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Bitcoin miners chase AI demand, Nvidia says Rubin has begun production
NVIDIA CEO Jensen Huang announced at CES that the company’s next-generation Vera Rubin AI platform has been fully deployed and will be released later this year. The platform aims to deliver five times the AI computing power of the previous generation, with flagship servers equipped with 72 GPUs and 36 CPUs, scalable to clusters of over 1,000 chips. Huang emphasized that although the number of transistors has increased only 1.6 times, the efficiency of AI token generation has improved by approximately 10 times due to the adoption of proprietary data formats. This infrastructure race is impacting Bitcoin miners, who are transitioning to provide power and data center space for more stable AI workloads, but competition from hyperscale data centers is driving up costs. NVIDIA also announced a new type of integrated optical switch for large-scale system integration, with CoreWeave, Microsoft, Oracle, Amazon, and Alphabet expected to be the first adopters.