Nvidia Vera Rubin platform
Post-Blackwell rack-scale roadmap
Layers as clusters, money as arcs, brand marks on the biggest stars
AI Intelligence Graph
Starting the view
Follows the graph · 1 entity
Full file coming soon. Nvidia Vera Rubin platform's links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview
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answers only from the graph's sourced facts, with citationsForecast record
No forecast published here yet. Each one names its basis and the date it resolves, is scored afterwards, and the hit rate shows here in public once the first resolves.
L2 Chips · Accelerator · USA
Nvidia Vera Rubin platform
Post-Blackwell rack-scale roadmap
Part of
- Links
- 4
- Deals from filings
- 0
- Exposed if it fails
- 0
- 0 within 2 steps
- It depends on
- 2
- 10 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
What it is
Vera Rubin (Rubin GPU + Vera CPU) is Nvidia's 2026 successor to Grace Blackwell, moving to HBM4 and TSMC N3. It matters because the entire downstream capex cycle (power, cooling, networking, HBM) is timed to Nvidia's annual cadence, making the roadmap itself a demand-shaping node.
Pick a link to move the graph there: · · ·
Connections4 links
Pulled 28 Oct 2026 · AI Systems Map links
Its suppliers
2Rivals
1Designs
1Compare two: what Nvidia Vera Rubin platform shares with another entity
Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.
News and events1 item
- 16 Mar 2026NVIDIANVIDIA Vera Rubin Platform: Seven Chips, Five Racks, One AI Supercomputernews
Wider news feed: not collected yet
Today this lists events taken from filings and this site's own AI updates. A news feed with entity linking (who did what, on which date, from which source) is next, so every move lands on the right company.
Data sources1 source
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| AI Systems Map links4 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.