Vera Rubin

Headlines · 4

1. 2d
   Midea joins NVIDIA MGX AI Factory ecosystem with focus on liquid cooling

   At the 2026 OCP Global Summit held in San Jose from October 12 to 15, NVIDIA published its NVIDIA MGX AI Factory ecosystem and partner list for the next-generation Vera Rubin platform, and Midea appeared on the thermal-management partner list. Reports citing Sina Tech insiders said Midea's cooperation with NVIDIA centers mainly on liquid cooling, with no disclosed detail on scope or commercial terms. MGX is described as NVIDIA's open hardware foundation spanning Blackwell, Vera Rubin and later AI computing platforms, covering server OEM/ODM, liquid cooling, power, power distribution and data-center infrastructure, with 45°C high-temperature liquid cooling framed as the emerging industry standard as rack power density rises.

   IT之家 AI · 🔥 5
2. 2d
   J.P. Morgan: cloud giants' cash flow is shifting to Nvidia

   A J.P. Morgan report covered by TechNews says that as Microsoft, Google (Alphabet), Meta and Amazon pour money into AI infrastructure, their free cash flow has fallen sharply — and more than 100% of that lost cash has turned into Nvidia's incremental free cash flow. The report attributes this to Nvidia's usually above-70% gross margin and pricing power, and notes its customers now include not only the big clouds but also newer providers such as CoreWeave and Lambda, sovereign AI projects and enterprises. The article also revisits Jensen Huang's forecast that global AI infrastructure spending could reach $3-4 trillion by 2030 — overall infrastructure, not Nvidia revenue alone — and describes the Vera Rubin platform combining a Vera CPU, Rubin GPU, HBM and high-speed interconnect.

   科技新报 · 🔥 0
3. 5d
   NVIDIA opens Vera Rubin rack designs at OCP, plus AI factory standards

   At the Open Compute Project Global Summit in San Jose, NVIDIA said it contributed its Vera Rubin rack and compute tray designs to OCP through the open MGX architecture; the updated MGX 1.2 specification adds rack-level blind-mate liquid cooling, interoperable rack-scale interconnect and a liquid-cooled 5,000A busbar, supports rack deployments up to 250 kW and is meant to simplify assembly, test and service. NVIDIA also published Open Data Center Specification v0.7 with AMD, Google and Meta, and an OCP Grid Resilience Specification with Google, Meta and Microsoft that calls for large AI infrastructure to stay connected during grid disturbances and restore to near-full load in under two seconds. On networking, Meta is adopting NVIDIA Spectrum-6 102.4Tb/s Ethernet switches with Spectrum-X Multiplane technology to support AI factories of more than 100,000 GPUs, while NVIDIA released four open source DSX AI Factory components: Config Manager, Cluster Readiness Engine, Rack Management Service and Cluster API Provider.

   NVIDIA Blog · 🔥 0
4. Oct 7
   CoreWeave to build first India data centers with 240MW from AdaniConneX

   CoreWeave said it will open its first India data centers, taking 240 megawatts at an AdaniConneX campus in Navi Mumbai and becoming the sole tenant across three 80-megawatt buildings, with an option for another 240 megawatts. The first phase is expected online in mid-2028, running Nvidia's Vera Rubin platform for training, inference, reasoning and AI agents, with direct liquid cooling for the GPU halls and a chilled-water system that does not rely on evaporation. Bloomberg reported the investment will total multiple billions of dollars over the project's life, though CoreWeave did not give a figure; this is its second Asia market after Indonesia, and the company will also open an India office and hire locally.

   Bloomberg Technology · 🔥 0

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