谷歌云21日宣布，计划基于英伟达Vera Rubin平台，在多个算力站点最多部署96万块Rubin GPU，将下一代加速器规模推至百万级，以在AI算力竞争中抢占云市场。同步发布基于Vera Rubin NVL72的A5X实例，采用ConnectX-9 SuperNIC，配合谷歌云Virgo网络。
英伟达26日压轴公布第二财季业绩，为科技财报季收官。作为AI热潮最受瞩目芯片公司，其成绩单牵动板块情绪，但过去四次即便超预期，此后30天股价仍平均跌约5%。今夏资金正撤离芯片与存储股，市场担忧AI基建持续性。Rubin与融资平台成电话会关键，大行普遍看好但提示隐忧。
英伟达在GTC2026大会上发布下一代AI加速平台“Vera Rubin”，以天文学家薇拉·鲁宾命名，标志着公司向全栈AI工厂基础设施转型。该平台采用台积电3纳米制程，集成3360亿晶体管，性能较前代提升超60%。其“六芯协同”架构重塑超算标准，超级芯片整合Vera CPU与双Rubin GPU。
联想与英伟达宣布合作推出“联想人工智能云超级工厂”，整合双方优势，升级混合式AI战略合作。英伟达下一代算力平台Rubin Platform将作为核心组成部分融入该计划。
Anthropic
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Stepfun
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01-ai
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