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The Vera Rubin platform is projected to generate 20% of data center revenue in the third quarter, totaling approximately $20 billion. This figure is more than double the $9 billion contribution forecasted by Morgan Stanley for the period. Nvidia also plans to raise prices for Vera Rubin and Grace Blackwell servers by 15% in early 2027.
The chipmaker expanded its partnership with Amazon, noting in its second-quarter report that AWS is deploying additional infrastructure. These steps come as the company accelerates the ramp of the Rubin line to meet sustained demand for AI computing.
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