Mastodawn

Price of #Nvidia's #VeraRubin #NVL72 racks skyrockets to $8.8M apiece, but #server makers' margins will be tight — Nvidia is moving closer to shipping entire full-scale systems
#Blackwell #NVL72 #rackscale system costs $2.8 – $3.4M for an #AI training and #HPC NVL72 #GB200 and $6M to $6.5M for an AI inference NVL72 #GB300
Vera Rubin NVL72 #VR200 systems are currently quoted at $5M - $7M per unit.
Nvidia has never confirmed the list prices of its NVL72 or #NVL144 products.
https://www.tomshardware.com/tech-industry/artificial-intelligence/price-of-nvidias-vera-rubin-nvl72-racks-skyrockets-to-as-much-as-usd8-8-million-apiece-but-server-makers-margins-will-be-tight-nvidia-is-moving-closer-to-shipping-entire-full-scale-systems

Price of Nvidia's Vera Rubin NVL72 racks skyrockets to as much as $8.8 million apiece, but server makers' margins will be tight — Nvidia is moving closer to shipping entire full-scale systems

Nvidia and other chipmakers will still make plenty of cash.

Tom's Hardware

Winbuzzer Feb 2

https://winbuzzer.com/2026/02/02/nvidia-gb200-forces-chassis-sector-pivot-to-liquid-cooling-xcxwbn/

Nvidia GB200 Forces Chassis Sector Pivot to Liquid Cooling

#AI #AIChips #AIInfrastructure #NVIDIA #GB200 #Semiconductors #Datacenters #BigTech

tejiri Dec 4

Discover how NVIDIA's Blackwell NVL72 powers top AI models like Kimi K2 Thinking 10x faster #MixtureOfExperts #NVIDIA #AI

The top 10 most intelligent open-source models, including Kimi K2 Thinking and DeepSeek-R1, utilize a mixture-of-experts (MoE) architecture, which mimics the human brain's efficiency. These models achieve a 10x speed increase when run on NVIDIA's GB200 NVL72, specifically the Blackwell NVL72. The MoE architecture is a key...

#MixtureOfExperts #NVIDIA #GB200 #NVL72

Thomas Fricke (he/his)Jul 28, 2025

"#Huawei #AI CloudMatrix 384 – #China’s Answer to #Nvidia #GB200 NVL72 China Abundance of Power, 100% Optics, 0% Copper, Power Inefficiency, 2.6x lower FLOP per Watt, 14 Transceivers per Chip, Linear Pluggable Optics

300 PFLOPs of dense BF16 compute, almost double that of the GB200 NVL72. ... 3.6x aggregate memory capacity and 2.1x more memory bandwidth, Huawei and China ... can beat Nvidia’s."

https://semianalysis.com/2025/04/16/huawei-ai-cloudmatrix-384-chinas-answer-to-nvidia-gb200-nvl72/

The technology boycott works...

Huawei AI CloudMatrix 384 – China’s Answer to Nvidia GB200 NVL72

Huawei is making waves with its new AI accelerator and rack scale architecture. Meet China’s newest and most powerful Chinese domestic solution, the CloudMatrix 384 built using the Ascend 910C. Thi…

SemiAnalysis

Benjamin Carr, Ph.D. 👨🏻‍💻🧬Jul 4, 2025

#NewYork Invests $40M to Launch #EmpireAI Beta with #NVIDIA Blackwell #Supercomputer
#EmpireAIBeta will be 11x more powerful than current capacity, allowing hundreds of researchers from 10 institutions to continue to advance #AI research. Empire AI is now backed by over $500M in public and private funding, including up to $340M in state funds.
Empire AI Beta also is expected to be among the first academic deployments of NVIDIA DGX SuperPOD with DGX #GB200 systems.
https://www.hpcwire.com/off-the-wire/state-of-new-york-invests-40m-to-launch-empire-ai-beta-with-nvidia-blackwell-supercomputing/ #SUNY

Benjamin Carr, Ph.D. 👨🏻‍💻🧬Jul 4, 2025

#Nvidia's Arm chips rapidly gain share in #server market as #AI booms — Nvidia's Arm-powered #GB200 servers surge as market reaches a record $95 billion in the first quarter
It appears that the vast majority of these Arm-powered machines are Nvidia's #GB200 #NVL72 #rackscale solution, based on the Grace Blackwell platform, which features an Nvidia Grace CPU and eight B200 AI GPUs per server.
https://www.tomshardware.com/desktops/servers/nvidias-arm-chips-rapidly-gain-share-in-server-market-as-ai-booms-nvidias-arm-powered-gb200-servers-surge-as-market-reaches-a-record-usd95-billion-in-the-first-quarter

Nvidia's Arm chips rapidly gain share in server market as AI booms — Nvidia's Arm-powered GB200 servers surge as market reaches a record $95 billion in the first quarter

Server demand is expected to continue for the next four years.

Tom's Hardware

Winbuzzer Apr 20, 2025

Huawei CloudMatrix 384 AI Cluster Outperforms Nvidia GB200

#Huawei #AI #AIChips #CloudMatrix #Ascend910C #Ascend920 #Nvidia #GB200 #AITraining #DataCenter #Supercomputing #Semiconductors #TechWar #USChina #ExportControls #OpticalNetworking #LPO #HBM

https://winbuzzer.com/2025/04/20/huawei-cloudmatrix-384-ai-cluster-outperforms-nvidia-gb200-xcxwbn/

Andrew Jones (hpcnotes)Jan 31, 2025

From the other place:

#OpenAI starts using first few #GB200 racks in #Azure

#AI #GPU

Benjamin Carr, Ph.D. 👨🏻‍💻🧬Dec 12, 2024

#HPE Upgrades #Supercomputer Lineup Top To Bottom In #2025
#Slingshot400 with s a new “Rosetta-2” switch ASIC and a new “Cassini-2” network adapter ASIC.
#CrayEX and #ProLiantXD upgrades
Zen5 and Zen5c with up to 98,304 cores in a single liquid-cooled rack
#GB200 NVL4 board will allow up to 224 #Blackwell #GPU in a single cabinet
7 of the top ten supercomputers ranked on the November 2024 #Top500 rankings are based on the #Cray EX platform; 10 of top 20 machines are too!
https://www.nextplatform.com/2024/11/26/hpe-upgrades-supercomputer-lineup-top-to-bottom-in-2025/

HPE Upgrades Supercomputer Lineup Top To Bottom In 2025

If you want to buy an exascale-class supercomputer, or a portion of one so you can scale up, there are not a lot of places to go shopping because there

The Next Platform

Tech Cybersecurity Nieuws Nov 19, 2024

Nvidia onthult krachtige gb200 nvl4 superchip met vier b200 gpu's en twee grace cpu's https://www.trendingtech.news/trending-news/2024/11/48946/nvidia-onthult-krachtige-gb200-nvl4-superchip-met-vier-b200-gpu-s-en-twee-grace-cpu-s #Nvidia #GB200 NVL4 Superchip #B200 GPU #Grace CPU #AI-technologie #Trending #News #Nieuws

Nvidia onthult krachtige gb200 nvl4 superchip met vier b200 gpu's en twee grace cpu's

Nvidia heeft de lancering aangekondigd van de GB200 NVL4 Superchip, een geavanceerde AI-processor die is uitgerust met vier B200 Blackwell GPU's en twee Grace

Tech Nieuws