Computex lightning round

Vera Rubin NVL72 in full production (racks that assemble in 5 minutes), RTX Spark (NVIDIA's 1-petaflop Windows PC superchip with MediaTek), Microsoft's Maia 200 live in production, Spectrum-X co-packaged optics switches in production, the first public AMD Helios MI455X racks, Intel pitching "agent density" with Xeon 6+ on 18A, and Huawei pulling the Ascend 950DT forward to August. Quotable Jensen at peak form: "Compute is revenues now. Compute is profit. The absence of revenues and profit is loss."

Sources: NVIDIA live blog, Build keynote, Supermicro, TrendForce (Huawei)