Nvidia shared new details about Vera Rubin, its computing platform for AI data centers, at the CES tech conference in Las Vegas on Monday. The system is now in production and will ship in the second half of 2026. According to CNN, the release could shape the future of AI given the industry’s heavy reliance on Nvidia technology.
New Storage System Targets AI Demands
Nvidia says Vera Rubin introduces a new storage system. The goal is to help AI models handle complex requests more quickly. The company claims its upcoming server rack, called Vera Rubin NVL72, provides more bandwidth than the entire internet.
CEO Jensen Huang explained the shift from chatbots to AI agents on stage. A video showed a person building a personal assistant using a tabletop robot connected to multiple AI models. The robot could recall to-do lists and even tell a dog to get off the couch. Huang said such tasks were unimaginable years ago but are now simple with large language models.
Dion Harris, Nvidia’s senior director of high-performance computing and AI hyperscale solutions, told reporters the bottleneck is shifting from compute to context management. He added that storage can no longer be an afterthought.
Major Cloud Providers Will Deploy Platform
Microsoft, Amazon Web Services, Google Cloud and CoreWeave will be among the first to deploy Vera Rubin. Computing companies like Dell and Cisco plan to add the new chips to their data centers. AI labs including OpenAI, Anthropic, Meta and xAI are expected to use the technology for training and queries.
Competition and Spending Concerns Grow
Nvidia became the world’s first $5 trillion company last year. But the company faces concerns about an AI bubble and growing competition. Google and OpenAI are developing their own chips to reduce reliance on Nvidia. Chipmaker AMD also competes in the space.
Meta, Microsoft and Amazon have spent tens of billions on AI infrastructure this year. McKinsey & Company expects companies to invest nearly $7 trillion in data center infrastructure globally by 2030. Ben Barringer of Quilter Cheviot said nobody wants to be beholden to Nvidia. Companies are trying to diversify their chip footprint.
Huang addressed funding questions in his opening remarks. He said companies are shifting budgets from classical computing to artificial intelligence. That is where the money is coming from, he said.
