SemiAnalysis: Nvidia (NVDA.US) Vera Rubin’s revenue per gigawatt is 39% higher and profit is 42% higher than GB300
智通财经2026/09/16 10:51Show original
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According to Golden Ten Data APP, SemiAnalysis estimates that Rubin NVL72's annual revenue per gigawatt is 39% higher and its profit is 42% higher than the strongest GB300 configuration. The firm attributes Rubin's performance advantage to NVIDIA (NVDA.US)'s integrated design in computing, networking, and interconnectivity. These data have emerged as investors are reassessing the pace of AI infrastructure spending and NVIDIA's recent stock price correction.
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