00:47
2026-07-23
newsletter.semianalysis.com
artificial-intelligence
Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis
Nvidia's Vera Rubin NVL72 delivers 5.4x performance per megawatt and 5x performance per dollar over GB200 NVL72 on DeepSeek R1 inference, according to early engineering samples from CoreWeave. The sec…