Alpha Binwani Capital: “CoreWeave (CRWV) said it has become the first AI cloud provider to validate and deploy Nvidia’s (NVDA) multi-rack Vera Rubin NVL72 platform, linking hundreds of Rubin GPUs into a unified, rack-scale cluster for AI workloads. Each NVL72 rack combines 72 Rubin GPUs, 36 Vera CPUs, NVLink 6, ConnectX-9 SuperNICs and BlueField-4 DPUs, while Nvidia’s Spectrum-X Ethernet enables scalable, non-blocking networking that can support about 128,000 GPUs per rail. CoreWeave said the system will help customers building agentic AI scale models faster and improve productivity, while its modular design enables capacity to be added without redesigning the network fabric. The company also introduced cross-region write acceleration and an Archive tier for CoreWeave AI Object Storage”
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