1. Nvidia Unveils Vera Rubin AI System H2 2026
Nvidia has unveiled its next-generation AI system called Vera Rubin, expected to ship in the second half of 2026. The new system is designed to surpass Blackwell architecture. Analysts estimate Blackwell orders have exceeded $350 billion, with hyperscaler capex projected to reach $600 billion in 2026. Nvidia dominates ...