NVIDIA2026-05-07
Vera Rubin platform enters production targeting 10x lower inference cost

AI Analysis
NVIDIA's Rubin platform — six new chips — entered production with claims of 10x lower inference token cost and 4x fewer GPUs for MoE training vs. Blackwell. Spectrum-X Photonics promises 5x better power efficiency. AWS, Google Cloud, Microsoft, and CoreWeave will ship Rubin products in H2 2026; Microsoft is deploying NVL72 in its Fairwater superfactories.