Nvidia plans to sell its next-generation VR200 NVL72 rack systems to major cloud providers for approximately $7.8 million per unit, according to Morgan Stanley Research estimates.
Memory costs now comprise 25% of total build expense
The system cost breakdown reveals significant shifts in component pricing compared to previous generations. Memory now accounts for roughly 25% of the total build cost, representing a massive increase from earlier models. Each rack contains 54 terabytes of LPDDR5X memory, which has tripled since the GB200 NVL72 generation.
Nvidia intends to charge hyperscalers $55,000 for each Rubin GPU and $5,000 for every Vera CPU within these chassis. The company also includes approximately $1 million or more of 3D NAND storage per rack, a component that carried virtually no cost in the previous GB200 NVL72 design.
Market analysts warn that LPDDR5X memory prices could climb to $10 per gigabyte or higher as demand increases. SOCAMM2 modules add further manufacturing and testing expenses that may drive costs up even more. Nvidia typically applies its own markup on components, which could push actual pricing above current projections.
Nvidia has not confirmed the official launch window for the VR200 NVL72 systems.
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