Kryptos

Nvidia says major customers are already testing its next-gen Vera Rubin AI systems ahead of deployment. $NVDA also said the new Vera CPU outperforms AMD’s Turin and that the platform remains on schedule for rollout in AI data centers.

英伟达发文称，DeepInfra的基准测试结果显示，NVIDIA Vera CPU的速度是其他CPU的两倍多，并且能够支持更多并发的AI代理。云平台DeepInfra是NVIDIA开放AI生态系统的早期体验参与者，独立设计并运行了基于其生产型AI代理基础设施的基准测试。DeepInfra每周处理近五万亿个代币，其中约30%由代理系统驱动。其云平台专为高通量AI推理而建。基准测试显示，在相同服务质量下，支持最多1.6倍的并发AI代理，协同速度高达2.2倍，同时提升基础设施利用率和成本效益。这些结果表明，NVIDIA Vera CPU 能够实现生产代理人工智能所需的成本效益、低延迟和吞吐量。 随

RT @seedy19tron: The Weekly 🌱 New: Increased: $tenx, $iva, $cccc Unchanged: $abvx , $vera , $nktr , $eras , $kod Decreased: Closed: O…

Agents love running on Vera CPUs. And the vertical integration of the sandbox runtime and CPU chip will give margin, throughput, and latency advantages when serving cloud agents at scale.

RT @NVIDIAAIInfra: 📣 @perplexity_ai launched SPACE, a secure sandbox platform built for agentic AI. Early tests on NVIDIA Vera CPU showed…

$NVDA CEO, Jensen Huang in Tokyo today said: "The reports are not true. Vera Rubin is already in production. Giant amounts of production incoming" As a flat denial to the accusation that their AI servers would be delayed. Jensen appears to be using the Umbrella term for Rubin Ultra/Kyber, then p

Morgan Stanley increased its cost for 1 GW to ~$35bn for GB200, ~ $39bn for GB300, and ~$49bn for Vera Rubin. Meanwhile, at GTC Taipei 2026, Jensen Huang said a new 1 GW "AI factory" could approach $100bn (double current back of envelope).

Bank of America sees Nvidia’s next $20 billion business.Bank of America says Nvidia stock could benefit as Vera CPUs target a $20 billion sales opportunity driven by demand for agentic AI

cost per gigawatt is up ~40% from GB200 to vera rubin. climbing steeply across chip gens. and most of that is the powered shell stuff outside the rack, not the silicon. so part of the capex jump is actually the data center deployment inflation https://x.com/pequityresearch/status/207671949537306675

摩根士丹利：英伟达管理层亲自回应市场关切，Rubin路线图维持不变，ASIC竞争影响有限 摩根士丹利近日组织了一场英伟达非融资路演（Non-Deal Roadshow），由 CEO 黄仁勋、CFO Colette Kress 以及投资者关系负责人亲自出席，这种高规格配置本身就说明，公司希望直接回应近期市场最关注的几项问题：Rubin 产品路线图、ASIC（定制AI芯片）竞争、以及 AI 基础设施投资能否持续。根据会议纪要，管理层释放出几项重要信号 1. 公司季度营收已经迈入 1000亿美元级别，并预计未来几个季度仍将保持加速增长； 2. Vera Rubin 平台需求依然非常强劲，预计