Hands up who among you thought Nvidia's Vera Rubin superchips would be cheap? Good, I see no digits. However, according to a Morgan Stanley research report, the bill for a single VR200 NVL72 rack is estimated to add up to a cool $7,803,148, with $2,001,600 of those costs attributed to memory. That's a 435% increase in memory cost over the GB300, if these figures are correct.
A snippet from the report looks to be making its way around various outlets, although we first spotted it via @Aaronwei3n on X. The figure is pretty eye watering, although given the vast amounts of hardware involved, it's not too surprising. And being an outside estimate from an outside research report, I'd advise a small dose of salt.
