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August 29, 2026

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Nvidia expands its competitive advantage from GPUs to data orchestration in the Vera Rubin architecture

According to observers following the earnings release, Nvidia is expanding its advantage beyond GPUs into data orchestration in data centers. According to the company, the Vera Rubin architecture with Vera CPUs speeds up data flow between memory and GPUs by roughly 3×, which is becoming more important as gigawatt-scale data centers are built.