
The total value of liquid cooling components in Nvidia's GB300 NVL72 rack-scale AI system is $49,860, according to a recently released report from Morgan Stanley that was obtained by @Jukanlosreve. The cost of the liquid cooling system for the company's next-generation Vera Rubin NVL144 solution is set to increase by a further 17% to $55,710, as next-generation Rubin GPUs and NVLink switches will get more power hungry, the report claims.
Morgan Stanley stated in its latest report that the total value of cooling (thermal) components in a single GB300 (NVL72) server cabinet amounts to approximately $49,860.For the next-generation Vera Rubin (NVL144) platform, as the cooling demand for both the computing trays and… pic.twitter.com/668Mb01WE5November 3, 2025