NVIDIA's next-generation rack-scale AI server platform, built around Vera CPUs and Rubin GPUs for large-scale AI training and inference workloads.
Intel named Crescent Island the GPU D-Series at OCP 2026, a 350W air-cooled PCIe card with up to 480GB of LPDDR5X. Tom's Hardware reported a 1.3 PFLOPS FP8 peak target and 1.5 TB/s of bandwidth; customer sampling is in progress.
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Nscale's IPO filing counts $103.4 billion in active and contracted AI compute deals, with only about $2.6 billion of it active. Teams renting GPUs from smaller clouds should check whether their capacity is running yet and how the provider will pay to build the rest.
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CoreWeave now rents Nvidia's Vera Rubin NVL72 racks, with first customer Cognition reporting up to 4.8x the token throughput on SWE-2 inference. That figure is a best case from a single inference workload, and it is the only customer result behind the launch.
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Nvidia is putting $1 billion into Nscale's $3.36 billion pre-IPO round, funding a customer still building most of its capacity. Buyers signing multi-year capacity deals should check how that build-out is paid for before they check the price.
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The London builder is reportedly seeking $3 billion while telling investors it can go from 831MW to about 11GW. Anyone booking 2027 compute should price the gap, not the headline.
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The one measured number behind NVIDIA's tokens-per-megawatt pitch comes from Lambda's Blackwell cluster, where power reclaimed from static provisioning ran three extra nodes. Amazon's Annapurna Labs and d-Matrix got a line each.
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Two Malaysian sites take Firmus past 900MW of contracted capacity, though five of its seven data centres are still unbuilt, which puts the scarce input in this trade on the grid side rather than the silicon side.
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HRT went from new CoreWeave account to a multi-year, multi-billion-dollar commitment in about five months, and bought early access to NVIDIA's newest parts along the way.
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Management says scale is starting to show up as operating leverage. The release as supplied gives a backlog, power figures and more than $14bn of fresh capital, but no margin numbers.
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