Reports
AI-generated structured vendor updates
SambaNova完成11亿美元融资估值110亿美元：推理芯片新格局确立
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NVIDIA Rigel Core: Single-Threaded CPU as the New Control Plane for Agentic AI
NVIDIA unveils Rosa CPU architecture with custom Rigel core (Arm v9.2), targeting single-threaded performance for Agentic AI workloads, paired with Feynman GPU (1.6nm, 50 PFLOPS) in 2028. This shifts CPU design from core-count scaling to serial-latency optimization, directly challenging AMD EPYC and Intel Xeon dominance.
NVIDIA Vera CPU获Perplexity/OpenAI/Anthropic/Oracle采用 AI Agent性能验证1.5-1.9x加速
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NVIDIA Vera CPU: Max Single-Threaded Performance at Scale for Agentic AI
NVIDIA launches Vera CPU, a max single-threaded CPU at scale for agentic AI. With Olympus cores delivering 1.8x sustained per-core performance over x86, 1.2TB/s LPDDR5X bandwidth, and 3.4TB/s core-to-core bandwidth, Vera integrates into NVIDIA's unified AI factory architecture, aiming to lock users into its ecosystem.
AI Innovators Adopt NVIDIA Vera — Why Max Single-Threaded CPU at Scale Matters
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NVIDIA Denies Kyber NVL144 Delay, But 78-Layer PCB Bottleneck Exposes AI Hardware Physics Limit
NVIDIA officially denies reports of Kyber NVL144 rack delay to 2028, but SemiAnalysis revelations about a 78-layer ultra-high-density PCB midplane bottleneck and Rubin Ultra cancellation expose hard physical limits in signal integrity and manufacturing, opening a strategic window for AMD and Google.
NVIDIA Kyber NVL144 Delayed to 2028: Midplane PCB Manufacturing Becomes AI Scaling Bottleneck
SemiAnalysis reveals NVIDIA's Kyber NVL144 delayed beyond 12 months to 2028 due to 78-layer Orthogonal Backplane manufacturing challenges. The interim NVL72x2 solution is cancelled due to operational burdens, and the 4-die Rubin Ultra is also scrapped, leaving a product gap in NVIDIA's scaling roadmap.
NVIDIA Vera Rubin AI Platform Slated for July 2026 Shipments, Iterative Compute Upgrade
NVIDIA confirms its next-gen AI compute platform, Vera Rubin, will start shipping in July 2026 to major cloud providers like Microsoft and Google. The platform uses an advanced process node to boost AI training and inference performance, representing an iterative upgrade over Hopper and Blackwell without a fundamental architectural shift.
英伟达RTX 5080公版显卡将在BW2026限量发售，售价8299元
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NVIDIA AI Compute Partnership: Revenue Share and Credit Backstop to Lock Cloud Providers into DSX AI Factories
NVIDIA launches AI Compute Partnership with revenue sharing and credit backstop, shifting from hardware sales to recurring service revenue. Initial projects include 40K GB300 chips for Sharon AI and 170K GPUs for Firmus, totaling 200K+ high-end chips. NVIDIA is becoming the 'central bank' of AI compute, squeezing cloud brokers.
NVIDIA BlueField-3 DPU: Shifts AI Cloud I/O Control from CPU to Dedicated Silicon, Redefines Compute Delivery & Security
NVIDIA's BlueField-3 DPU uses hardware vDPA to offload virtualization data plane from host CPU to dedicated processor, delivering near-bare-metal performance with live migration flexibility. It also creates a trusted I/O path for confidential computing. However, this fundamentally locks cloud infrastructure into NVIDIA silicon, increasing vendor dependency.
NVIDIA Space-1 targets orbital AI compute, locking ecosystem with Vera Rubin
NVIDIA hires chief software architect for Space-1, its orbital AI computing system powered by Vera Rubin chips. The system must withstand radiation and temperature extremes. This signals a shift from concept to engineering, though commercial viability remains distant.
Jia Yangqing exits NVIDIA as DGX Lepton shutdown reveals software layer failure
Jia Yangqing leaves NVIDIA after DGX Lepton underperforms and open-source commitments are broken. NVIDIA acquired Lepton AI for ~$700M, rebranded as DGX Cloud Lepton, but service ceased mid-2025. The event signals NVIDIA's failed software layer expansion, shifting control back to hyperscalers.
NVIDIA Rubin Mandates 100% Liquid Cooling with 45°C Warm Water, Reshaping Data Center Thermal Design
NVIDIA reveals Rubin platform's full liquid cooling design: 100% liquid, 45°C warm water inlet, eliminating chillers and fans. Mass production starts H2 2026, with a mandate for all data centers to transition to liquid cooling, marking a definitive shift in AI thermal management.
NVIDIA Unveils Vera CPU for AI Agents, Shifting Control from x86 to Proprietary Silicon
At the annual meeting, Huang announced Vera CPU for AI agents paired with Rubin GPU, claimed Blackwell delivers 30x token throughput over next-best platform, and reiterated CUDA as a moat. This move aims to shift AI compute control from general-purpose CPUs to NVIDIA's proprietary architecture.
Qualcomm Dragonfly: 250-core CPU, HBC memory, UALink interconnects target AI inference TCO
Qualcomm unveils full data center portfolio: Dragonfly C1000 250-core Oryon CPU (>5GHz, PCIe Gen7, CXL), HBC near-memory compute (133TB/s Gen1, 18x-54x effective BW), AI300 inference accelerator (UALink/ESUN scale-up), and 800G/1.6T connectivity. Multi-year Meta CPU deal. Commercial sampling 2027-2028. Targets inference TCO with tokens-per-watt leadership.
NVIDIA and AWS Default GPU Vector Search with cuVS, G7 Instances Deliver 4.6x Inference
NVIDIA and AWS collaborate to embed cuVS as default GPU-accelerated vector search in OpenSearch Serverless, delivering 10x faster indexing at 1/4 cost. New EC2 G7 instances with RTX PRO 4500 Blackwell GPUs achieve up to 4.6x inference performance. AWS achieves GB300 Exemplar Cloud status for training.
NVIDIA Unveils 45°C Liquid Cooling for Rubin Chips, Slashes Water Use 100%
NVIDIA announces a liquid cooling system for its Rubin GPUs running 45°C coolant (hotter than a hot tub), using dry coolers in a closed loop to cut electricity and eliminate water evaporation (100% reduction). However, chillers may still be needed in hot climates, and chip longevity impacts remain unaddressed.
NVIDIA Launches Agent Toolkit: Nemotron Models, OpenShell Runtime for Specialized AI Agents
NVIDIA unveils Agent Toolkit, an open modular foundation with Nemotron models, NemoClaw blueprints, and OpenShell runtime, enabling enterprises to build secure, specialized AI agents. It targets life sciences, cybersecurity, and industrial workflows, aiming to turn frontier models into domain-specific digital coworkers.
NVIDIA Vera Rubin NVL4: CPU-GPU Fusion Locks Supercomputing Architecture
NVIDIA announces the Vera Rubin NVL4 supercomputing platform, integrating the Rubin GPU and Vera CPU via NVLink and InfiniBand for end-to-end acceleration, delivering over 7 exaflops of AI compute. The ARM-based Vera CPU marks a strategic deepening in data center CPUs, with availability expected in Q4 2026.