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GB200 NVL72
11 atoms · 跨 7 天 · 首见 2026-04-18 · 最近 2026-06-30
三色: 🟦 fact 8 · 🟥 take 3 · stance ▲4/▼0/◆2
来源: X 11
时态: fresh:11
标签: 好数字:9 · 好信源:2 · 好观点:2
预测 (forecast) (3)
- 2026-06-10 · total revenue at 75k racks
75,000 Racks GB200 NVL72 ~$225B
tags: 好数字 · → daily
value: qty=~$225B
- 2026-06-10 · total revenue at 85k racks
85,000 Racks GB200 NVL72 ~$255B
tags: 好数字 · → daily
value: qty=~$255B
- 2026-06-10 · racks volume
Depending on mix this is ~50-60k ish racks just right here.
tags: 好观点 · → daily
value: qty=~50-60k
事实 (fact) (8)
- 2026-06-04 · efficiency at 72 GPUs
GB200 NVL72 achieves 90% efficiency @ 72 GPUs
tags: 好数字·好信源 · → daily
value: qty=90% · date=2026-06-04
- 2026-04-18 · 性能对比Hopper倍数
GB200 NVL72 was over 50x times faster than Hopper
tags: 好数字·好信源 · → daily
value: qty=50x · direction=faster
- 2026-06-22 · serving costs decreased by 2.5x through software improvements in less than 70 days
In less than 70 days, GB200 NVL72 serving costs decreased by 2.5x through software improvements alone for the Kimi architecture
tags: 好数字 · → daily
- 2026-06-22 · GPU Token throughput increase: 2.5x from software optimizations (2026-04-18 to 2026-06-20)
GB200 NVL72在不同软件优化版本下的GPU Token吞吐量与交互性对比图 — 2.5x (吞吐量提升/服务成本降低); 60 tok/s/user (交互性指标); 2026-06-20 (最新数据日期); 2026-04-18 (对比数据日期)
tags: 好数字 · → daily
value: qty=2.5x · date=2026-04-18 to 2026-06-20
- 2026-06-10 · revenue per rack
GB200 NVL72 ~$3M
tags: 好数字 · → daily
value: qty=~$3M
- 2026-06-09 · max token throughput per GPU
GB200最高吞吐量: 约12.5k tok/s/gpu
tags: 好数字 · → daily
value: qty=12.5k tok/s/gpu · date=2026
- 2026-05-07 · GPU to CPU ratio
Base GB200 NVL72 is 2 GPUs per CPU.
tags: 好数字 · → daily
value: qty=2:1
- 2026-06-30 · 供应状态
we got GB200 NVL72s they thought it was a drought
tags: 好观点 · → daily
value: direction=充足
时间轴 (近 20)
- 2026-06-30 ·
fact · 供应状态 · → daily
- 2026-06-22 ·
fact · serving costs decreased by 2.5x through software improvement · → daily
- 2026-06-22 ·
fact · GPU Token throughput increase: 2.5x from software optimizati · → daily
- 2026-06-10 ·
forecast · racks volume · → daily
- 2026-06-10 ·
fact · revenue per rack · → daily
- 2026-06-10 ·
forecast · total revenue at 75k racks · → daily
- 2026-06-10 ·
forecast · total revenue at 85k racks · → daily
- 2026-06-09 ·
fact · max token throughput per GPU · → daily
- 2026-06-04 ·
fact · efficiency at 72 GPUs · → daily
- 2026-05-07 ·
fact · GPU to CPU ratio · → daily
- 2026-04-18 ·
fact · 性能对比Hopper倍数 · → daily
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