BREAKING NEWS: JENSEN JUST ANNOUNCED MICROSOFT HAS FINISHED BRING UP ON THEIR FIRST RUBIN VR200 NVL72 RACK with their OD…

SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-06-01

Jensen Huang announces at ComputeX 2026 that Microsoft has completed bring-up of its first NVIDIA Rubin VR200 NVL72 rack built with Foxconn, with wafer-level mass production underway but rack-level production not yet started.

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NVIDIA Launches Vera CPU and Vera Rubin NVL72 at COMPUTEX / GTC Taipei

Extraction

Topics: nvidiarubin-gpumicrosoftai-datacentercomputex-2026

Claims

Microsoft has completed bring-up of its first NVIDIA Rubin VR200 NVL72 rack.
Foxconn is serving as Microsoft's ODM partner for the Rubin VR200 NVL72 rack.
Wafer-level mass production of Rubin has started.
Rack-level mass production of the Rubin VR200 NVL72 has not yet started.

Key quotes

JENSEN JUST ANNOUNCED MICROSOFT HAS FINISHED BRING UP ON THEIR FIRST RUBIN VR200 NVL72 RACK with their ODM partner, Foxconn.

Jensen also announced that wafer-level mass production has started. That being said, rack-level mass production has not started yet.