buildOne report1 publisher Arista paired its 7060EX7 switches with three Ethernet rack designs, the largest reaching 1,024 accelerators in one scale-up domain across racks. Teams on non-Nvidia chips such as Microsoft's Maia, the market Arista expects to grow, get a second scale-up fabric to evaluate.
Reality
- Evidence35
- Adoption
- Insufficient
- Hype gap+30
- Incentives70
- Confidence40
Operators converting halls built for 15-30kW racks into 100kW positions hit distribution limits first, according to a DatacenterDynamics opinion piece. For the team scoping the work, amps per position and switchboard headroom set how many dense racks a hall can hold.
Reality
- Evidence55
- Adoption
- Insufficient
- Hype gap+10
- Incentives
- Insufficient
- Confidence50
CoreWeave now rents Nvidia's Vera Rubin NVL72 racks, with first customer Cognition reporting up to 4.8x the token throughput on SWE-2 inference. That figure is a best case from a single inference workload, and it is the only customer result behind the launch.
Reality
- Evidence35
- Adoption22
- Hype gap+35
- Incentives75
- Confidence45
BrightRay signed a framework deal to supply prefab modules for a 40MW, five-story AI data center in Macau due in Q3 2027. The deal does not oblige anyone to buy a module yet, so tenants looking for dense AI racks there should treat that date as a target.
Reality
- Evidence40
- Adoption15
- Hype gap+45
- Incentives75
- Confidence35
Rack-scale Secure AI Factory becomes orderable in September, with Supermicro compute from October. What is being sold is validated integration, and the loss line is idle capacity.
Reality
- Evidence35
- Adoption10
- Hype gap+40
- Incentives85
- Confidence60