Nvidia's AI advantage is moving beyond the GPU

Nvidia's advantage is expanding beyond GPUs to the systems that surround them, as gigawatt-scale AI compute makes orchestration increasingly complex. The company is rolling out its Vera Rubin architecture, pairing the Rubin GPU with the Vera CPU, Groq 3 LPX inference accelerator, and storage and networking racks; Nvidia's Jason Hardy said Vera delivered upwards of 3x improvement in data orchestration operations. Competition is shifting to this new layer, where Nvidia appears to hold a commanding early lead.