How is Vera Rubin performing for CoreWeave customers? .CoreWeave EVP Chen Goldberg points to Cognition’s experience: “They've seen an improvement compared to the Blackwell architecture.”

@CoreWeave Better boxes. Does the unit still clear?

@CoreWeave Vera Rubin shipping and the power bill is already crying lmaooo

@CoreWeave got a new benchmark

CoreWeave 说 Cognition 在 Vera Rubin 上跑出了比 Blackwell 更好的成绩——客户实测当然是好消息，但别急着开香槟：云厂商口中的“改进”，到“大规模下单”之间还隔着量产爬坡和单位 token 成本两道坎。我实盘拿着 10 股 NVDA，接下来只盯两个硬数字：下季度数据中心收入环比增速，以及财报电话会里 Rubin 的出货量指引。