Open Compute Project
What changed, and what is the evidence.
ComputeGpu
🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-09-06 · ✍️ RoboterminalThe Biped Is the Endpoint: Figure Is Financing Humanoid Intelligence Like a Frontier Model
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
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Timeline
What changed, and what is the evidence.
Oct 17, 2026 · Post · posted
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NPO and CPO adoption by customers presented by LightCounting at OCP. $AMZN $GOOGL $META $MSFT $ORCL |
LightCounting: Port Shipments in 2031 800G: 99 million 1.6T: 194 million 3.2T: 116 million Via OCP $LITE $COHR $MTSI $AAOI |
On news from OCP 2026 where 4 of 7 NVLink PTFE suppliers are Chinese PCB giants: Shennan, Victory, Kinwong & Shengyi, here is a look at upstream supply chain in China to benefit: Include PTFE resin, 2nd gen e-Cloth, HVLP4 copper foil &… |
Nvidia handed its Vera Rubin rack and tray designs to OCP; MGX 1.2 doubles down on liquid cooling. Wiwynn, a pilot build partner on the 72-GPU, 36-CPU NVL72, showed a double-sided cold plate claiming over 15% better thermals and up to 80%… |
All OCP talks are posted on Youtube. That is incredible! Many many videos. https://t.co/RfmlGToiyt https://t.co/EF0J4HYraz |
$SPY finished nearly flat today, down about 0.06% and closing near $778 after dipping as low as about $777. Here are the top stories you need to know. 1. $MSFT announced Maia 300, calling it its biggest bet yet on custom silicon, and said… |
$NVDA just made some HUGE announcements about the future of AI infrastructure. At the Open Compute Project Summit, NVIDIA announced plans to open up more of its next generation Vera Rubin infrastructure designs while expanding its… |