Back to feedSemiAnalysisTechnologypodcastVera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture AnalysisThursday, July 23, 2026Alec IbarraView original–––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