NVIDIA
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Nvidia stock is up more than 100% since the unveiling of its first rack-scale server system for AI data centers, Grace Blackwell, with insatiable demand for compute from the likes of Amazon, Google, Microsoft and Meta. Now, it’s poised to ship its next generation AI system, Vera Rubin, later this year. With 1.3 million components from more than 80 suppliers across at least 20 countries, making the system involved monumental orchestration — yet the system is simpler and more module for ease of install and repairs. Nvidia says it uses about twice as much power as Grace Blackwell, but puts out ten times more performance per watt. Later this year, Nvidia will face growing competition when AMD releases its first rack-scale system, Helios. CNBC’s Katie Tarasov got a first look at Vera Rubin to see how it all came together, and whether competitors like AMD could ever catch up.
Chapters:
0:00 Introduction
1:50 More than a million parts
4:05 Inside Vera Rubin
6:05 Cooling, power, connectivity
9:53 Pricing, competition and what’s next
Produced and Shot by: Katie Tarasov
Edited by: Erin Black
Camera by: Marc Ganley
Senior Director of Video: Jeniece Pettitt
Animation: Jason Reginato, Andrea Schmitz
Additional Footage: AMD, Getty Images, Nvidia, Samsung
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