Nvidia introduces Vera Rubin, a seven-chip AI platform with OpenAI, Anthropic and Meta on board

Nvidia on Monday took the wraps off Vera Rubin, a sweeping new computing platform built from seven chips now in full production — and backed by an extraordinary lineup of customers that includes Anthropic, OpenAI, Meta and Mistral AI, along with every major cloud provider.The message to the AI industry, and to investors, was unmistakable: Nvidia is not slowing down. The Vera Rubin platform claims up to 10x more inference throughput per watt and one-tenth the cost per token compared with the Blackwell systems that only recently began shipping. CEO Jensen Huang, speaking at the company's annual GTC conference, called it "a generational leap" that would kick off "the greatest infrastructure buildout in history." Amazon Web Services, Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure will all offer the platform, and more than 80 manufacturing partners are building systems around it."Vera Rubin is a generational leap — seven breakthrough chips, five racks, one giant supercomputer — built to power every phase of AI," Huang declared. "The agentic AI inflection point has arrived with Vera Rubin kicking off the greatest infrastructure buildout in history."In any other industry, such rhetoric might be dismissed as keynote theater. But Nvidia occupies a singular position in the global economy — a company whose products have become so essential to the AI boom that its market capitalization now rivals the GDP of mid-sized nations. When Huang says the infrastructure buildout is historic, the CEOs of the companies actually writing the checks are standing behind him, nodding.Dario Amodei, the chief executive of Anthropic, said Nvidia's platform "gives us the compute, networking and system design to keep delivering while advancing the safety and reliability our customers depend on." Sam Altman, the chief executive of OpenAI, said that "with Nvidia Vera Rubin, we'll run more powerful models and agents at massive scale and deliver faster, more reliable systems to hundreds of millions of people."Inside the seven-chip architecture designed to power the age of AI agentsThe Vera Rubin platform brings together the Nvidia Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 SuperNIC, BlueField-4 DPU, Spectrum-6 Ethernet switch and the newly integrated Groq 3 LPU — a purpose-built inference accelerator. Nvidia organized these into five interlocking rack-scale systems that function as a unified supercomputer.The flagship NVL72 rack integrates 72 Rubin GPUs and 36 Vera CPUs connected by NVLink 6. Nvidia says it can train large mixture-of-experts models using one-quarter the GPUs required on Blackwell, a claim that, if validated in production, would fundamentally alter the economics of building frontier AI systems.The Vera CPU rack packs 256 liquid-cooled processors into a single rack, sustaining more than 22,500 concurrent CPU environments — the sandboxes where AI agents execute code, validate results and iterate. Nvidia describes the Vera CPU as the first processor purpose-built for agentic AI and reinforcement learning, featuring 88 custom-designed Olympus cores and LPDDR5X memory delivering 1.2 terabytes per second of bandwidth at half the power of conventional server CPUs.The Groq 3 LPX rack, housing 256 inference processors with 128 gigabytes of on-chip SRAM, targets the low-latency demands of trillion-parameter models with million-token contexts. The BlueField-4 STX storage rack provides what Nvidia calls "context memory" — high-speed storage for the massive key-value caches that agentic systems generate as they reason across long, multi-step tasks. And the Spectrum-6 SPX Ethernet rack ties it all together with co-packaged optics delivering 5x greater optical power efficiency than traditional transceivers.Why Nvidia is betting the future on autonomous AI agents — and rebuilding its stack around themThe strategic logic binding every announcement Monday into a single narrative is Nvidia’s conviction that the AI industry is crossing a threshold. The era of chatbots — AI that responds to a prompt and stops — is giving way to what Huang calls "agentic AI": systems that reason autonomously for hours or days, write and execute software, call external tools, and continuously improve.This isn't just a branding exercise. It represents a genuine architectural shift in how computing infrastructure must be designed. A chatbot query might consume milliseconds of GPU time. An agentic system orchestrating a drug discovery pipeline or debugging a complex codebase might run continuously, consuming CPU cycles to execute code, GPU cycles to reason, and massive storage to maintain context across thousands of intermediate steps. That demands not just faster chips, but a fundamentally different balance of compute, memory, storage and networking.Nvidia addressed this with the launch of its Agent Toolkit, which includes OpenShell, a new open-source runtime that enforces security and privacy guardrails for autonomous agents. The enterprise adoption list is remarkable: