The Frontier · Tags
#compute
3 published articles
NVIDIA says Vera Rubin is in full production
10x vs Grace Blackwell, SPDX of the MGX design, export licenses, and a firm shipment week are UNKNOWN.
OpenAI closes $122 billion round at an $852 billion post-money valuation
31 March 2026 company post: committed capital, not a cash-in-bank figure. Amazon, NVIDIA, and SoftBank anchored after a 27 February $110 billion step.
H200 and MI325X China licenses go case-by-case, still not a general license
BIS final rule 2026-00789, effective 15 January 2026, reviews U.S. exports of those SKUs case by case if exporters certify U.S. supply, a 50 percent TPP cap, KYC, and U.S. third-party testing. Reexports stay denied.