Updates
The recency layer: material register changes and their decision consequence — each update deep-links into the chapters it updates. Register current through .
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What changed in the register
- 2026-09-16 HBM3E per Ironwood TPU v7 (inference-era ASIC); 9,216-chip pods, 42.5 FP8 ExaFLOPS, 4,614 FP8 TFLOPS/chip:
192 GiB / 7.4 TB/s→ 192 GB / 7.4 TB/s · Ch 1.3 - 2026-09-16 end-to-end electrical-chain efficiency, 800VDC/SST chain vs a typical AC path (utility-to-VRM) — a system gain only co-design captures:
~87% vs ~82% AC→ ~87% SST/800 VDC (analyst model) vs ~82% AC (guide fixture) · Ch 0.1 - 2026-09-16 Illustrative 100 TB decimal bulk copy in one hour; about 220 Gbit/s payload, independent of the RPO test:
~222 Gbps→ about 220 Gbit/s payload · Ch 12.3 - 2026-09-16 behind-the-meter gas announced cumulatively by mid-2026 (59 projects); only ~1 GW under construction, ~2 GW operating:
~90 GW→ ~90 GW announced · Ch 16.1 - 2026-09-16 ASHRAE register: published process/HVAC&R references and proposed data-center guideline; freeze the project's adopted editions:
Gd 0 / 1.1 / 1.6→ G0-2019 / G1.1-2025 / Std 202-2024; G1.6P proposed · Ch 13.1 - 2026-09-16 AMD stack with RCCL NCCL-API parity; MI350X/MI355X support (7.0 Sep 2025):
ROCm 10.0 (current)→ ROCm 10.0.0 (release snapshot) · Ch 10.4 - 2026-09-16 ICONIQ survey: expected 2026 AI-application gross margin:
~41% to ~52%→ ~52% expected · Ch 1.8 - 2026-09-16 1 GW annualized cost at exactly 3 / 5 / 7 assumed IT years; other Epoch inputs fixed:
$12B / $8.5B / $7B→ $12B / $8.8B / $7.3B · Ch 1.8 - 2026-09-16 Commerce November 19, 2025: two buyer-specific approvals of up to 35,000 GB300-equivalents each; not delivered chip counts:
~70,000 chips→ Up to 35,000 GB300-equivalents per buyer · Ch 3.12 - 2026-09-16 Bartz settlement fund approved 20 July 2026; not a completed-payout figure:
$1.5B→ $1.5B settlement fund · Ch 10.10 - 2026-09-16 Historical H100 compute-node BOM before/after host and DPU optimization (SemiAnalysis, October 2024):
$283–318k→ $270k → $256.4k per node · Ch 7.1 - 2026-09-16 ASHRAE TC 9.9 air and liquid classes, fifth edition; separate 2024 liquid-cooling resiliency Technical Bulletin:
A1–A4 / W17–W45→ A1–A4 + H1 / W17, W27, W32, W40, W45, W+ · Ch 0.4