Adobe, Atlassian, Box, Cadence, Cisco, CrowdStrike, Dassault Systèmes, IQVIA, Red Hat, Salesforce, SAP, ServiceNow, Siemens and Synopsys are all integrating the toolkit into their platforms. Nvidia also launched NemoClaw, an open-source stack that lets users install its Nemotron models and OpenShell runtime in a single command to run secure, always-on AI assistants on everything from RTX laptops to DGX Station supercomputers.The company separately announced Dynamo 1.0, open-source software it describes as the first "operating system" for AI inference at factory scale. Dynamo orchestrates GPU and memory resources across clusters and has already been adopted by AWS, Azure, Google Cloud, Oracle, Cursor, Perplexity, PayPal and Pinterest. Nvidia says it boosted Blackwell inference performance by up to 7x in recent benchmarks.The Nemotron coalition and Nvidia’s play to shape the open-source AI landscapeIf Vera Rubin represents Nvidia's hardware ambition, the Nemotron Coalition represents its software ambition. Announced Monday, the coalition is a global collaboration of AI labs that will jointly develop open frontier models trained on Nvidia's DGX Cloud. The inaugural members — Black Forest Labs, Cursor, LangChain, Mistral AI, Perplexity, Reflection AI, Sarvam and Thinking Machines Lab, the startup led by former OpenAI executive Mira Murati — will contribute data, evaluation frameworks and domain expertise.The first model will be co-developed by Mistral AI and Nvidia and will underpin the upcoming Nemotron 4 family. "Open models are the lifeblood of innovation and the engine of global participation in the AI revolution," Huang said.Nvidia also expanded its own open model portfolio significantly. Nemotron 3 Ultra delivers what the company calls frontier-level intelligence with 5x throughput efficiency on Blackwell. Nemotron 3 Omni integrates audio, vision and language understanding. Nemotron 3 VoiceChat supports real-time, simultaneous conversations. And the company previewed GR00T N2, a next-generation robot foundation model that it says helps robots succeed at new tasks in new environments more than twice as often as leading alternatives, currently ranking first on the MolmoSpaces and RoboArena benchmarks.The open-model push serves a dual purpose. It cultivates the developer ecosystem that drives demand for Nvidia hardware, and it positions Nvidia as a neutral platform provider rather than a competitor to the AI labs building on its chips — a delicate balancing act that grows more complex as Nvidia's own models grow more capable.From operating rooms to orbit: how Vera Rubin's reach extends far beyond the data centerThe vertical breadth of Monday's announcements was almost disorienting. Roche revealed it is deploying more than 3,500 Blackwell GPUs across hybrid cloud and on-premises environments in the U.S. and Europe — the largest announced GPU footprint in the pharmaceutical industry. The company is using the infrastructure for biological foundation models, drug discovery and digital twins of manufacturing facilities, including its new GLP-1 facility in North Carolina. Nearly 90 percent of Genentech's eligible small-molecule programs now integrate AI, Roche said, with one oncology molecule designed 25 percent faster and a backup candidate delivered in seven months instead of more than two years.In autonomous vehicles, BYD, Geely, Isuzu and Nissan are building Level 4-ready vehicles on Nvidia’s Drive Hyperion platform. Nvidia and Uber expanded their partnership to launch autonomous vehicles across 28 cities on four continents by 2028, starting with Los Angeles and San Francisco in the first half of 2027. The company introduced Alpamayo 1.5, a reasoning model for autonomous driving already downloaded by more than 100,000 automotive developers, and Nvidia Halos OS, a safety architecture built on ASIL D-certified foundations for production-grade autonomy.Nvidia also released the first domain-specific physical AI platform for healthcare robotics, anchored by Open-H — the world's largest healthcare robotics dataset, with over 700 hours of surgical video. CMR Surgical, Johnson & Johnson MedTech and Medtronic are among the adopters.And then there was space. The Vera Rubin Space Module delivers up to 25x more AI compute for orbital inferencing compared with the H100 GPU. Aetherflux, Axiom Space, Kepler Communications, Planet Labs and Starcloud are building on it. "Space computing, the final frontier, has arrived," Huang said, deploying the kind of line that, from another executive, might draw eye-rolls — but from the CEO of a company whose chips already power the majority of the world's AI workloads, lands differently.The deskside supercomputer and Nvidia’s quiet push into enterprise hardwareAmid the spectacle of trillion-parameter models and orbital data centers, Nvidia made a quieter but potentially consequential move: it launched the DGX Station, a deskside system powered by the GB300 Grace Blackwell Ultra Desktop Superchip that delivers 748 gigabytes of coherent memory and up to 20 petaflops of AI compute performance. The system can run open models