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Cloud-adoption signals and new HGX system roadmap suggest near-term demand for Nvidia AI accelerators, with potential incremental bookings from OCI deployments and future HGX Rubin NVL8 deployments.
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NVIDIA Vera Rubin NVL72 and Vera CPUs are now generally available on Oracle Cloud Infrastructure, signaling growing enterprise cloud adoption for advanced AI workloads. The plan to introduce HGX Rubin NVL8 systems targets faster frontier model training and improved inference efficiency. This collaboration could broaden NVIDIA's data-center footprint and lift demand for its accelerator technologies in the near term.
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