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Wired AI · 2026/7/21 15:00:00
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Nvidia Wants to Own Every Chip Inside AI Data Centers
AI 中文解读
英伟达这次野心不小——它想用自己的芯片,包揽AI数据中心里的所有计算任务。最新发布的Vera Rubin平台,不再只是专注做显卡(GPU),而是把CPU(中央处理器)和GPU打包成一个完整系统,等于给AI服务器安了个“大脑总管”。简单说,过去英伟达靠GPU帮公司训练大模型,现在它觉得光有“大力士”不够,还得有个“总指挥”来调度数据、管理网络和软件任务。这套新系统采用液冷散热,插上就能用,比以往产品省事很多,而且消息称OpenAI已经用上了一台。英伟达还单独卖CPU,据说最快今年8月就能给中国客户供货。对普通用户来说,这意味着AI服务的性能更强、成本更低——公司训练模型更省钱,最终我们用到的AI助手、图像生成工具反应更快,价格也可能更便宜。当然,芯片供应链的变化也可能让国内厂商更多选择英伟达的CPU,影响整个行业格局。
Lauren GoodeBusinessJul 21, 2026 11:00 AMNvidia Wants to Own Every Chip Inside AI Data CentersNvidia’s Vera Rubin platform combines CPUs and GPUs into a single system, reflecting the company’s growing ambition to power every layer of AI infrastructure.Courtesy of NvidiaCommentLoaderSave StorySave this storyCommentLoaderSave StorySave this storyNvidia is hyping up its new Vera Rubin chip system this week, revealing new performance benchmarks for the GPU and CPU combo ahead of rival AMD’s annual product event in San Francisco on Thursday.During a lengthy technical workshop last week at the company’s headquarters in Santa Clara, California, Nvidia executives boasted to a small group of journalists about the chip system’s increased power and efficiency capabilities. The biggest takeaway: Nvidia, which has long specialized in making GPUs, is increasingly trying to position itself as a supplier of CPUs that can power AI agents.While GPUs are still the main hardware that companies use to train and run their AI models, the industry's shift toward more complex, agentic systems has increased demand for CPUs, which can orchestrate data flows, networking, and other software tasks. That's likely one reason Nvidia has been eager to promote itself as a supplier of complete AI systems rather than just AI chips.Vera Rubin is Nvidia’s successor to its hybrid superchip system Grace Blackwell and represents the linchpin of its near-term future powering the AI industry. It’s designed to offer one CPU for every two GPUs. In a single Vera Rubin NVL 72 super chip system, there are 36 Vera CPUs for every 72 Rubin GPUs. Nvidia is also selling the Vera CPU as a stand-alone product, and it has reportedly told Chinese customers these could be ready as soon as August.The CPU chip Nvidia is using for its new Vera Rubin hardware system.
Courtesy of NvidiaNvidia executives emphasized that its new Vera Rubin NVL72 racks—a stack of chips packed into a single liquid-cooled platform—are much more “plug-and-play” than some of its earlier products. During a brief tour of a Nvidia data center lab in Silicon Valley, Nvidia executives shared that OpenAI already has one Vera Rubin rack in use.Nvidia CEO Jensen Huang didn’t make an appearance at the workshop in Santa Clara last week; he was in Japan announcing the chipmaker’s new partnerships with a number of Japanese firms to develop AI for robotics. The briefings were instead led by Ian Buck, Nvidia’s longtime vice president of accelerated computing and the architect behind the company’s CUDA software.“We’re on a road map to crank out new architectures, not just GPUs but CPUs,” Buck told reporters. “We’re going to keep innovating, because it’s do this or die in Silicon Valley.”The meetings were held in Huang’s executive briefing center, where multiple desks nearby were piled with bags of Taiwanese snacks that the CEO brought back from his recent trip to Computex, a massive annual semiconductor trade show in Taipei, an Nvidia spokesperson told WIRED.A rack containing Nvidia’s Vera CPUs, which are designed to pair with the company’s next-generation Rubin GPUs in AI data centers.
Courtesy of NvidiaNvidia claims that the Vera Rubin NVL72 system will process 10 times as many tokens per watt as the company’s Grace Blackwell super chip. The company says that its Vera CPU is faster at processing agentic AI tasks compared to rival CPUs from AMD and Intel (though the tests it ran to support those benchmarks appears to have used slightly older generations of its competitors’ CPUs). Localized memory subsystems on the new chips will also offer nearly three times as much memory bandwidth as Blackwell, which will likely be an appealing feature to many companies amid an ongoing shortage of high-bandwidth memory.Nvidia says it has also significantly reduced the number of cables needed to connect its chips to racks in multi-rack server systems, to the point where the company is touting Vera Rubin as “cable-free compute” and “hot-swappa
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