NVIDIA has released its latest CUDA 13.4 Toolkit, which adds support for Windows-on-Arm for RTX Spark PCs & enables early dev access to Vera Rubin. NVIDIA CUDA Adds The Final Touches Ahead of RTX Spark Next Month As CUDA 13.4 Gets Windows-on-Arm Support Today, NVIDIA is releasing its latest CUDA platform, the CUDA 13.4 Toolkit, which brings support for newer platforms while broadening the platform with new developer tools. The following are some of the main highlights of today's release: First and most important, the CUDA 13.4 toolkit brings CUDA support to Windows-on-Arm, which helps developers prepare Windows Arm64 applications […]

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Cerebras is rolling out its CS-4 AI rack-scale solution this year but is also working on its next-gen CS-5 and CS6 solutions. Cerebras Takes Wafer Scale Engine To The Next-Level With CS-4, CS-5, and CS-6 AI Racks Last week, Cerebras took the curtains off its CS-4 rack-scale solution, which is powered by the WSE-3T chip. The WSE-3T is a boosted version of the WSE-3 (Wafer Scale Engine), offering much higher capabilities. At Hot Chips 2026, Cerebras is providing a deeper dive into its rack-scale solutions while also giving us a look at its next-gen solutions. So starting off with the […]

Read full article at https://wccftech.com/cerebras-cs-4-30x-uplift-ai-2026-next-gen-rack-solutions-cs-5-10k-tps-2027-cs-6-3d-wafer-scale-sram/

NVIDIA's Vera Rubin platform offers disruptive token throughput at a much lower cost than Blackwell, showcasing its Agentic AI prowess. NVIDIA Software Stack Optimizations Continue To Propel Blackwell, But Vera Rubin Sits In A Whole Different League For Agentic AI Use Cases The latest on-silicon agentic AI performance results were measured by NVIDIA using real-world agentic coding trajectories. The benchmark used was SemiAnalysis AgentX, which evaluates AI infrastructure such as Vera Rubin in agentic-coding inference workloads across various models such as Kimi K3, MiniMax M3, GLM5.3, Qwen3.5, and DeepSeek V4 Pro. The following table explains the key metrics of AgentX: […]

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NVIDIA's Vera CPUs & Vera Rubin servers will be powering multiple SpaceXAI platforms such as its next-gen Agentic AI workloads, Grok AI, & Starmind AI satellite. SpaceXAI Doubles Down on NVIDIA's Latest AI Platforms As It Leverages Vera CPUs & Vera Rubin Servers To Accelerate Agentic AI Workflows, & Take AI Beyond The Terrestrial Boundaries Today, NVIDIA and SpaceXAI are making a blockbuster announcement in which both companies will come together to accelerate next-gen Agentic AI workloads further by leveraging Vera Rubin and Vera CPU platforms. These announcements come a few weeks after Elon Musk committed exclusively to NVIDIA GPUs […]

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Intel has given the rundown on its next-gen AI inference accelerator, Crescent Island, which packs 32 Xe3 cores and 480 GB of LPDDR5X memory. Intel To Enter Agentic AI Accelerator Space With Xe3P-Powered Crescent Island GPUs, Offering Low-Cost & Low Power Through LP5X Memory & 350W TDPs The Intel Crescent Island GPU is based on the brand-new Xe3P architecture, which is the same graphics architecture that was teased by the company during its Panther Lake and Xe3 deep dives. The new silicon features of Crescent Island include: Software innovations for Crescent Island include: The new GPU architecture will be a […]

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NVIDIA's Groq 3 LPX is now in full production, offering big token generation speedups for Vera Rubin platforms in the Agentic AI space. NVIDIA Dials Up Vera Rubin NVL72 Token Generation Capabilities, Recording 3,400 TPS With Groq 3 LPX AI Inference Accelerators As part of its Hot Chips 2026 announcements, NVIDIA today announced that its Groq 3 LPX AI inference accelerator chip is in full production. This announcement follows the mass production announcements of Vera CPUs and Vera Rubin servers, marking the robust execution of NVIDIA's AI roadmap. The Groq 3 LPX racks serve as an extension to the NVIDIA […]

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At Hot Chips 2026 NVIDIA went into the NVIDIA Vera Rubin NVL72 rack design as part of its AI Factory design

The post NVIDIA Vera Rubin NVL72 Rack at Hot Chips 2026 appeared first on ServeTheHome.

