Daily Update - Jun 1st, 2026
Rubin NVL72, N1X, Keynotes, Computex update.
Short updates this week as Austin and Vik are both attending Computex 2026 in Taipei. What we lose in length, we will try to make up for by posting updates directly from the event. Speed over depth this week to the best extent we can.
Be sure to check out the Semi Doped podcast on YouTube or your favorite podcast player!
Dell, CoreWeave Deploy First Vera Rubin NVL72
Dell Technologies and CoreWeave have completed the first deployment of NVIDIA’s Vera Rubin VR200 NVL72 rack-scale system, with Michael Dell announcing the milestone on May 30, 2026. The installation passed L11 diagnostics, a full rack-scale validation test covering all components in the integrated system. According to SemiAnalysis, CoreWeave and Dell are the first cloud provider to announce a Rubin NVL72 with fully passing L11 diags, with next steps including multi-rack burn-in and software-level bringup using frameworks such as sglang, vLLM, and Dynamo.
Vik: Always nice to see hardware hooked up, even if the cable management is sketch. Those cable whips in the back are cool. I got the chance to hold one at Computex 2026, and they are HEAVY!
Nvidia, Microsoft to unveil first Nvidia-powered Windows PCs
Nvidia and Microsoft are expected to unveil the first Windows PCs powered by Nvidia chips next week, according to an Axios report cited by Reuters. The lineup is expected to include Microsoft Surface models alongside devices from other manufacturers. Dell is preparing an embargoed XPS launch using Nvidia’s N1X platform, which pairs an Arm-based CPU with a Blackwell integrated GPU, with Lenovo and ASUS lined up as additional first-tier OEM partners. The rollout marks Nvidia’s entry into the Windows-on-Arm PC segment currently served by Qualcomm, AMD, and Intel silicon.
Vik: Sick burn by Dylan Patel on X. 🤣
NVIDIA Computex 2026 Keynote
We heard from people who were in the keynote firsthand that the whole thing was boring. Nothing they hadn’t heard already. N1X response was also underwhelming. Vik was still on the flight and didn’t attend, and Austin was doing important day job work. Important number to note though: 1GW of compute is going to cost $80B to build.
Power Wall
Just look at all these 800V power chips at Computex. Cool!
The SEMI LEGENDS have arrived!! Have a wonderful time!!
Do enjoy the glorious night markets while you’re in Taiwan!🇹🇼