英伟达CEO黄仁勋在行业交流会上表示，季度营收逼近千亿美元但增长仍在加速。管理层回应ASIC竞争加剧及产品路线图质疑，重申AI算力核心竞争力，并对下一代旗舰架构Rubin Ultra推迟至2028年的传闻作出澄清。
微软与挪威数据中心Nscale达成协议，租用其位于北极圈内的算力资源，该数据中心原为OpenAI“星门计划”准备。协议涉及额外租用3万块英伟达Vera Rubin芯片，扩展了微软此前在该园区62亿美元的投资计划。OpenAI曾考虑在此合作支持AI项目。
英伟达在2026年GTC大会上宣布推出“太空计算服务”，将AI推理能力扩展至近地轨道，为卫星和空间站提供算力支持。其核心技术包括针对太空严苛环境定制的Space-1 Vera Rubin模块等硬件组合，以应对尺寸、重量和功耗的极端限制。
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。
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