Such is the scale of NVIDIA's ongoing production ramp-up for its Vera Rubin platform that it's now manifesting itself in seemingly sparsely related nooks and cranies of the supply chain, such as the spot market for TLC NAND. In hindsight though, the rise in spot TLC prices is entirely reasonable, especially given the Context Memory eXtension (CMX) that NVIDIA is bringing onboard with the Vera Rubin platform. NVIDIA's production ramp-up of its Vera Rubin platform is squeezing TLC NAND supply by locking in a growing number of NAND cells within the CMX, and as enterprise SSD demand scales up in […]

Read full article at https://wccftech.com/nvidias-vera-rubin-production-ramp-up-is-now-squeezing-tlc-nand-supply-driving-512gb-spot-prices-to-21-after-the-june-slump/

NVIDIA's partners on co-packaged optics, or CPO, have said that the deployment of the first server solutions remains on track. NVIDIA's CPO (Co-Packaged Optics) Partners Say All Is Well, As Delay Rumors Are Blown Away In The Dust Recently, there have been several rumors regarding the adoption of CPO in the data center ecosystem. As per the rumor mill, the adoption of CPO was said to be delayed for years, but during recent investor calls, both Lumentum and Coherent have stated that the production of CPOs remains on track. According to Lumentum, the demand for ultra-high power CPO lasers is […]

Read full article at https://wccftech.com/nvidia-optics-partners-crush-cpo-delay-rumors-with-coherents-scale-out-revenue-starting-late-2026/

NVIDIA is spearheading the race to roll out its first 800 VDC platforms with the backing of Google & Microsoft in the second half of this year. NVIDIA's 800 VDC AI Factories Break Past The "Power Wall", Unleashing Scaled-Up Compute Performance By Effectively Cancelling AC Overheads As Datacenters continue to outstrip electricity generation, the need for more power-efficient & versatile solutions has become essential. This is why major companies like NVIDIA, Microsoft & Google have invested heavily in 800V DC or HVDC (High-Voltage Direct Current) infrastructure to power their upcoming AI platforms. The push towards DC over AC power is […]

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NVIDIA's upcoming Vera Rubin Ultra systems are in a state of flux at the moment, with persistent rumors pointing to a potential HBM de-spec, where the GPU giant might choose to lower the quantum of HBM4E within each GPU to preserve its margins. Well, the Bank of America (BofA) is out with an insightful report today, quantifying the dynamics between HBM4E and LPDDR5X-based SOCAMM2 modules within NVIDIA's upcoming Vera Rubin Ultra-based Kyber racks. NVIDIA will spend more on LPDDR5X than HBM4E when it comes to its upcoming Vera Rubin Ultra-based Kyber racks Currently, each base Rubin GPU is equipped with […]

Read full article at https://wccftech.com/nvidias-kyber-racks-to-sport-340-4tb-of-dram-with-hbm4e-priced-at-19-76-gb-and-each-rack-reportedly-priced-at-41-6-million/

NVIDIA's Rubin Ultra & Vera chips are subject to various "downgrade" rumors, but the company says that it is part of its optimization strategy. NVIDIA Rubin Ultra AI Chips & Vera CPUs Feature Optimized Memory Configurations For Performance & Scale Recently, there has been lots of online chatter surrounding NVIDIA's Vera, Vera Rubin, and Rubin Ultra platforms. Most of the discussion is centered around rumors of a potential downgrade that will cut the memory subsystem on these chips significantly. Now, rumors surrounding downgrades, down-spec, and delays aren't new for NVIDIA chips. There have been similar stories in the past during […]

