Nvidia is investing up to $100 billion in a partnership with OpenAI that will result in what Nvidia CEO Jensen Huang predicts will be “the biggest AI infrastructure deployment in history.” The project will use about 10 gigawatts worth of Nvidia systems — including the upcoming Vera Rubin platform — power equivalent to 4 million to 5 million GPUs. “This partnership is about building an AI infrastructure that enables AI to go from the labs into the world,” Huang said on CNBC’s “Halftime Report,” explaining the $100 billion will be invested in stages as each gigawatt is deployed. The investment will be all-cash with Nvidia receiving an undisclosed amount of OpenAI equity. Continue reading Nvidia Investing $100 Billion in OpenAI Data Center Build-Out

Nvidia has designed a new class of GPU for massive-context inference, the Rubin CPX, due in late 2026. Purpose-built to speed the million-token applications used to generate video and create software, the Rubin CPX functions as a specialty accelerator, working in concert with Nvidia Vera CPUs and Rubin GPUs packaged inside the upcoming Vera Rubin NVL144 CPX rack platform. “The Vera Rubin platform will mark another leap in the frontier of AI computing,” revolutionizing massive-context AI just as RTX did graphics and physical AI, said Nvidia CEO Jensen Huang. Continue reading Nvidia Says Rubin CPX Inference Accelerator Coming in 2026

The U.S. Department of Energy has commissioned Dell to deliver its next supercomputer, expected to come online in 2026. Referred to as Doudna, in honor of the Nobel Prize-winning biochemist Jennifer Doudna, it is also known as NERSC-10 for its home at the DOE’s National Energy Research Scientific Computing Center at Lawrence Berkeley National Laboratory in Berkeley, California. Powered by Nvidia’s new Vera Rubin platform, Doudna will be optimized for AI workloads and aims to deliver a greater than tenfold speed boost over NERSC’s current flagship machine, Perlmutter, while using only 2-3x the power. Continue reading Dell Is Building Next DOE Supercomputer, Powered by Nvidia