News reporting focused on AI and machine learning, covering the companies behind these technologies, their real-world applications, and the ethical concerns they raise. This includes areas like generative AI (large language models, text-to-image and video), speech tech, and predictive analytics.
NVIDIA's Vera Rubin platform is ramping up with 300 global partners, delivering 10x more tokens per megawatt than Grace Blackwell NVL72 in benchmarks. CoreWeave, Google Cloud, Microsoft Azure, and Mistral are among early adopters. The platform's extreme co-design across seven chips and five rack trays achieves the highest performance per watt and lowest token cost for AI factories.
Microsoft and Mistral have expanded their strategic partnership with a multi-billion-dollar agreement to build AI infrastructure across Europe. Mistral will deploy thousands of Nvidia Vera Rubin GPUs, and Microsoft will use that capacity for its cloud and AI services. Mistral's Medium 3.5 and OCR 4 models are now available in Microsoft Foundry, with Medium 3.5 also in Copilot Studio. The deal targets regulated industries like finance, healthcare, and manufacturing, allowing companies to run Mistral models through Azure Local in the cloud, on-premises, or offline. Microsoft President Brad Smith emphasized Europe's need for powerful AI without sacrificing data control.
.jpg)
Nvidia is promoting its new Vera Rubin chip system, which combines CPUs and GPUs into a single platform. The company is positioning itself as a supplier of complete AI systems, not just GPUs. New benchmarks show significant performance and efficiency gains, with early customer OpenAI already using a rack.
Nvidia's Q1 revenue beat estimates at $81.62 billion, but CEO Jensen Huang highlighted the Vera chip as a $200 billion market opportunity beyond the $1 trillion from Blackwell and Rubin. Vera revenue is expected to hit $20 billion by fiscal year end, though Huang warned of supply constraints through the Vera Rubin lifecycle. The chip positions Nvidia against hyperscaler custom silicon and Intel/AMD in the inference race.
Google and NVIDIA announced new hardware at Google Cloud Next to reduce AI inference costs at scale. A5X instances on Vera Rubin NVL72 systems deliver 10 times lower cost per token and higher throughput. Features include confidential computing, agent platforms, and manufacturing tools used by OpenAI, CrowdStrike, and others.