NVIDIA Vera Rubin systems
First Vera Rubin NVL72 systems received; the team is validating them before offering them to customers.
What it is
Nebius is testing NVIDIA's next GPU platform, Vera Rubin NVL72, before offering it as a production service. It is also adding NVIDIA Vera CPUs for agent and tool-calling workloads.
Why it matters to the stock. Newer GPU generations drove the higher pricing on Q2 deals, so the production timing of Vera Rubin matters for future pricing.
News
CoreWeave adds Nvidia Vera Rubin to its cloud for second-half 2026
CoreWeave said it will add Nvidia's Rubin platform to its AI cloud and expects to be among the first cloud providers to deploy it in the second half of 2026.
Product