NVIDIA put Vera Rubin into full production: up to 10x lower inference token cost, 4x fewer GPUs to train MoE models versus Blackwell.

Six co-designed chips, supply chain twice the size of Grace Blackwell, with AWS, Google Cloud, Microsoft, and OCI deploying instances in H2 2026 (NVIDIA). If inference really drops 10x, the economics of always-on agents change at the root. The cost crisis in story one is partly a Blackwell-era pricing problem that the next generation is built to undo.