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Vera Rubin NVL72 is in production ramp across CoreWeave, Google Cloud, Azure, and OCI. Supply chain spans 350-plus factory sites across 30 countries. That's the deepest rack-scale manufacturing footprint Nvidia has ever stood up. Anyone seeing lead times compress yet?

NVIDIA RUBIN TEST RACKS REACH DOZENS OF CUSTOMERS: PRODUCTION OUTPACES BLACKWELL TLDR: Dozens of customers have reportedly received Vera Rubin test racks, with Nvidia aiming for large-scale production next year after redesigning the system to avoid Blackwell’s manufacturing [public link redacted]

the ceo of crwv is out there talking about being on "the right side" of the ai buildout. let's reason from first principles. you're either building the compute layer or you're renting it. coreweave is building it, nvda is supplying it, msft and meta are renting it. the physics [public link redacted]

US Market Hot Spots | Jul 22 Theme: AI Infra Full Acceleration 1 $NVDA – Vera Rubin NVL72 delivers 10× token throughput vs Grace Blackwell. Spectrum-6 switch (102.4Tbps) deployed by CoreWeave, Microsoft, Tesla, SpaceX AI across 350+ factory nodes. 2 $SMCI – Q4 backlog [public link redacted]

Cost goes down Usage goes up $CRWV $NVDA [public link redacted]

That's the beauty about the stock market. It's so tough and then Wella you have the easiest day ever to make money. The stocks I've been trading for bounces $NBIS, $MRVL, $INFQ, $SOFI, $CRWV etc. They all had amazing days. Also there was 2 days in a row where there was a

AI Daily Brief | July 22，2026 （Data From [public link redacted] Daily Report） AI infrastructure, computing power, semiconductors, and foundation models continue to accelerate, while energy and security emerge as the industry's next major challenges. Today's Highlights [public link redacted]

That's the beauty about the stock market. It's so tough and then Wella you have the easiest day ever to make money. The stocks I've been trading for bounces $NBIS, $MRVL, $INFQ, $SOFI, $CRWV etc. They had amazing days. Also there was 2 days in a row where there was a small

$IREN $NBIS $CRWV $CLSK $WULF $CIFR Don't chase. We sold off violently, this is just a violent bounce, things are going to cool off and bleed for at least next couple of months. Don't chase green candles. Stay rational. Slowly DCA.

CoreWeave just published the first measured silicon performance for NVIDIA Vera Rubin NVL72, showing up to 10× more tokens per second per megawatt than Blackwell while running DeepSeek-R1 at comparable interactivity. This does not mean Vera Rubin is automatically 10× faster [public link redacted]

$CRWV --- Market analysis notes CoreWeave has taken on substantial debt to finance massive AI datacenter construction, driving a sharp jump in interest expenses; for instance, Q1 interest outlays doubled year-over-year to $536 million, and full profitability remains elusive in [public link redacted]

CoreWeave's billing docs say it bills per GPU-hour, not per token. And CoreWeave has published a piece arguing that per-token pricing misleads buyers. That's a neocloud pushing back on the pricing model everyone assumes the sector is converging toward. Worth being precise about

Staff Software Engineer @ CoreWeave Skills needed: - Distributed systems - Go or Python - Kubernetes - Cloud infrastructure - System design Join a top-tier AI cloud company and build at scale. #Hiring #SoftwareEngineer #TechJobs