2026-01-05 22:43:42

Big moves in the AI infrastructure race. NVIDIA's Vera Rubin superchip is ramping up production to serve Microsoft's Fairwater AI superfactories, with plans to scale across hundreds of thousands of units. We're looking at a massive buildout of compute capacity here.

The timeline matters: Rubin-based products hit the market starting H2 2026. By then, the major cloud providers—AWS, Google Cloud, Microsoft, and Oracle Cloud Infrastructure—will have deployed instances built on these chips. That's a coordinated push to make next-gen AI compute widely available across the cloud ecosystem.

What does this mean for infrastructure? Essentially, we're seeing the arms race for AI compute accelerate. The companies betting heavily on GPU-driven workloads, data center expansion, and model training will have more options. For anyone tracking the evolution of on-chain AI, oracle networks, or GPU-as-a-service models in crypto, this is background noise you should pay attention to—the traditional cloud infrastructure game is setting the pace.

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NotSatoshi

· 01-08 15:29

I think Vera Rubin is really here, and the GPU arms race has just begun. Nah, 2026 is still in the future; the key is who can lower costs first. The collaboration among cloud providers, to put it simply, is they are afraid of one being dominant, but they all need chips... Quite interesting. Wait, how big of an impact can this have on on-chain GPU services? It seems traditional cloud services will still dominate. By the way, NVIDIA is about to take off again, this business is too lucrative. Why is there still no news from regulators? Let them keep piling up like this... HODL chip stocks, right? Anyway, AI infrastructure is definitely going to happen.

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AirdropBlackHole

· 01-08 06:37

Wow, is Nvidia about to take off again? It took 26 years to go public, can I wait that long... Vera Rubin is really fierce this time, Microsoft’s cafeteria needs to be well-fed. Million-level GPU scale, on-chain AI is about to be beaten, no lie. Wait, cloud providers collaborating on deployment... Are they aiming to monopolize computing power?

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FOMOSapien

· 01-05 23:12

NGL Vera Rubin, if this wave of production capacity ramps up, by 2026 cloud vendors' shipments are probably going to slap a lot of small projects in the face... Traditional infrastructure is still the big boss.

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RugDocDetective

· 01-05 23:08

Nvidia is really holding back a big move. If Vera Rubin truly rolls out in 2026, the chip war will never end.

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BottomMisser

· 01-05 23:05

NGL, big tech is really ramping up now. If this trend continues, by 2026, chip production capacity alone will have exploded...

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GasGuru

· 01-05 23:03

NGL Vera Rubin's capacity planning is a bit impressive this time, with Microsoft Fairwater directly taking off... It won't be able to be scaled up until the second half of 2026, so the time window is quite long.

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GateUser-addcaaf7

· 01-05 22:52

It's Nvidia and Microsoft again... This time, they're really going all out, pouring hundreds of thousands of chips directly in. See you in 2026 for the real show.

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MeaninglessApe

· 01-05 22:48

Vera Rubin chip mass production... Once again NVIDIA is positioning itself, and this time Microsoft's Fairwater project is also joining the fun. Whether they can keep up when it truly rolls out in the second half of 2026 remains to be seen.

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