Nvidia commits $40B+ to AI equity deals in 2026; Vera Rubin nears shipping

Nvidia has now committed over $40 billion to AI equity deals in 2026 alone, cementing its position as the industry's biggest financial backer. Its next-gen Vera Rubin platform — combining Rubin GPU, Vera CPU, and NVLink 6 — reportedly trains models with 75% fewer GPUs than Blackwell and cuts inference token costs by 90%. Wired argues CUDA proves Nvidia is fundamentally a software company.