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01
NVIDIA, May 2026.
NVIDIA said in May 2026 that production shipments of Vera Rubin would begin in fall 2026, naming Dell Technologies, HPE and Lenovo among its top system builders.
nvidianews.nvidia.com
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02
Dell Technologies, Mar 2026.
Dell's AI Factory with NVIDIA lineup includes the PowerEdge XE9812 for Vera Rubin NVL72 and HGX Rubin NVL8 servers (XE9880L, XE9885L, XE9882L) in a 100% direct-liquid-cooled rack architecture.
dell.com
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03
Lenovo Press, Oct 2026.
Lenovo states it is shipping NVIDIA Vera Rubin NVL72 globally and offers financing and consumption models through Lenovo Global Financial Services.
lenovopress.lenovo.com
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04
HPE, Nov 2026.
HPE's US online store lists the NVIDIA GB300 NVL72 by HPE as request-a-quote, with no posted price, and offers financing through HPE Financial Services in certain countries, subject to credit approval.
buy.hpe.com
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05
Dell Technologies, US Commercial Terms of Sale, Sep 2026.
Dell's standard US commercial terms set payment at 30 days after invoice, pass title when Dell hands the hardware to the carrier, and keep quotes valid for 30 days, subject to change for shortages, cost increases, currency moves or tariffs.
i.dell.com
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06
Dell Technologies, US Commercial Terms of Sale, Sep 2026.
Dell's US terms make the buyer responsible for compliance with export-control and sanctions laws.
i.dell.com
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07
TrendForce, Aug 2026.
TrendForce expects GB300 rack systems to lead NVIDIA's 2026 shipments with demand through the first half of 2027, Vera Rubin racks to take the largest share in 2027, and Vera Rubin systems to carry roughly twice the average selling price of GB300.
trendforce.com
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08
TrendForce, Aug 2026.
TrendForce estimates server DRAM contract prices rose 64% in the second half of 2025 and expects a rise of about 270% in 2026.
trendforce.com
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09
CIO Dive, Mar 2026.
Dell’s chief operating officer said in early 2026 that Dell’s quotes “are valid for the shortest period of time they’ve ever been.”
ciodive.com
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10
Supply Chain Dive, Jun 2026.
On Dell’s May 2026 earnings call, its chief operating officer said demand “continues to exceed supply with memory as the primary constraint”; Dell is prioritizing large strategic customers, and its largest customers are locking in supply through three- to five-year deals.
supplychaindive.com
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11
StorageNewsletter (Dell fiscal Q2 2027 results), Sep 2026.
Dell reported a record $95 billion AI server backlog and $60.9 billion in AI server orders in its fiscal second quarter of 2027.
storagenewsletter.com
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12
NVIDIA Q4 FY2026 earnings call, via The Motley Fool, Feb 2026.
NVIDIA said its sovereign AI business more than tripled year over year, to over $30 billion, in fiscal 2026.
fool.com
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13
CNAS, Aug 2026.
The CNAS sovereign AI index tracks 184 projects across 67 countries and the EU, and infrastructure made up 80% of new projects in the first half of 2026.
cnas.org
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14
EuroHPC Joint Undertaking, Jul 2026.
The EuroHPC Joint Undertaking opened a call for tenders in July 2026 for up to seven AI Gigafactories, expected in at least seven EU Member States, with more than €20 billion in private investment expected.
eurohpc-ju.europa.eu
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15
eCFR, 15 CFR Part 774, Nov 2026.
US export rules control advanced AI chips under ECCN 3A090.a; computers and assemblies that contain them fall under ECCN 4A090.a or corresponding .z entries, such as servers classified as 5A992.z.
ecfr.gov
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16
US Bureau of Industry and Security, May 2026.
Exporting these items to an entity headquartered in, or whose ultimate parent is headquartered in, a Country Group D:5 country requires a BIS license for any destination outside the United States, unless a listed license exception applies.
bis.gov
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17
US Bureau of Industry and Security, May 2025.
BIS guidance asks suppliers to obtain an end-user certification that identifies every party and the end use, plus a written attestation from the data center, and lists a data center that cannot affirm its power, cooling and space as a red flag.
bis.gov
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18
BIS FY2025 Annual Report, Jul 2026.
BIS processed about 30,500 export license applications in 2025, with an average processing time of 62 days.
bis.gov
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19
US Department of Justice, Dec 2025.
In December 2025 the US Justice Department announced it had shut down a smuggling network that, according to court documents, exported or attempted to export at least $160 million in export-controlled datacenter GPUs between October 2024 and May 2025.
justice.gov
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20
NVIDIA, Nov 2026.
NVIDIA sells its datacenter platforms through select NVIDIA Partner Network partners and points buyers to cloud providers, OEM partner servers and DGX systems.
nvidia.com
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21
NVIDIA DGX B300 User Guide, Nov 2026.
NVIDIA’s DGX B300, an eight-GPU Blackwell Ultra system, is air-cooled and rated at 15 kW maximum.
docs.nvidia.com
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22
Lenovo Press, Mar 2026.
Lenovo’s GB300 NVL72 datasheet describes a hybrid design that relies primarily on warm-water liquid cooling at 18 to 45 °C, with supplemental airflow, removing most of the heat without chilled water.
lenovopress.lenovo.com
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23
NVIDIA Technical Blog, Aug 2026.
NVIDIA states that Vera Rubin NVL72 racks are designed for 45 °C liquid-cooling inlet operation and advises facilities teams to validate that design early in planning.
developer.nvidia.com