$Microsoft(MSFT)$ Nvidia's Ver

$Microsoft(MSFT)$ Nvidia's Vera Rubin AI platform is now in production, with over 300 global partners across 350 manufacturing facilities in 30 countries. Major customers like CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure, and Mistral are deploying the rack-scale system, which points to strong demand for next-gen AI infrastructure. The stock was up 2% recently as semis saw a rebound.

Benchmark results from CoreWeave show the Vera Rubin NVL72 delivers 10 times the performance per megawatt compared with the Grace Blackwell NVL72 when running DeepSeek-R1. The platform integrates seven chips and five rack trays into a unified system, eliminating cables, fans, and hoses within the tray. This reduces compute tray assembly time to about one minute and enables more efficient liquid cooling.

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