Skip To Main Content
Alec Ibarra on Muck Rack

Alec Ibarra

As seen in: SemiAnalysis (Newsletter)
Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work. Claim your profile

Get in touch with Alec

Contact Alec, search articles and posts on X, monitor coverage, and track replies from one place.

Learn more about Muck Rack

Actions

Share this page

Is this you?

As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile

Articles

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

|
By Bryan Shan, Daniel Nishball, Alec Ibarra
| SemiAnalysis (Newsletter)
Vera Rubin NVL72 is the second generation of Nvidia’s rack-scale Oberon architecture, and its gains on inference come from extreme co-design. Early results from engineering samples are encouraging. Vera Rubin NVL72 running DeepSeek R1 delivers 5.4x performance per MW and 5x performance per dollar over GB200 NVL72 today, and the gap is even wider against GB200 NVL72 during its early bringup in 2025. Vera Rubin is still in the early bringup stage now, so we expect the gap to continue widen.
Open in Who Shared Issue with article?
See all 1 articles