NVIDIA GTC Taipei at COMPUTEX
Recorded talkKey talk

NVIDIA Vera Rubin Platform Ramping into Full Production | Built for the Era of Agents

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Summary

Agentic AI requires systems that support observation, reasoning, planning, tool use, large working and long‑term memory, and dynamic sub‑agent spawning; conventional single‑chip or single‑rack designs are insufficient. NVIDIA Vera Rubin is a multi‑rack pod‑scale supercomputer built for this agentic era: heterogeneous, liquid‑cooled racks that combine NVL72 superchips for high‑throughput token generation, Groq 3 LPX for ultra‑low latency, BlueField‑4 DPUs for memory/storage/security acceleration, and Spectrum‑X photonic switching. The build is evidenced by the production rollout: seven new 3 nm chips, CoWoS packaging, HBM4 from multiple vendors, a 6‑trillion‑transistor compute board, MGX third‑generation racks with 1.3M components, and five connected rack‑scale systems now in full production. Outcome: a purpose‑built pod‑scale platform that trades extreme power, cooling, and supply‑chain complexity for agentic capabilities and deployment resilience (hot‑swappable NVLink switches, cableless interconnects), with the practical limitation of very large manufacturing and operations scale.

Key technical points

  • Problem context: agentic AI workloads require systems that handle observation, reasoning, planning, tool invocation, large context (working and long‑term memory), and dynamic sub‑agent creation—demands beyond prior single‑rack designs.
  • System architecture: Vera Rubin is a pod‑scale supercomputer composed of five connected rack‑scale systems (heterogeneous racks tuned to different roles) designed to run agentic workloads.
  • Heterogeneous compute tiers: NVL72 (MVL‑72) superchips focused on prompt/context understanding, reasoning, planning, and highest token throughput; Groq 3 LPX trays focused on ultra‑low latency token generation.
  • Compute hardware details: seven new 3 nm chips, CoWoS‑R and CoWoS‑L packaging, HBM4 memory supplied by Micron, SK Hynix, and Samsung; the Vera compute board contains ~6 trillion transistors and >18,000 components.
  • Rack design and connectivity: third‑generation MGX rack with 1.3 million components, modular compute trays, a new PCB midplane design, 18 compute trays per rack, nine hot‑swappable NVLink switch trays, and cableless mating of Superchips, ConnectX‑9 SuperNICs, and BlueField‑4 DPUs for resiliency.
  • Power and cooling: liquid‑cooled bus bars carrying over 5,000 amps per system (scale compared to 20 electric cars at full acceleration), plus new high‑efficiency manifolds—indicating major facility power and liquid‑cooling requirements.
  • Orchestration and control plane: a dedicated Vera CPU rack containing 256 liquid‑cooled CPUs per rack to orchestrate models, shuffle memory, and launch tools—separating control/orchestration from token generation compute.
  • Memory and storage acceleration: BlueField‑4 STX DPUs accelerate storage processing and act as the memory/storage/security interconnect (described as where AI keeps its memory), providing in‑silicon security functions.
  • Networking and photonics: NVIDIA Spectrum‑X Ethernet switch is the first with 200 Gbps co‑packaged optics, using TSMC CoWoS, chip‑scale packaging, and indium phosphide laser diodes—targeted at extremely high bandwidth/low‑latency interconnects.
  • Latency vs throughput trade‑off: MVL‑72 (NVL72) optimized for highest throughput token generation, while Groq 3 LPX is optimized for lowest latency token generation—implying heterogeneous placement of workloads by latency/throughput needs.
  • Resiliency and serviceability design choices: hot‑swappable NVLink switch trays and cableless mating aim to improve resiliency and maintenance at AI factory scale.
  • Scale of manufacturing and supply chain: production involves ~150 supply‑chain partners across Taiwan, millions of square feet of factory floor, and hundreds of sites—characterizing extreme co‑design and complex manufacturing orchestration.
  • Deployment evidence: Vera Rubin has moved into full production with engineering racks operational at partners (Microsoft, Dell, Corweave) and mass manufacturing partners (Foxconn, Quanta) building Groq LPX trays.
  • Component and bandwidth numbers called out: Groq 3 LPX deployment example—256 Groq 3 LPUs across 16 trays delivering ~40 petabytes/second of SRAM bandwidth in that tier.
  • Co‑design emphasis: the system and its manufacturing are described as an integrated effort with Taiwan partners from chip process through packaging, boards, racks, and data‑center deployment—an explicit example of extreme co‑design.
Engineering relevance

