INFRASTRUCTURE◐ DEVELOPINGM · Material▲ Rising
Vera Rubin Ships This Fall: 8 Clouds, Cheaper Tokens, Triple Bandwidth
Jun 28, 2026SOURCE: techtimes.com
SO WHAT
The window is still open: AI capability is getting materially cheaper, but it is still being routed through a small set of cloud gatekeepers.
Production shipments of NVIDIA's Vera Rubin platform begin this fall at all eight confirmed cloud partners, including AWS, Google Cloud, Microsoft Azure, Oracle Cloud, and CoreWeave. HBM4 triples bandwidth and lowers token costs by 10x, compressing the economics of advanced inference.
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