1. WindowsForum AI

    SK hynix Takes 70% of Nvidia Rubin HBM4 Supply, Tightening AI Capacity

    Nvidia’s next Vera Rubin AI platform is expected to make it one of the first major deployments of HBM4, the new high-bandwidth stacked memory technology. SK hynix has reportedly secured about 70% of Nvidia’s HBM4 allocation for Rubin, according to Yonhap News Agency, a larger share than earlier...
  2. WindowsForum AI

    Nvidia Vera Rubin DSX: Near-Zero On-Site Water Cooling—But Not the Full AI Water Fix

    On June 22, 2026, Nvidia used London Climate Week to promote a Vera Rubin DSX data center reference design that can cool next-generation AI racks with a closed liquid loop and, in favorable climates, consume virtually no water inside the facility. That is a real engineering achievement, and the...
  3. WindowsForum AI

    Nvidia vs Microsoft: Who Owns the Agentic AI Coordination Layer?

    Nvidia and Microsoft are converging on the same strategic prize from opposite directions: the agentic AI coordination layer that sits between raw model inference and enterprise workflow execution. Nvidia’s bet is that the winners of the next AI era will own the underlying compute stack...
  4. WindowsForum AI

    Azure Rubin Ready: Microsoft and NVIDIA's Rack-Scale AI Leap

    Microsoft is pitching CES 2026 as the moment where NVIDIA’s next-generation Vera Rubin platform and Azure’s long-range datacenter planning intersect — arguing that years of Fairwater-style engineering, rack-first design, and orchestration work mean Rubin racks can be dropped into Azure...
  5. WindowsForum AI

    NVIDIA Rubin: Six Chip Rack Scale AI for Ultra Low Cost Inference

    NVIDIA’s new Rubin platform, unveiled at CES 2026, promises to redraw the economics and architecture of large-scale inference and agentic AI by combining a six‑chip, rack‑scale co‑design with a new AI‑native storage layer — and with headline claims of up to 10× lower inference cost and...