Ax3 Pulse — AI Infrastructure News & Analysis

NVIDIA reveals Vera Rubin details — general availability slips to H2 2027

The Vera Rubin NVL72 platform, positioned as the successor to Blackwell, will ship six months later than previously indicated at GTC. Reservations open in Q3 2026.

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Data Center DynamicsDatacenter6h ago

Bulgarian 800 MW campus enters phase-1 commissioning

The Sofia-region AI campus, backed by a consortium of Nordic hyperscalers, will bring 60 MW online in Q3 with a further 740 MW roadmap across 2027–2029.

The RegisterAI1d ago

AMD MI355X shows 1.3× throughput vs H200 on select inference workloads

MLPerf inference results published this week show AMD's latest Instinct accelerator pulling ahead on LLM inference — though training remains an NVIDIA stronghold.

BloombergDatacenter1d ago

US-East power constraints push new AI capacity toward Midwest and Nordics

Grid interconnection queues in N. Virginia now exceed 7 years — accelerating a shift of hyperscale AI build-out toward Ohio, Iowa, Sweden, and Finland.

From the wire — 18 live sources.

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Raw intelligence streaming from NVIDIA, AMD, Intel, the datacenter trades and the neo-cloud beat — auto-classified by category and region. The Ax3 takes above are the stories our desk thinks move the market.

The Pulse.

NVIDIA reveals Vera Rubin details — general availability slips to H2 2027

Bulgarian 800 MW campus enters phase-1 commissioning

AMD MI355X shows 1.3× throughput vs H200 on select inference workloads

US-East power constraints push new AI capacity toward Midwest and Nordics

From the wire — 18 live sources.

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