But how many GPUs could $NBIS (+0 %) actually buy with that?
GB300 NVL72:
~$4–6.5 million per rack → 700–1,100 racks, or ~50,000–80,000 GPUs
→ ~$1.6–2.5 billion in revenue per year
Rubin VR200 NVL72:
~$5–7 million/rack → ~46,000–65,000 GPUs
→ ~$1.4–2.0 billion in annual revenue
Rubin Ultra VR300 NVL144:
~$7–8.8 million/rack → ~74,000–92,000 GPUs
→ ~$2.3–2.9 billion in annual revenue
