Rubico Inc.

CoreWeave shares climb as Nvidia Rubin cluster goes online

CoreWeave Inc (NASDAQ:CRWV) shares rose 4.5% Wednesday after the AI cloud provider deployed a multi-rack Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) Vera Rubin NVL72 cluster and introduced new storage capabilities. The deployment brings hundreds of Nvidia Rubin GPUs into a single cluster designed...

It’s All About the GPUs — 70% of Nvidia’s AI Supercomputer Cost Goes to Vera Rubin Chips

Inside Nvidia's newest rack-scale AI supercomputer, a single line item on the bill of materials is swallowing the lion's share of a $4 million build, and it tells you exactly who wins and loses as hyperscalers race to spend $1.3 trillion on AI infrastructure in 2027.

SpaceX Moves on Musk Comments; Oracle Drops on Ellison Plan | Stock Movers

On this episode of Stock Movers: - Baldwin (BWIN) shares are moving as Michael Dell's family office and Sequence Holdings teamed up to acquire Baldwin Insurance Group Inc. in an all-cash deal valued at $7.7 billion. - SpaceX (SPCX) shares are moving after the Chief Executive Elon Musk said Sunday on social media platform X that he is "highly confident" the company will launch Nvidia's (NVDA) Vera Rubin NLV72 artificial intelligence computers in space next year. - Oracle (ORCL) shares are lower as Chairman Larry Ellison canceled his plan to sell as many as 50 million shares in the tech company, a holding worth $7.5 billion.

Rubio: US won’t strike drug traffickers - The Arkansas Democrat-Gazette

Amazon Triples Its NVIDIA GPU Orders to 3 Million Chips as AI Demand Surges

Amazon.com, Inc. (NASDAQ:AMZN) and NVIDIA Corporation (NASDAQ:NVDA) announced an expanded deal on August 26 that will bring an additional 2 million Nvidia GPU processors to Amazon data centers, building on AWS’s earlier plan to add more than 1 million NVIDIA GPUs starting in 2026. The new processors, which include NVIDIA’s Blackwell Ultra, Rubin and Rubin […]

Ellen Rubin Joins Quanta Services Board of Directors

Quanta Services, Inc. (NYSE: PWR) announced today the appointment of Ellen Rubin to the company's Board of Directors. She brings deep expertise in a wide range of technology matters, along with executive-level leadership and public company board experience, to Quanta's board.

Rubis Turns Expensive Oil Into a Guidance Upgrade

The French energy distributor lifted its 2026 profit outlook after first-half EBITDA jumped 18%, sending the shares sharply higher.

Musk Moves Up SpaceX (SPCX)’s Orbital Data Center Timeline, Again

Bloomberg reported that Elon Musk said Space Exploration Technologies Corp. (NASDAQ:SPCX) first AI satellites, powered exclusively by NVIDIA Corporation (NASDAQ:NVDA) chips, will launch in the fourth quarter of 2027 and reach “significant scale” in 2028, citing a post on X. Musk wrote “SpaceX, in partnership with Nvidia, has designed a space-optimized Vera Rubin NVL72 system […]

AWS Plans 2 Million More NVIDIA GPUs. Is This Better News for AMZN’s Cloud Growth or NVDA’s Backlog?

AWS and NVIDIA said on August 26 that Amazon’s cloud plans to deploy two million additional Blackwell Ultra, Rubin, and Rubin Ultra GPUs during 2027 and 2028. That follows an earlier plan for more than one million GPUs beginning in 2026 and includes NVIDIA networking, Vera CPUs, and 100,000 GPUs for U.S. government workloads. Amazon.com, […]

Prediction: Vera Rubin Is About to Become a $20 Billion Windfall for Nvidia by Next Quarter

Nvidia is guiding for $108 billion in total revenue for the third quarter.