Gigabyte Technology Co Ltd

Semiconductor stocks rallied after NVIDIA introduced its next-generation Vera Rubin platform at the ISC High Performance 2026 conference, pushing the Philadelphia Semiconductor Index to a record high even as the Nasdaq slipped. The platform delivers more than 7 exaflops of AI performance and up to 144 GPUs per rack, with system-builder partners including Bull, Dell, GIGABYTE, HPE, and Supermicro named to bring Vera Rubin NVL4 racks to market. Super Micro surged 11 to 16 percent after detailing a liquid-cooled blueprint scaling to 1,152 Rubin GPUs per unit, while Dell rose approximately 5 percent on its PowerEdge XE8812 server that will power the Doudna supercomputer at Lawrence Berkeley National Laboratory. Micron gained nearly 5 percent ahead of its earnings, extending a year-to-date rally of close to 300 percent, and SanDisk added 4 percent. Among other movers, Penguin Solutions and KLA Corporation each jumped 2.4 percent, with KLA setting a new 52-week high at $268.74 per share.

NVIDIA announced the Vera Rubin platform delivers world-class supercomputers for science, combining native double-precision performance, CUDA-X libraries, and the full-stack capabilities of the NVIDIA AI platform. A single Vera Rubin rack packs more than 7 exaflops of AI for science and 5 petaflops of native FP64 performance, matching systems on the TOP500 list of the world's most powerful supercomputers. Leading supercomputing centers are adopting the platform: Leibniz Supercomputing Centre's Blue Lion, the National Energy Research Scientific Computing Center's Doudna at Lawrence Berkeley National Laboratory, and Los Alamos National Laboratory's Mission, Vision, and Veritas systems will all be powered by Vera Rubin. Global system manufacturers including Bull, Dell Technologies, GIGABYTE, HPE, and Supermicro are bringing Vera Rubin NVL4-based systems to market, with availability expected in the fourth quarter of this year.