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NVIDIA's next-generation rack-scale AI server platform, built around Vera CPUs and Rubin GPUs for large-scale AI training and inference workloads.
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CoreWeave now rents Nvidia's Vera Rubin NVL72 racks, with first customer Cognition reporting up to 4.8x the token throughput on SWE-2 inference. That figure is a best case from a single inference workload, and it is the only customer result behind the launch.
Reality
Nvidia is putting $1 billion into Nscale's $3.36 billion pre-IPO round, funding a customer still building most of its capacity. Buyers signing multi-year capacity deals should check how that build-out is paid for before they check the price.
Perspective Coverage
4 publishersReality
The London builder is reportedly seeking $3 billion while telling investors it can go from 831MW to about 11GW. Anyone booking 2027 compute should price the gap, not the headline.
Reality
The one measured number behind NVIDIA's tokens-per-megawatt pitch comes from Lambda's Blackwell cluster, where power reclaimed from static provisioning ran three extra nodes. Amazon's Annapurna Labs and d-Matrix got a line each.
Reality
Two Malaysian sites take Firmus past 900MW of contracted capacity, though five of its seven data centres are still unbuilt, which puts the scarce input in this trade on the grid side rather than the silicon side.
Reality
HRT went from new CoreWeave account to a multi-year, multi-billion-dollar commitment in about five months, and bought early access to NVIDIA's newest parts along the way.
Reality
Management says scale is starting to show up as operating leverage. The release as supplied gives a backlog, power figures and more than $14bn of fresh capital, but no margin numbers.
Reality