The Information Machine
ConcludedRan 70 days3 sourcesupdated 22 Oct 2026

Google Cloud Vera Rubin GPU instances

The gist

Latest: Google Cloud A5X Vera Rubin Instances Available Next Month

The A5X instances represent a significant jump in GPU-scale cloud infrastructure available to general customers, with Vera Rubin hardware designed for both large-scale reinforcement learning and agentic inference. The DSX POD reference design, if it delivers on its deployment time claims, changes the logistics of standing up large AI data centers.

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The full picture

Google Cloud will open A5X instances, powered by NVIDIA Vera Rubin NVL72 GPUs, to all customers next month. The instances combine ConnectX-9 SuperNICs, Google Cloud's Virgo Network, and fourth-generation liquid cooling, delivering up to 10 times lower inference cost per token and up to 10 times higher token throughput per megawatt versus the prior generation. Single-site deployments scale to 80,000 Rubin GPUs; multisite configurations reach 960,000 GPUs. Separately, NVIDIA announced the DSX POD, a pre-integrated containerized AI factory reference design built on Vera Rubin hardware that cuts on-site deployment time from six months to 14 days once site utilities are ready.

How it developed
21 October 2026added 22 Oct

Google Cloud and NVIDIA announced on October 21 that A5X bare-metal instances powered by NVIDIA Vera Rubin NVL72 GPUs will be generally available next month, targeting large-scale reinforcement learning and agentic inference workloads.

Single-site deployments scale to 80,000 Rubin GPUs and multisite configurations reach 960,000 GPUs, with the infrastructure delivering up to 10 times lower inference cost per token and up to 10 times higher token throughput per megawatt versus the prior generation. Ineffable Intelligence, founded by AlphaGo creator David Silver, was the first customer to access A5X and is using it for reinforcement learning research.

18 October 2026

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1 September 2026

Samsung 8-layer HBM4E NVHBM variant reported as near-term drop-in product for Nvidia ahead of Vera Rubin Ultra's H2 2027 launch

26 August 2026

Nvidia announced custom NVHBM with 30% higher bandwidth and 15% lower power than commodity HBM4e, available to NVLink Fusion partners

14 August 2026

Reports emerged that Samsung may repurpose NRD-K Line 2 for 2nm HBM base die production

Sources

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