Skip to content
Back to Guavy Wire
Stocks

Nvidia and d-Matrix Announce Breakthroughs in AI Infrastructure

Instruments
NVDA
Share

The massive AI Infra Summit 2026 in Santa Clara drew over 9,000 attendees and featured six tracks of sessions on various topics related to artificial intelligence infrastructure. Nvidia's Ian Buck took to the stage to discuss new benchmarks for the Vera CPU, which showed significant outperformance compared to AMD Turing CPUs on agentic workloads.

The Vera CPU significantly outperformed AMD Turing CPUs by 50-100% in some cases, according to Ian Buck. Clickhouse also commented that the Vera CPU was the fastest machine they had measured to date. Nvidia introduced power management firmware called DSX MaxLPS, which can reduce operational power and enable more AI Factory revenue.

Nvidia announced a partnership with d-Matrix, which will leverage Nvidia's infrastructure, including NVLink Fusion, Vera CPU, and the MGX rack, to extend the useful life of Nvidia GPUs in inference. The next-gen Raptor chip from d-Matrix will support stacked DRAM and deliver 10X the performance at 1/10th the power.

More on Stocks

Disclaimer: Guavy is a data and market intelligence provider, not an investment adviser. The information, signals, and market analysis provided by the Guavy API and related services are for informational purposes only and are not intended as financial advice, investment recommendations, or an endorsement of any particular trading strategy. Trading in volatile markets, including cryptocurrency, carries significant risk and may not be suitable for all investors. Past performance is not indicative of future results. Users should consult with a qualified financial professional before making any investment decisions. Guavy makes no guarantee of trading profits or financial returns.

Market sentiment intelligence for apps, funds & agents

Location

729 55 Ave SW
Calgary AB T2V 0G4
Canada

© 2026 Guavy Inc