For engineers designing and operating agentic AI systems, Vera Rubin demonstrates several concrete implications: architect workloads against heterogeneous compute tiers (throughput‑optimized NVL72 vs latency‑optimized Groq LPX) and separate orchestration/control plane (256‑CPU Vera CPU rack) to manage memory shuffling and tool launching. Systems must integrate DPUs (BlueField‑4) to offload storage processing and enforce in‑silicon security, and use high‑bandwidth photonic switching (Spectrum‑X) to meet interconnect demands. Physical infrastructure planning must account for extreme power (5,000+ amps per liquid‑cooled bus), dense liquid cooling, hot‑swappable NVLink switch maintenance, and cableless interconnect topologies to achieve resiliency at scale. Production readiness requires supplier coordination, CoWoS packaging and HBM4 integration, and acceptance of the manufacturing complexity inherent in multi‑rack pod designs. Finally, expect trade‑offs between throughput and latency across compute tiers and design placement/orchestration policies accordingly.

Japan relevance

For Japanese engineering teams evaluating or integrating pod‑scale agentic AI: anticipate requirements for datacenter upgrades (high‑capacity liquid cooling, electrical infrastructure sized for thousands of amps), and include mechanical/design work for hot‑swap serviceability and cableless midplane connections. Procurement and integration plans should factor in multi‑vendor supply chains (HBM4 from multiple memory vendors, packaging from TSMC CoWoS processes) and collaborate early with OEM partners (vendor examples in the transcript include Microsoft, Dell, Foxconn, Quanta) for engineering rack validation. Architect applications to leverage heterogeneous tiers—route latency‑sensitive workloads to Groq LPX tiers and throughput/batch workloads to MVL‑72—while using a dedicated CPU orchestration tier to manage memory and tool execution. Finally, recognize the importance of co‑design with supply partners (as NVIDIA did with Taiwan) when planning large deployments to ensure manufacturability, serviceability, and operational resiliency.

Full transcript

Transcript

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Large language models generate answers. Now, AI agents can do work. But, processing agentic AI is a whole different kind of problem. Agents observe, reason, plan, use tools. They manage massive context, juggling working memory and long-term memory. They spin up sub-agents, specialists, on demand. NVIDIA Vera Rubin is a multi-rack pod-scale system built to process agentic AI and is now in full production. The manufacturing, automation, and orchestration across the supply chain, a miracle to witness. Our journey started when we launched the first AI supercomputer, NVIDIA DGX-1. Over the next decade, we pushed every chip and system to the limit. From Pascal and the first NVLink to Grace Blackwell, the first rack-scale AI supercomputer. And now, Vera Rubin, the first multi-rack pod-scale supercomputer built for the agentic age. It starts at TSMC. The seven new chips that make up Vera Rubin take shape through hundreds of processing steps. 3-nanometer process, CoWoS-R and CoWoS-L packaging, HBM4 memory from Micron, SK Hynix, and Samsung. The Vera Rubin compute board, 6 trillion transistors with over 18,000 components on one board. Vera Rubin NVL72 does the thinking, prompt and context understanding, reasoning, and planning. Next, a new modular compute tray, streamlined with a new PCB midplane design. Superchips, ConnectX-9 SuperNICs, and BlueField-4 DPUs, all mate in place with no cables for resiliency at AI factory scale. 18 compute trays, nine hot-swappable NVLink switch trays, new high-efficiency manifolds, liquid-cooled bus bars carrying over 5,000 amps, the equivalent of 20 electric cars at full acceleration. Together, 1.3 million components form this third-generation MGX rack design. Congratulations to Microsoft for their operational Vera Rubin MVL-72 engineering rack. Congratulations to Dell and Corweave as well for standing up their Vera Rubin MVL-72 engineering rack. Then, the Vera CPU rack, 256 CPUs in a single liquid-cooled rack orchestrating the models, shuffling memory, launching tools. At Foxconn and Quanta, Groq 3 LPX takes shape. 256 Groq 3 LPUs across 16 trays, 40 petabytes per second of SRAM bandwidth for ultra-low latency. While MVL-72 generates tokens at the highest throughput, Groq LPX generates them at the lowest latency. Vera BlueField 4 STX, where AI keeps its memory. Storage processing accelerated by BlueField 4, connecting memory, storage, and in-silicon security. And NVIDIA Spectrum-X Ethernet photonics, the world's first Ethernet switch with 200 gigabit co-packaged optics, TSMC's CoWoS process, chip-scale packaging, and ultra-high-powered laser diodes on indium phosphide. Vera Rubin, five connected rack-scale systems, a supercomputer for AI agents. 150 supply chain partners across Taiwan. Millions of square feet of factory floor, hundreds of sites, chips, packages, systems, and data centers pushed to the limits of size, power, and scale. This is what we call extreme co-design. We did this with Taiwan. Together, we reinvented computing for the age of AI. Taiwan was with us at the beginning and here today as we bring Vera Rubin to the world. Thank you, Taiwan.