Back to feedSemiAnalysisTechnologypodcastVera Rubin NVL72 Agentic Inference: 67x better Performance per DollarMonday, September 14, 2026Bryan ShanView original–––Jensen Sandbagging Performance Again, 2x more Annual Profit Per GigaWatt, The More you Buy, The More you Earn, AgentX, InferenceX, Extreme Co-Design