of up to one trillion parameters from a desk.Snowflake, Microsoft Research, Cornell, EPRI and Sungkyunkwan University are among the early users. DGX Station supports air-gapped configurations for regulated industries, and applications built on it move seamlessly to Nvidia's data center systems without rearchitecting — a design choice that creates a natural on-ramp from local experimentation to large-scale deployment.Nvidia also updated DGX Spark, its more compact system, with support for clustering up to four units into a "desktop data center" with linear performance scaling. Both systems ship preconfigured with NemoClaw and the Nvidia AI software stack, and support models including Nemotron 3, Google Gemma 3, Qwen3, DeepSeek V3.2, Mistral Large 3 and others.Adobe and Nvidia separately announced a strategic partnership to develop the next generation of Firefly models using Nvidia’s computing technology and libraries. Adobe will also build a cloud-native 3D digital twin solution for marketing on Nvidia Omniverse and integrate Nemotron capabilities into Adobe Acrobat. The partnership spans creative tools including Photoshop, Premiere Pro, Frame.io and Adobe Experience Platform.Building the factories that build intelligence: Nvidia’s AI infrastructure blueprintPerhaps the most telling indicator of where Nvidia sees the industry heading is the Vera Rubin DSX AI Factory reference design — essentially a blueprint for constructing entire buildings optimized to produce AI. The reference design outlines how to integrate compute, networking, storage, power and cooling into a system that maximizes what Nvidia calls "tokens per watt," along with an Omniverse DSX Blueprint for creating digital twins of these facilities before they are built.The software stack includes DSX Max-Q for dynamic power provisioning — which Nvidia says enables 30 percent more AI infrastructure within a fixed-power data center — and DSX Flex, which connects AI factories to power-grid services to unlock what the company estimates is 100 gigawatts of stranded grid capacity. Energy leaders Emerald AI, GE Vernova, Hitachi and Siemens Energy are using the architecture. Nscale and Caterpillar are building one of the world's largest AI factories in West Virginia using the Vera Rubin reference design.Industry partners Cadence, Dassault Systèmes, Eaton, Jacobs, Schneider Electric, Siemens, PTC, Switch, Trane Technologies and Vertiv are contributing simulation-ready assets and integrating their platforms. CoreWeave is using Nvidia's DSX Air to run operational rehearsals of AI factories in the cloud before physical delivery."In the age of AI, intelligence tokens are the new currency, and AI factories are the infrastructure that generates them," Huang said. It is the kind of formulation — tokens as currency, factories as mints — that reveals how Nvidia thinks about its place in the emerging economic order.What Nvidia's grand vision gets right — and what remains unprovenThe scale and coherence of Monday's announcements are genuinely impressive. No other company in the semiconductor industry — and arguably no other technology company, period — can present an integrated stack spanning custom silicon, systems architecture, networking, storage, inference software, open models, agent frameworks, safety runtimes, simulation platforms, digital twin infrastructure and vertical applications from drug discovery to autonomous driving to orbital computing.But scale and coherence are not the same as inevitability. The performance claims for Vera Rubin, while dramatic, remain largely unverified by independent benchmarks. The agentic AI thesis that underpins the entire platform — the idea that autonomous, long-running AI agents will become the dominant computing workload — is a bet on a future that has not yet fully materialized. And Nvidia's expanding role as a provider of models, software, and reference architectures raises questions about how long its hardware customers will remain comfortable depending so heavily on a single supplier for so many layers of their stack.Competitors are not standing still. AMD continues to close the gap on data center GPU performance. Google's TPUs power some of the world's largest AI training runs. Amazon's Trainium chips are gaining traction inside AWS. And a growing cohort of startups is attacking various pieces of the AI infrastructure puzzle.Yet none of them showed up at GTC on Monday with endorsements from the CEOs of Anthropic and OpenAI. None of them announced seven new chips in full production simultaneously. And none of them presented a vision this comprehensive for what comes next.There is a scene that repeats at every GTC: Huang, in his trademark leather jacket, holds up a chip the way a jeweler holds up a diamond, rotating it slowly under the stage lights. It is part showmanship, part sermon. But the congregation keeps growing, the chips keep getting faster, and the checks keep getting larger. Whether Nvidia is building the greatest infrastructure in history or simply the most profitable one may, in the end, be a distinction without a difference.