Photon Capital(@PhotonCap):- $SMCI announced that it has started shipping NVIDIA Vera Rubin NVL72 racks. - The system includes rack integration, power, and liquid-cooling infrastructure through its DCBBS platform. > The key takeaway is that Vera Rubin is beginning to move from roadmap to actual rack shipment.

Photon Capital

@PhotonCap

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Joined April 2025

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Photon Capital@PhotonCap

2026.09.24 12:45

- $SMCI announced that it has started shipping NVIDIA Vera Rubin NVL72 racks. - The system includes rack integration, power, and liquid-cooling infrastructure through its DCBBS platform. > The key takeaway is that Vera Rubin is beginning to move from roadmap to actual rack shipment.