NVIDIA Vera Rubin platform, Vera CPU & NemoClaw (GTC 2026)
Key Questions
What is NVIDIA's Vera Rubin platform?
Rubin includes R100/B300 chips and the Vera CPU with NemoClaw, positioned against TPU v8 and Cerebras at GTC 2026.
How strong was NVIDIA's Q1 infrastructure demand?
NVIDIA confirmed a robust Q1 infra boom driven by data center growth and AI infrastructure momentum.
What partnerships support NVIDIA's Physical AI efforts?
Kawasaki is collaborating with NVIDIA, Analog Devices, Microsoft, and Fujitsu on a new Silicon Valley Physical AI Center.
Rubin R100/B300 and ecosystem vs TPU v8/Cerebras; Q1 infra boom confirmed. China scrutiny ongoing.
Sources (2)
Updated May 25, 2026