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But we saved everything 🙂.
Shay Boloor reports that Microsoft has started deploying Nvidia's next-generation Vera Rubin platform at its data centers after receiving the first production systems.
Satya Nadella described this milestone as “delivery day,” indicating the beginning of the Vera Rubin rollout across Azure.
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Boloor previously reported on the Trump administration’s efforts to draft a ban on new Chinese optical transceivers used in U.S. AI data centers. In an earlier update, he covered EOSE’s second quarter results, noting revenue in line with forecasts but weaker-than-expected EPS. Both developments reflect continued activity in the data center and infrastructure sectors.