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CMB Stock News Of The Day đ°đď¸đď¸đđ
- Yung Goonie
- Jan 6
- 2 min read
âNvidiaâs Partners Rush to Highlight Their Role in the Vera Rubin AI Rolloutâ đ¨đ¨đ¨
Everybody wants a seat on the Vera Rubin rocket ship.
After Nvidia CEO Jensen Huang confirmed that the companyâs next-generation Vera Rubin AI chips are now in full production, a wave of announcements quickly followed from Nvidia partners eager to underline their involvement in the rollout. The flurry of news helped push several partner stocks meaningfully higher on Tuesday, before some gains were later pared.
Nvidia-backed Nebius ($NBIS) said it plans to deploy the NVIDIA Rubin platform through Nebius AI Cloud and the Nebius Token Factory, aiming to unlock next-generation reasoning and agentic AI capabilities for customers beginning in the second half of 2026. Shares of Nebius rose 2.05% to $94.73 as investors reacted to the announcement.
CoreWeave ($CRWV), another Nvidia-backed cloud infrastructure provider, also moved to reassure the market of its close ties to the Rubin launch. The company said it expects to be among the first cloud providers to deploy the NVIDIA Rubin platform in H2 2026, offering customers greater flexibility and choice as AI workloads scale. CoreWeave shares dipped 1.54% to $75.68, though the companyâs strategic positioning remains closely linked to Nvidiaâs AI roadmap.
Meanwhile, Super Micro Computer ($SMCI) highlighted its role on the hardware side, announcing expanded manufacturing capacity and enhanced liquid-cooling capabilities in collaboration with Nvidia. The upgrades are designed to support first-to-market, data centerâscale solutions optimized for the NVIDIA Vera Rubin and Rubin platforms, reinforcing Super Microâs position as a key infrastructure partner.
Taken together, the announcements underscore how central Nvidiaâs Rubin platform is becoming to the broader AI ecosystem. As full production ramps and deployment timelines come into focus, partners across cloud, hardware, and AI services are racing to align themselves with what many investors see as the next major leap in AI computing.
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