Nvidia claims Vera Rubin delivers 50X throughput per MW and 35X lower token cost vs Blackwell Ultra

Beth_Kindig · x · 2026-09-11

Analyst Beth Kindig cites Nvidia's claims that the next-gen Vera Rubin platform delivers 50X more throughput per MW and 35X lower token cost relative to Blackwell Ultra. She notes that if throughput gains outpace TCO growth, customers will be more willing to pay premium prices — the core of Nvidia's pricing power logic.

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