英伟达交付Vera Rubin AI平台样品，下半年将启动量产

Group 1 - Nvidia announced the delivery of samples for the next-generation AI data center platform, Vera Rubin, with mass production expected to start in the second half of 2026 [1][3] - The Vera Rubin platform features significant performance upgrades, including an 88-core Vera CPU, 288GB HBM4 memory, and 128GB GDDR7 Rubin CPX GPU, among other advanced components [3][4] - Nvidia is requiring partners to complete hardware and software stack adaptations in advance, with various partners receiving different components, including complete NVL72 VR200 systems [4] Group 2 - The modular design of the Rubin platform enhances reliability and maintainability compared to the previous Blackwell platform, with expectations for widespread deployment among major cloud service providers [4]