CoreWeave deploys multi-rack Nvidia Vera Rubin NVL72 cluster, stock jumps 14%

CoreWeave just became the first AI cloud provider to get Nvidia’s Vera Rubin NVL72 system up and running, connecting hundreds of next-generation GPUs into a production cluster designed for the most demanding AI workloads on the planet. The market noticed. CoreWeave’s stock (CRWV) surged roughly 14% on the news, with trading volume nearly double its three-month average. What’s inside the rack Dell delivered the NVL72 hardware on May 31, and CoreWeave had the system operational by June 1. The turnaround time between receiving a cutting-edge GPU rack and actually running workloads on it was, in other words, about 24 hours. Each NVL72 rack packs 72 Rubin GPUs and 36 Vera CPUs, all connected through NVLink 6 interconnect running at 260 TB/s of bandwidth. The system delivers up to 3.6 exaFLOPS of NVFP4 inference capability per rack. CoreWeave claims the Rubin system offers 10 times the inference throughput per megawatt compared to the previous Blackwell generation. It also reportedly halves the number of GPUs needed for equivalent workloads and drops the cost to roughly one-tenth per million tokens versus Blackwell. The architecture supports scaling well beyond a single rack. CoreWeave s...