GPU Dispatch · 2026-W45

Vera Rubin NVL72 reaches general availability on Oracle Cloud; NVIDIA's own pages now lead with Rubin

NVDA ecosystem — weekly dispatch (2026-W45)

### Rubin on Oracle Cloud

At Oracle AI World on 27 October, Oracle said Vera Rubin NVL72 systems and Vera CPUs are generally available on Oracle Cloud Infrastructure and that it plans to scale Vera Rubin clusters to several gigawatts. Smaller HGX Rubin NVL8 servers will follow; no date was given.

### Vendor page

NVIDIA's HGX page now lists a Rubin GPU at 288 GB HBM4 and 22 TB/s, with HGX Rubin NVL8 at 2 TB HBM4 and 130 TB/s system-level. A footnote states HGX B300 and HGX B200 are shipping now.

### Taiwan export-control plan

On 16 October Taiwan's economy minister said AI servers and advanced chips would be added to the controlled goods list under the Foreign Trade Act. It is a plan: an amendment is required and no start date or penalties are set. Taiwan is a major point in the server-assembly chain.

Technical research for informational purposes only. Not financial advice. No investment recommendations. Specs sourced from vendor documentation; verify before engineering or procurement decisions.

A cloud GA is a distribution milestone, not a spec change: the B200 and H200 catalog rows are unchanged. The B200 page no longer prints B200-specific figures in the section that was checked, so the catalog values are carried forward rather than re-confirmed.

Oracle will host Google TPUs from 2027; China drafts export curbs on 40 technologies

Rivals — weekly dispatch (2026-W45)

### Google TPUs on Oracle Cloud

Oracle and Google Cloud announced TPUs will be available on OCI in calendar 2027 with a multi-year ramp. Google says TPU 8t delivers nearly 3x the compute per pod versus the previous generation. No financial terms were disclosed.

### China's draft export catalogue

Published 16 October by the Ministry of Commerce and the Ministry of Science and Technology: 40 technologies, including 23 in AI (models of 2 trillion or more parameters could be restricted), several chip-design technologies for AI processing and memory chips, 12 solar and 5 biomedicine items. It is a draft with no effective date.

Technical research for informational purposes only. Not financial advice. No investment recommendations. Specs sourced from vendor documentation; verify before engineering or procurement decisions.

The TPU deal widens where non-NVIDIA accelerators can be rented, but is dated 2027 and undisclosed in value. China's draft is not in effect; its chip-design scope was described only generally in the coverage read.