Big moves in the AI infrastructure race. NVIDIA's Vera Rubin superchip is ramping up production to serve Microsoft's Fairwater AI superfactories, with plans to scale across hundreds of thousands of units. We're looking at a massive buildout of compute capacity here.

The timeline matters: Rubin-based products hit the market starting H2 2026. By then, the major cloud providers—AWS, Google Cloud, Microsoft, and Oracle Cloud Infrastructure—will have deployed instances built on these chips. That's a coordinated push to make next-gen AI compute widely available across the cloud ecosystem.

What does this mean for infrastructure? Essentially, we're seeing the arms race for AI compute accelerate. The companies betting heavily on GPU-driven workloads, data center expansion, and model training will have more options. For anyone tracking the evolution of on-chain AI, oracle networks, or GPU-as-a-service models in crypto, this is background noise you should pay attention to—the traditional cloud infrastructure game is setting the pace.