SemiAnalysispodcast

Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis

Thursday, July 23, 2026Alec IbarraView original
Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis
3 bit Rubin LUT Based Tensor Core, SM140 Feynman, Rack Scale, Perf Per MegaWatt, Perf Per Dollar, Software Improvements, Public Rubin Software, PyTorch, vLLM, OpenAI Triton