A NVIDIA está construindo a camada de infraestrutura de IA para nações e empresas, permitindo que elas projetem, treinem e implantem modelos soberanos de IA usando infraestrutura doméstica, conjuntos de dados locais e expertise local. Ela faz parceria com grandes bancos e empresas japonesas para criar fábricas de IA e agentes de visão de IA para indústrias regulamentadas e manufatura.
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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.
Maybe Nvidia doesn't want to sell all those GPUs to China. 😆
vera rubin is a fresh catalyst for AI stocks. again its linked with NVIDIA. keep an eye on NVIDIA ecosystem stocks: $NBIS $CRWV $MVL $AVGO $COHR $LITE research about them. check their operating margin growth. check their backlog revenue. check what they provide in AGI stack. check their revenu
RT @Chinazhidx: 🚨UPDATE: Qwen3.8-Max-Preview ranks #1 on NVIDIA's SOL-Exec Bench FlashInfer Collection leaderboard. With a SOL Score of 0.…
Jim Cramer Picks Micron, Applied Materials And Intel Or AMD As Top Semiconductor Bets After AI Selloff, Says Supermicro Is 'Great For Nvidia' • Jim Cramer shared his top semiconductor picks, including Micron Technology Inc., Applied Materials Inc., and either Intel Corp. or Advanced Micro Devices
Iluvatar CoreX (HKEX: 09903) just unveiled its new flagship GPU, the Tiangai 300, at WAIC 2026 — pitched to match and exceed Hopper-class performance, and already in deep adaptation with domestic cloud and server makers The backdrop is the real story: Nvidia's China share is seen sliding from ~40%
Tomorrow at #SIGGRAPH2026: Render Network founder @JulesUrbach takes the stage during @nvidia RTX Rendering Day to discuss the next frontier of rendering. https://t.co/JOXg0SNPn5 Learn how Frontier AI, new workflows, and IP provenance tools are shaping the future of creative pipelines. Where: LA
BREAKING NEWS: NVIDIA RUBIN (SM107) SUPPORT HAS BEEN ADDED TO PYTORCH AND WILL BE ADDED TO A BUNCH OF PUBLIC GITHUB REPOSITORIES OVER THE COMING DAYS 🔥
NVIDIA Vera Rubin NVL72 震撼登场，令牌吞吐量较 Blackwell 暴增 10 倍，在相同 150MW 功耗下实现 800,000 Tokens/s，对比 GB200 的 80,000 NVIDIA Vera Rubin 平台共包含六个托盘，搭载了迄今为止全球最先进的芯片： NVIDIA Vera Rubin NVL72 计算托盘（Rubin + Vera + Grace Bluefield + ConnectX-9） NVIDIA Vera Rubin NVL72 NVLink 交换托盘（NVLink6 交换机） NVIDIA Vera CPU
NVIDIA EXPANDS AI HARDWARE STRATEGY BEYOND GPUS BY SHIPPING NEW VERA DATA CENTRE CPU, SETTING UP DIRECT COMPETITION WITH INTEL AND AMD IN AI SERVER MARKET; VERA CPUS DELIVERED IN JUNE TO CUSTOMERS INCLUDING OPENAI, ANTHROPIC AND SPACEX - SOURCES