CoreWeave and Meta Expand AI Cloud Deal to $21 Billion with NVIDIA Rubin GPU Deployment; NVIDIA Extends into Space and Cybersecurity

CoreWeave and Meta announced an expanded $21 billion AI cloud infrastructure agreement, with CoreWeave becoming one of the first providers to deploy NVIDIA's next-generation Rubin GPUs for large-scale inference, reasoning, and agentic AI workloads. Separately, NVIDIA announced general availability of GB200 NVL72 rack-scale systems integrating 72 Blackwell GPUs delivering 1.4 exaflops of FP4 inference performance, with AWS, Azure, and Google Cloud deployments planned for Q2 2026. NVIDIA is also expanding into space through partnerships with Firefly Aerospace and Planet Labs for real-time AI processing on lunar imaging and Earth observation satellites using Jetson modules, and is a launch partner in Project Glasswing for AI-powered cybersecurity defense. Additionally, NVIDIA and Siemens unveiled a chip verification solution capable of simulating trillions of cycles in days, and NVIDIA's upcoming N1 SoC for AI PC laptops featuring 128 GB memory was detailed.