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Thinking Machines Lab

Thinking Machines Lab

AI Research Startup (Public Benefit Corporation)

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Nvidia's generational GPU leaps reshape who controls AI infrastructure

New Capabilities

Nvidia's anchor customer for gigawatt-scale Vera Rubin deployment

Nvidia has spent four years on an annual architecture cadence that no semiconductor company has sustained before. At GTC 2026, chief executive Jensen Huang unveiled the Vera Rubin platformโ€”a system built around a single graphics processing unit that delivers 50 petaflops of inference compute, roughly five times the performance of its Blackwell predecessor, while claiming to cut the cost of generating each AI token by a factor of ten. In the same keynote, Huang launched NemoClaw, an open-source software platform that lets any company deploy autonomous AI agents across its operations without being locked into a specific cloud provider's hardware.

Updated 14 hours ago