OpenAI's confirmed NVIDIA footprint is a rack, not a chip; Rubin is still a roadmap
NVIDIA's Q2 2026 earnings transcript names OpenAI on GB200 NVL72 for training and inference. The Vera Rubin evidence is an announcement plus an Azure deployment description, which is a different thing.
Reality
- Evidence32
- Adoption38
- Hype gap+12
- Incentives74
- Confidence40