SemiAnalysis@SemiAnalysis_ · XAI 摘要
突发新闻：黄仁勋刚刚宣布，微软已与其ODM合作伙伴富士康完成了首台Rubin VR200 NVL72机架的验证工作。黄仁勋还宣布晶圆级量产已启动。但需注意，机架级量产尚未开始，目前仍处于工程/质量样品阶段。
BREAKING NEWS： 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 and remains in the engineering/quality sample stage.