NVIDIA’s BoM for its upcoming Vera Rubin “NVL72” rack shows a massive surge in memory prices that now make up 26% of the total system cost. Rising Memory Prices & Demand Pushes Memory Costs Up 26% For NVIDIA’s Vera Rubin Versus 9% on Grace Blackwell Racks Vera Rubin is in production and is confirmed for first shipments in the third quarter of 2026, followed by volume ramp in the fourth quarter. While NVIDIA cooks up its grandest AI platform to date, the pricing is also going to be grand. Morgan Stanley Research has shared its estimated BoM for NVIDIA’s Vera […]
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