Vera Rubin NVL72-based XA VR721-E3, the air-cooled-CPU/liquid-cooled-GPU XR R1I12B-M1BHFS, the dual EPYC 9006 1U RS700A-E14B-R16U and the AMD-platform air-cooled AI system ESC8000A-E13P.
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