Microsoft says it is first hyperscaler to power on Nvidia Vera Rubin NVL72

At Nvidia GTC on March 16, 2026, Microsoft said it was the first hyperscale cloud to power on Nvidia's Vera Rubin NVL72 system, done in its labs. Microsoft said Vera Rubin NVL72 will roll out into its liquid-cooled Azure datacenters over the next few months. The claim is a lab milestone rather than customer availability, so for traders it is a capacity-timing signal for Azure rather than near-term revenue.

• Microsoft claims first hyperscale cloud to power on Vera Rubin NVL72 (in its labs)
• Rollout to liquid-cooled Azure datacenters over the next few months
• Initial Vera Rubin platform support announced for Azure Local
• Microsoft cites hundreds of thousands of Grace Blackwell GPUs deployed in under a year