Dell delivered the world's first Nvidia Vera Rubin NVL72 server rack to CoreWeave, a leading GPU cloud provider.
CoreWeave announced on Monday that it is the first AI cloud provider to deploy the Nvidia Vera Rubin platform. The deployment includes full system-level validation of the rack-scale architecture and broadens the company’s support for Nvidia’s latest AI hardware. CoreWeave stated that this advancement will help deliver better results for its customers, leveraging the power and performance capabilities of the Vera Rubin platform. Additionally, the deployment incorporates Micron Technology Inc.’s (MU) 7600 SSDs, which offer enhanced energy efficiency as part of one of the industry’s first rack-scale liquid-cooled NVMe storage solutions.
Shares of CoreWeave Inc. (CRWV) gained in Monday’s pre-market trading session after the company took delivery of the world’s first Nvidia Vera Rubin NVL72 server rack from Dell Technologies Inc. (DELL). In a post on X, Dell wrote: “The world’s first @nvidia Vera Rubin NVL72 server rack is here. We’re thrilled to deliver the first working, liquid-cooled @Dell PowerEdge XE9812 for @CoreWeave. Built for the next era of AI infrastructure,” Following the announcement, CRWV shares rose more than 5% in pre-market trading, while DELL shares climbed approximately 1%.
“With patent-pending innovations like Valvey and Racky, CoreWeave has done the full-stack orchestration work to enable Vera Rubin to perform the way it was designed to, not just in a lab, but at production scale for the world's most demanding AI teams,” said Chen Goldberg, executive vice president of Product & Engineering at CoreWeave.
Coinciding with the deployment news, Nvidia announced on Monday that the Vera Rubin platform has entered a full production ramp. Vera Rubin-based systems are now being manufactured at scale by Taiwan’s top server makers and global supply chain leaders, supporting AI labs, cloud providers, and hyperscalers as they develop the next wave of artificial intelligence. “Vera Rubin was built for this moment — an AI factory engine that delivers intelligence at scale, with the performance, efficiency and security needed to power the next industrial revolution,” said Nvidia CEO Jensen Huang.
Vera Rubin represents the latest generation of Nvidia’s MGX rack-scale architecture. The platform leverages hundreds of supply chain partners worldwide, including 150 in Taiwan, with production expanding through more than 350 factories across 30 countries.
Regarding market reaction, retail sentiment on Stocktwits around CoreWeave trended in the ‘neutral’ territory at the time of writing. Year-to-date, CRWV stock is up 53%, while DELL stock has gained 234%. Nvidia shares have risen 13% during the same period, and Micron shares are up 240%. Broader market benchmarks show the Invesco QQQ Trust (QQQ) up 42% over the past 12 months, and the iShares U.S. Technology ETF (IYW) up 59%.
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