ab 16 March 2026 Global Research US Semiconductors and Semi Equipment SemiBytes: Rubin and Helios Testing/Validation, AI DC in Space, GFS, DRAM Spot, Strait of Hormuz Update on NVDA NVL72 and AMD Helios MSFT appears to be emerging as the first cloud vendor to validate NVIDIA's Vera Rubin NVL72 system, per Satya Nadella's Friday post, suggesting the platform may be moving through MSFT's validation process over the coming months – in-line with a 2H:26 ramp outlined by NVDA. We continue to see thermal issues a ...