NVIDIA has entered the sampling phase for its 'Rubin' architecture, the successor to the Blackwell generation. This move signals a strategic pivot toward holistic "AI Factories." The company intends for these factories to operate an entire data center as a single, unified computer.
The new platform re-architects compute, memory, and networking to maintain dominance in high-end AI infrastructure. The Rubin architecture will be complemented by the new 'Vera' CPU. It will be the first platform to feature HBM4 memory, providing 288GB of capacity and 13.5 TB/s of bandwidth.
The technology rollout occurs while NVIDIA's stock experienced a decline. This drop was influenced by a broader tech sector selloff, Oracle’s recent earnings, and general investor caution. The market movement highlights a disconnect between current sentiment and the company's long-term technology trajectory.