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Google deploying Blackwell with confidential computing capability; XGS bare metal instances supporting 960K Rubin GPUs across sites
Jensen Huang· NVIDIA· AI· 2026-05-20· about Google, NVIDIA (GOOGL, NVDA)
“At Google, Blackwell will be offered to customers in the cloud including confidential computing capability, a new foundation for secure high performance AI. As an early adopter, Google's XGS bare metal instances, can support up to 960 thousand Rubin GPUs across multiple sites.”
Why it matters
Google's confidential computing + Rubin integration signals that security/privacy-hardened AI infrastructure is becoming a competitive differentiator. 960K Rubin GPU capacity suggests Google is planning for massive scale-up in enterprise/regulated workloads.
Investment implication
Confidential computing becomes a must-have cloud feature, driving increased AI infrastructure capex across all hyperscalers. Security/privacy-focused workloads (financial, healthcare, government) will demand premium cloud resources, potentially creating higher-margin segments.