- 2026-W45Vera Rubin NVL72 reaches general availability on Oracle Cloud; NVIDIA's own pages now lead with RubinUPDATED
- 2026-W42A second CoWoS interposer source in New York; Samsung HBM4E reportedly clears NVIDIA qualificationUPDATED
- 2026-W41Micron says most of its 2027 HBM is contracted and confirms a foundry-made base die for NVIDIA's NVHBMUPDATED
- 2026-W40NVIDIA lists an 84 GB RTX PRO 5500 as 'coming soon'; Micron drops the 2 GB GDDR7 density most RTX 50 cards useUPDATED
- 2026-W39No NVIDIA silicon change in W39; the week's NVIDIA fact is an S-1 that shows it guaranteeing a customer's leaseNO MATERIAL CHANGE
- 2026-W38No new NVIDIA silicon this week; the week's NVIDIA news was capital, not chipsNO MATERIAL CHANGE
- 2026-W28Blackwell HGX B200 is shipping; H200 HBM3e remains the Hopper workhorseUPDATED
- 2026-W37-r2No new NVIDIA silicon this week; NVIDIA agrees to buy Hugging Face for $12.9B; Rubin CPX remains the end-of-2026 massive-context part; HBM supply crunch is the dominant ramp variableUPDATED
- 2026-W37No new NVIDIA silicon this week; Rubin CPX remains the end-of-2026 massive-context part; HBM supply crunch is the dominant ramp variableUPDATED
- 2026-W36Groq 3 LPX joins Vera Rubin NVL72 in production; NVIDIA posts agentic efficiency metrics; B200/B300 still OEM baselineUPDATED
- 2026-W34Microsoft begins Vera Rubin install; NVIDIA publishes Rubin GPU architecture deep-dive; B200/B300 still OEM HGX baselineUPDATED
- 2026-W32NVIDIA confirms Vera Rubin NVL72 racks live at cloud partners; B200/B300 still the OEM HGX baselineUPDATED
- 2026-W31Vera Rubin customer shipments reported; HGX B200/B300 remain the general-availability Blackwell baselineUPDATED
- 2026-W29Vera Rubin in full production; HGX B200/B300 still the shipping Blackwell baselineUPDATED