Story thread · 3 reports / 3 sources

It’s All About the GPUs — 70% of Nvidia’s AI Supercomputer Cost Goes to Vera Rubin Chips

247wallst.com · 22h · first reportShare

Number That Reframes the Vera Rubin Trade Inside an NVIDIA (NASDAQ:NVDA) VR200 NVL72 rack-scale AI supercomputer, 70% of the roughly $4 million bill of materials goes to one line item: the Rubin GPUs themselves, excluding their high-bandwidth memory. That figure comes from an HSBC estimated bill of materials for the VR200 NVL72 platform, and it […]