Vera Rubin
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The Motley Fool compares SpaceX and Nvidia, arguing the key is which can more predictably turn AI spending into profit. Nvidia's Q2 revenue hit $96.2 billion, up 106% year over year, with data center at $89 billion, as it transitions from Blackwell to the Vera Rubin platform.
At CoreWeave Fully Connected, CoreWeave announced production availability of NVIDIA Vera Rubin NVL72 systems with Spectrum-X Ethernet networking, with Cognition as the first customer running production workloads. Early tests showed Vera Rubin achieving 4.8x higher token throughput versus GB200 NVL72. CoreWeave also launched CoreWeave Forge and plans to offer NVIDIA Vera, a CPU built for AI agents.
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