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Benjamin Carr, Ph.D. 👨🏻‍💻🧬5d ago

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

NVIDIA (@nvidia)

NVIDIA GB300 NVL72와 코드사인 소프트웨어 스택(NVIDIA Dynamo 및 TensorRT-LLM)이 NVIDIA Hopper 플랫폼 대비 와트당 성능을 50배 이상 향상시킨다고 발표했습니다. 전력 효율 중심의 대규모 추론 개선을 주장하는 내용입니다.

https://x.com/nvidia/status/2023448139190202479

#nvidia #gb300 #powerefficiency #tensorrtllm

NVIDIA (@nvidia) on X

NVIDIA GB300 NVL72 and the codesigned software stack with NVIDIA Dynamo and TensorRT-LLM deliver over 50x performance per watt compared with the NVIDIA Hopper platform.

X (formerly Twitter)

NVIDIA (@nvidia)

NVIDIA GB300 NVL72와 코드사인 소프트웨어 스택(발표에서는 NVIDIA Dynamo 및 TensorRT-LLM 명시)이 Hopper 플랫폼 대비 토큰당 비용을 35배 낮춘다고 발표했습니다. 하드웨어와 소프트웨어 최적화의 결합을 강조하는 내용입니다.

https://x.com/nvidia/status/2023448198153683237

#nvidia #gb300 #tensorrtllm #dynamo

NVIDIA (@nvidia) on X

NVIDIA GB300 NVL72 and the codesigned software stack including NVIDIA Dynamo and TensorRT-LLM deliver 35x lower cost per token compared with NVIDIA Hopper platform.

X (formerly Twitter)

NVIDIA (@nvidia)

새 데이터는 NVIDIA Blackwell Ultra가 최대 50배 성능 향상과 35배 비용 절감을 제공한다고 보고하며, 클라우드 제공업체들이 NVIDIA GB300 NVL72 시스템을 저지연·긴 컨텍스트 용도의 agentic AI(예: agentic coding, 코딩 어시스턴트)로 대규모 배포 중이라는 내용을 전합니다.

https://x.com/nvidia/status/2023442916115427787

#nvidia #blackwell #gb300 #agenticai

NVIDIA (@nvidia) on X

⚡New data shows NVIDIA Blackwell Ultra delivers up to 50x better performance and 35x lower cost for agentic AI. Cloud providers are deploying NVIDIA GB300 NVL72 systems at scale for low-latency and long-context use cases including agentic coding and coding assistants. Learn how

X (formerly Twitter)

NVIDIA (@nvidia)

NVIDIA GB300 NVL72가 Hopper 플랫폼 대비 세대적 도약을 이뤘다는 발표로, 와트당 성능은 최대 50배, 백만 토큰당 비용은 35배 낮아진다는 내용입니다. 추론(inference) 성능을 대폭 개선했다는 점을 강조합니다.

https://x.com/nvidia/status/2023479202981224472

#nvidia #gb300 #inference #hardware

NVIDIA (@nvidia) on X

NVIDIA is at the forefront of inference performance. NVIDIA GB300 NVL72 delivers massive generational leaps over Hopper platform. ⚡ 50x better performance per watt 💲 35x lower cost per million tokens

X (formerly Twitter)

ESP32-P4 Powers Retro Handheld after a Transplant https://hackaday.com/2026/01/14/esp32-p4-powers-retro-handheld-after-a-transplant/
#Games #Microcontrollers #Braintransplant #Doesitrundoom #ESP32P4 #GB300 #Handheld

ESP32-P4 Powers Retro Handheld After A Transplant

The ESP32-P4 is the new hotness on the microcontroller market. With RISC-V architecture and two cores running 400 MHz, to ears of a certain vintage it sounds more like the heart of a Unix workstati…

Hackaday

eicker.news ᳇ tech news Nov 4

#Microsoft secured #exportlicences to ship #Nvidia #chips to the #UAE, enabling the shipment of 60,400 #A100 chips and #GB300 #GPUs. This move, supported by the U.S. government, will accelerate the UAE’s AI ambitions and includes a $15.2 billion investment from Microsoft in the region. https://www.cnbc.com/2025/11/03/nvidia-shares-rise-after-us-approves-chip-sales-to-the-uae.html?eicker.news #tech #media #news

Yonhap Infomax News Aug 26, 2025

Stifel has raised its price target for Nvidia to $212, citing strong demand for the GB300 AI platform and expectations of robust Q2 results, as Wall Street analysts continue to boost their outlooks for the chipmaker.
#YonhapInfomax #Nvidia #Stifel #PriceTarget #GB300 #Q2Results #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=78652

Stifel Raises Nvidia Price Target to $212—18% Above Current Level

Stifel has raised its price target for Nvidia to $212, citing strong demand for the GB300 AI platform and expectations of robust Q2 results, as Wall Street analysts continue to boost their outlooks for the chipmaker.

Yonhap Infomax

Benjamin Carr, Ph.D. 👨🏻‍💻🧬Jul 3, 2025

#Nvidia's newest top-tier #AI #supercomputers deployed for the first time — #GraceBlackwellUltra Superchip systems deployed at #CoreWeave
#Dell's and CoreWeave's initial rollout involves Dell Integrated Racks equipped with 72 Nvidia #BlackwellUltra #GPU, 36 Arm-based 72-core Grace CPs, and 36 BlueField DPUs per rack. Each #GB300 #NVL72 rack delivers 1.1 ExaFLOPS of dense FP4 inference and 0.36 ExaFLOPS of FP8 training performance, 50% higher compared to a GB200 NVL.
https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidias-newest-top-tier-ai-supercomputers-deployed-for-the-first-time-grace-blackwell-ultra-superchip-systems-deployed-at-coreweave

Nvidia's newest top-tier AI supercomputers deployed for the first time — Grace Blackwell Ultra Superchip systems deployed at CoreWeave

Dell delivers the first clusters.

Tom's Hardware

HPC Guru May 26, 2025

Nvidia partnering with a group of Swedish companies will establish Sweden’s largest enterprise #AI #supercomputer by deploying two Nvidia DGX SuperPODs featuring #GB300 systems finance.yahoo.com/news/nvidia-... #GPU #HPC

Nvidia (NVDA) to Help Build Sw...

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