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Microsoft is moving aggressively to expand its compute footprint, and hedging its bets on the way by tapping rack-scale systems from both NVIDIA and AMD in what is an echo of its AI model-agnostic approach within Azure and Copilot. Microsoft's Satya Nadella has just declared that Azure will be among the first to deploy "rack scale AI infrastructure based on AMD Helios and NVIDIA Vera Rubin" Microsoft's CEO, Satya Nadella, has revealed a nugget during the just-concluded earnings call, declaring that Azure will be among the first cloud platforms to "deploy next generation rack scale AI infrastructure based on AMD […]

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NVIDIA Corporation is significantly reducing the memory used by its Vera Rubin NV72 rack-scale AI system in order to address the high prices and the ongoing memory shortage, according to an analysis from GF Securities. The courage followed after NVIDIA signed long term memory agreements ahead of the shortage in the memory industry which allowed it to weather the storm that most technology companies had to face due to the production constraints stemming from high demand. Reducing Memory Capacity Can Allow NVIDIA To Cut Rubin NVL72 Rack Costs By Nearly 50%, Says Report NVIDIA's Vera Rubin NVL72 racks are among […]

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Intel Foundry might be heading into a big deal with NVIDIA, as the company is expected to offer packaging and wafer support for next-gen Feynman GPUs. NVIDIA Feynman GPUs Could Be Intel Foundry's Biggest Win To Date With Chipzilla Providing Both Packaging & Wafer Supply A deal between Intel and NVIDIA won't be a major surprise for those following our previous reports, but it is definitely a big win for Intel's Foundry business. Earlier this year, we reported that NVIDIA might be looking into Intel's upcoming process & advanced packaging technologies for its next-generation GPUs, codenamed Feynman. Well, according to […]

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AMD's Instinct MI455X GPUs extend the company's AI roadmap, bringing leading HBM4 capacities and over 40 PFLOPs of compute for Agentic AI, rivaling NVIDIA's Rubin chip. AMD Has An Answer To NVIDIA's Rubin, It's Called Instinct MI455X & It's An Engineering Marvel For Agentic AI With More HBM4 Than Any Other AI Chip On The Planet The AMD Instinct MI455X is the GPU that will power the Helios AI rack. This GPU is based on the latest CDNA 5 architecture and is made using TSMC's 2nm and 3nm process technologies. The chip packs 320 billion transistors, just 16 billion transistors […]

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AMD has officially launched its EPYC Venice CPU family, spanning several chips, with performance leadership in Agentic AI with Zen 6 cores. The Industry's First 2nm HPC CPU Is Here, Meet EPYC Venice Family, Packing Up To 256 "Zen 6" Cores & 203 Billion Transistors One component that is really shaping up as the king of the Agentic AI era is the CPU. AMD is leveraging its brand new Zen 6 core architecture that will be used on its 6th Gen EPYC CPUs, codenamed Venice. AMD's EPYC Venice chips are the first HPC product to enter volume production on TSMC's […]

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NVIDIA says that it will be able to make 1,000 Vera Rubin Racks per day following the success of its Grace CPUs in AI markets. Vera Will Be A Monumental Success For NVIDIA After Grace As The Firm Races To Build 1,000 Racks Per Day Since its inception, NVIDIA has been known as a GPU maker, but the company has slowly started to move away from that, and now recognizes itself as a full-stack system provider. That is why the company is making extra efforts to accelerate its CPU roadmap, and while Grace was its first full-on take on a […]

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AMD is apparently no longer satisfied with being perceived as a perennial underdog, and is reportedly choosing to make a bold statement by pricing its Helios rackscale solution at a hefty premium to NVIDIA's Rubin. What's more, AMD has reportedly managed to rope in Microsoft as the product's first confirmed client, demonstrating the utility that Helios offers even at its supposedly elevated price point. Futurum believes AMD will price Helios at $5 million to $5.5 million per rack, versus an expected retail price of $3.5 million to $4 million for the second-gen NVIDIA Rubin rack As we explained in a […]

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