AI SILICON DAILY DIGEST, TUESDAY, OCTOBER 27, 2026 DESIGN WINS • NVIDIA Vera Rubin NVL72 is now generally available on Oracle Cloud Infrastructure, per the NVIDIA and Oracle announcement of October 27. OCI Superclusters are planned to expand with Vera Rubin NVL72 systems to multi-gigawatt scale. • NVIDIA Vera CPUs are also generally available on OCI under the same announcement. • A planned HGX Rubin NVL8 offering was announced in the same release: eight Rubin GPUs, two 64-core Intel Xeon 6 CPUs, 4TB DDR5, and 6.4 Tbps RDMA. BACKFILL GAPS • SambaNova SN50 to Oracle OCI and Google TPU 8t and 8i to Oracle OCI were confirmed in official releases today, but neither product has a row in the database yet (both predate it), so the wins are documented as backfill gaps rather than recorded design wins.