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It's All About the GPUs — 70% of Nvidia's AI Supercomputer Cost Goes to Vera Rubin Chips
Source: 247wallst.com
Artificial IntelligenceTechnology & InnovationCompany Fundamentals
NVIDIA's Rubin GPUs account for roughly 70% of the approximately $4 million bill of materials for a VR200 NVL72 rack-scale AI supercomputer, excluding other components. The concentration underscores the GPU's dominant value capture within Rubin-based AI infrastructure and supports NVIDIA's strategic importance in the AI hardware supply chain.
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