Comment by kurthr

This does not seem to be the case. The very first VeraRubin NVL72 systems are barely installed and won't be running real workloads until beginning of '27. Colossus II appears to be the largest user of Blackwell Ultra NVL72s and those are also only recently on-line in September of this year with the remaining 3/4 of them not until end of the year. The delays in datacenter deployment are very long. Even their GB200s didn't come on-line until January of '26. Hopper H100/200s still dominate.

The other hyperscalers are even further delayed. CoreWeave has some VeraRubin, but not in volume (as I understand).

https://en.wikipedia.org/wiki/Colossus_(data_center)

https://www.moduledge.com/blog/nvidia-hopper