CES 2026: Nvidia’s Vera Rubin Turns Data Centers into Full-Scale AI Factories – ( $NVDA $MSFT $META $AMZN )

Nvidia (NVDA) used the CES 2026 stage to debut its Vera Rubin platform as the next “AI factory” workhorse, promising more intelligence per watt, per rack, and—crucially for Wall Street—per dollar of tokenized text. By fusing a new Vera CPU with Rubin GPUs and high-speed networking into a single rack-scale system, the company is pitching Rubin as the upgrade path for an AI boom that has no intention of acting its age.

A New Star in Nvidia’s AI Constellation

• The Vera Rubin superchip marries one Vera CPU with two Rubin GPUs in a single package, tightening the link between data wrangling and model training.
• Nvidia says Rubin-based systems can train large mixture-of-experts models with roughly one-quarter the number of GPUs used by its Blackwell generation, slashing token costs by up to a factor of ten.

Six Chips Walk Into a Rack

• Rubin is framed as “six chips that make one AI supercomputer,” bundling Vera CPU, Rubin GPU, NVLink switch, ConnectX-9 SuperNIC, BlueField-4 DPU, and Spectrum-X Ethernet into a single, cohesive platform.
• These parts come together inside the Vera Rubin NVL72, a server that crams 72 GPUs into one system and can be tiled into DGX SuperPODs for cloud-scale deployments.

Speed, Cost, And The Fine Art of GPU Dieting

• Nvidia claims Rubin can deliver up to five times the AI training compute of Blackwell, while cutting the GPUs needed for similar mixture-of-experts work by roughly fourfold.
• For inference, Rubin systems are pitched as offering as much as five times the performance and around one-tenth the cost per token versus prior-generation platforms—enough to make CFOs briefly consider poetry.

From Las Vegas to the Cloud

• Vera Rubin is already in production, with the first commercial systems expected to roll into data centers in the second half of 2026.
• Cloud heavyweights including Microsoft (MSFT), Amazon (AMZN), and Meta (META) are lining up to deploy Rubin-based infrastructure, reinforcing Nvidia’s role as AI’s de facto toll collector even as talk of an “AI bubble” refuses to leave the casino floor.

Agentic AI, Confidential Computing, And A Subtle Flex

• Vera Rubin is designed for “agentic AI” and advanced reasoning systems, pairing the Vera CPU’s data-movement focus with Rubin GPUs tuned for transformer-era workloads.
• The platform adds third-generation confidential computing and rack-scale trusted execution, giving enterprises a way to chase trillion-parameter models without leaving their compliance teams entirely humorless.

The Sources

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