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

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## Episode Summary In this episode, we cover: - **Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/vera-rubin-nvl72-vs-gb200-nvl72-inference) - **Broadcom vs. AMD vs. Nvidia: Three Different AI Chip Strategies, Three Very Different Valuations. Here's the Metric That Explains the Gap. - AOL.com** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMieEFVX3lxTFBDLTNJbzFVcUFQX3k2WTNZQ2VJN3lnRzc2YnhjTVhtVDFrOFhqVVNXcDF1aUlBMzVOMlo4cGQ4eGwwWXF3a3A4azVRd0ZQXzl3Q3djZmYyN3U0ai1VYkx6Q282SjhoTERGRmFiclNxT0NHaFJ0ZEVXag?oc=5) - **Together AI taps Rumble for Nvidia Blackwell GPU capacity - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMiowFBVV95cUxOdlB3S0xOTURaTUxJbkJ0U2ZmcGdfdndsMHlhQVJ4V3pUUW5fMlBkT1ZFdWZRVzBWcmg1TWtBVzRZUlVlMXVxc3JqdTRXNG5NdS1fR3ZRLXhuWUxrOWtIMU50Tm51VDVRSjRUaGVwTzh3VHQtRkI1dXprME4tTEhON0JrVHp5QWU4a19abHA1dGkycm5UQ1o5eGhCQW8yR0lNdWtv?oc=5) - **Why China Is Approving NVIDIA H200 AI Chip Imports? - AI Magazine** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxOWkxtSmE2Q1NKcjlyQ2tUQUI4Q2o0ZThNS0NsXzhGSWFVSFJIY1hGcEVfVmpBSHZyR1RPTHFLUzJOdTFtZENzSEd6aG8zTXZhSDJmajlLM003ZjhZMV83MHg1QjFnc1VDR3BXR0R1WWpGYThxRWpzODBXSUprbndRc2xTQW4?oc=5) - **Cerebras Intros Faster WSE-3 Turbo Processor and First Rack-Scale CS-4 System** (servethehome) - [Read more](https://www.servethehome.com/cerebras-intros-faster-wse-3-turbo-processor-and-first-rack-scale-cs-4-system/) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

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This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - finance.yahoo.com

Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding

Apple Eyes NVIDIA’s NVLink Fusion For Its M8-Based Baltra Servers, Signaling A Return To Enterprise Hardware After 2011 Exit

NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports

Fujitsu's Monaka AI Chip to Ship to Super Micro Next Year, Manufactured by TSMC on 2nm Process - finance.biggo.com

China's AI accelerator supplier Biren posts 2,000% year-over-year revenue growth — US export controls benefit homegrown chips as Nvidia and AMD exit market

AI Chip Demand Keeps TSMC Stock And Large Cap Tech Shares In Play - simplywall.st

AI Chip Startup d-Matrix Taps Nvidia's NVLink Fusion to Break Into Data-Center Inference Market - finance.biggo.com

Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE

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