Nvidia Rubin's rack-scale encryption signals a turning point for enterprise AI security

Nvidia's Vera Rubin NVL72, announced at CES 2026, encrypts every bus across 72 GPUs, 36 CPUs, and the entire NVLink fabric. It's the first rack-scale platform to deliver confidential computing across CPU, GPU, and NVLink domains.

For security leaders, this fundamentally shifts the conversation. Rather than attempting to secure complex hybrid cloud configurations through contractual trust with cloud providers, they can verify them cryptographically. That’s a critical distinction that matters when nation-state adversaries have proven they are capable of launching targeted cyberattacks at machine speed.

The brutal economics of unprotected AI

Epoch AI research shows frontier training costs have grown at 2.4x annually since 2016, which means billion-dollar training runs could be a reality within a few short years. Yet the infrastructure protecting these investments remains fundamentally insecure in most deployments. Security budgets created to protect frontier training models aren't keeping up with the exceptionally ...